Report
Chris Higgins
EUR 100.00 For Business Accounts Only

Upgrading Airbus' Moat to Wide; Boosting A320 Deliveries in Later Years of Our Forecast

We’ve moved our moat rating for Airbus to wide from narrow and are maintaining our stable moat trend rating. Our moat upgrade was predicated primarily on governance changes that are proving durable even amid a management change. Unrelated to the moat upgrade, we believe the outlook for the company’s competitive position has improved slightly in the narrow-body market due to Boeing’s challenges with the 737 MAX. As a result, we’ve increased our delivery forecast for Airbus' A320 series slightly f...
Underlying
Airbus SE

Airbus is an European Aeronautic Defense and Space company whose core business is the manufacturing of commercial aircraft, civil and military helicopters, commercial space launch vehicles, missiles, military aircraft, satellites and defense systems and defense electronics and the rendering of services related to these activities. Co. organizes its businesses into the following five operating divisions: Airbus Commercial, Airbus Military, Eurocopter, Cassidian and Astrium. In addition, Co.'s Other Businesses division engages in the development, manufacturing, marketing and sale of regional turboprop aircraft and aircraft components.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Chris Higgins

Other Reports on these Companies
Other Reports from Morningstar

ResearchPool Subscriptions

Get the most out of your insights

Get in touch