SciRisk Calculate your ESCRC
As of 2026-06-30| Model v5.4.2| Priors 2026.09-5| Calculated 2026-09-21| 100,000 paths · 95% · 365d| BETA Methodology

SciRisk 100 · Aerospace & Defence · Rank 30 of 100

Airbus

AIR.PA · France · Aerospace & Defence   SC4 High

Economic Supply Chain Risk Capital
$96.7m
95% one-year Value-at-Risk · interval $96.5m to $98.0m (1.5% wide)
Risk Capital Intensity
0.138%
of $70.0bn revenue · rank #22 of 100
Global rank
#30
of 100 by ESCRC
Sector rank
#2
of 7 in Aerospace & Defence
Expected Shortfall
$166.0m
Mean loss beyond ESCRC
Expected annual loss
$21.3m
Ordinary year
Revenue / COGS
70.0 / 60.0
USD bn · gross margin 14%
Suppliers modelled
15
3 correlated geographies

What does this ESCRC number mean?

An ESCRC of $96.7m is the estimated economic supply-chain risk capital requirement generated by the SciRisk ESCRC model for Airbus under the stated assumptions: a 365-day horizon, 100,000 simulated years, and the 95% tail of the resulting loss distribution. Beyond that threshold the average loss — the Expected Shortfall — is $166.0m; in an ordinary year the expected loss is $21.3m.

Value-at-Risk: the portfolio loss not exceeded with the chosen confidence level. Read as the ESCRC risk capital — the loss the firm should be prepared to absorb in a bad year. Model-implied and intended for screening and ranking, not a calibrated capital figure.

Supply Chain Risk Capital Profile

Where the risk capital comes from. Every column is a production-engine output for this network — nothing is inferred.

By tier

Tier 1
70%
Tier 2
29%
Tier 3
1%

Share of summed standalone VaR. Deeper tiers are attenuated by the engine's echelon buffer factors and capped by flow conservation.

By supplier geography

USA
37%
France
28%
Japan
23%
Germany
10%
United States
3%

Major-event risk is correlated within a geography group (rho = 0.35), so concentration here compounds.

By supplier industry

aerospace defense
83%
electronics assembly
14%
chemicals materials
2%
general mfg
0%

Buckets are the calibrated-priors industry classes that set each supplier's minor-event rate.

Largest supplier share
23%
Toray Industries
Top-3 concentration
59%
of summed standalone VaR
Tier-1 share of risk
70%
Direct suppliers
Diversification benefit
50.7%
vs. sum of standalone VaR
SupplierTierCountry ExposureUSD m Standalone VaRUSD m Expected lossUSD m Tail intensityrevenue-days RoESCRCx
Toray IndustriesCarbon-fibre composite T2 Japan 2400 45.3 4.7 9.8 5.1
RTXEngines/avionics T1 USA 4500 36.2 4.4 2.5 20.2
GE AerospaceTurbofan engines T1 USA 4200 33.8 4.1 2.5 20.2
SafranEngine modules/landing gear T1 France 5400 27.8 2.5 1.6 31.7
Liebherr AerospaceAir management systems T1 Germany 2100 16.9 1.6 2.5 20.2
ThalesAvionics T1 France 2100 13.3 1.6 2.0 25.7
DaherLanding gear doors and composite secondary structures for A350/A320; A350 FAL support T1 France 720 4.9 0.6 2.1 24.0
LatecoereFuselage sections and passenger/cargo doors T1 France 600 4.8 0.5 2.5 20.2
ConstelliumAluminium alloy T2 France 1800 4.6 0.3 1.3 38.6
Moog IncPrimary flight control and trailing-edge high-lift actuation for A350 XWB T2 United States 420 2.0 0.2 2.5 20.2
Titanium Metals CorporationTitanium ingot T3 USA 720 1.7 0.2 2.5 20.2
Diehl AviationAircraft cabin systems T2 Germany 360 1.7 0.2 2.5 20.2
Eaton AerospaceFuel boost pumps, engine-driven pumps and AC motorpumps, A320 family T2 United States 360 1.7 0.2 2.5 20.2
Woodward IncHydraulic spoiler servo control actuator, A350 T2 United States 300 0.7 0.1 1.3 40.1
Crane Aerospace & ElectronicsLanding gear control and interface units (A320), proximity sensing (A380) T3 United States 180 0.4 0.1 2.5 20.2

Scenario Analysis — coming in Phase 2

Recovery-time, supplier-diversification, inventory and geographic-diversification scenarios for Airbus are not part of this release. The ESCRC Calculator already supports what-if analysis on a network you build yourself.

Sector peers

Nearest-ranked companies in Aerospace & Defence. Airbus is highlighted.

Open in Compare
RankCompanyTickerCountrySectorRevenueUSD bnESCRCUSD mESCRC / Revenue%Risk GradeChange
19 Boeing BA USA Aerospace & Defence 78.0 130.2 0.167 SC4 High ▲ +150.3%
30 Airbus AIR.PA France Aerospace & Defence 70.0 96.7 0.138 SC4 High ▲ +121.2%
38 Lockheed Martin LMT USA Aerospace & Defence 71.0 74.4 0.105 SC4 High ▲ +136.1%
52 RTX RTX USA Aerospace & Defence 80.0 49.0 0.061 SC3 Moderate ▲ +40.8%
66 GE Aerospace GE USA Aerospace & Defence 38.0 28.9 0.076 SC3 Moderate ▲ +24.6%
74 Safran SAF.PA France Aerospace & Defence 30.0 23.8 0.079 SC3 Moderate ▲ +59.7%

See this for your own supply chain

You are looking at Airbus's supply-chain risk capital: $96.7m against $70.0bn of revenue, driven mostly by Toray Industries and USA. The calculator runs the same engine on a network you build yourself.

ESCRC calculated using SciRisk ESCRC Model v5.4.2 · calibrated priors 2026.09-5
Company data as of 2026-06-30 · ESCRC calculated 2026-09-21 · dataset 2026.09-23 Beta
Simulation
100,000 Monte Carlo paths · 95% confidence · 365-day horizon
Seed
20260821 · regional correlation ρ = 0.35
Input basis
Curated network, calibrated-prior parameters
Input fingerprint
36865bd1274b
Input provenance for Airbus
Financials
Curated from the company's most recent reported full financial year, as filed.
Network
Curated from company supplier disclosure; purchase volumes declared as a share of reported COGS.
Parameters
lambda1/lambda2 = calibrated ESCRC priors 2026.09-5 bucket defaults; r1/r2 = median of the shipped production preset networks within the same industry x geography cell when that cell has enough independent data, else the same industry-only bucket median, or (for industries with no preset supplier coverage) a directly-cited external recovery-event duration where one was found; ic = the same preset-network median (no external benchmark exists for this parameter for any industry). All three clamped into externally-cited recovery-time/BI-loss bounds per field.
Fallback
Some suppliers resolve to an industry bucket with no preset coverage for revenue-at-risk fraction (aerospace defense). This parameter has no external benchmark for any industry in this dataset, so it uses the median across all preset suppliers.
SciRisk ESCRC is an analytical estimate generated using the SciRisk Economic Supply Chain Risk Capital methodology. It is not a credit rating, investment recommendation or statement of financial condition. Figures are model-implied and intended for screening and comparison, not as calibrated capital requirements.

Beta / preliminary dataset. Company inputs are analyst-curated from public annual reports and public supply-chain disclosure. ESCRC itself is computed by the production ESCRC engine — only the INPUTS on this page are preliminary.