Report
Antoine Boivin-Champeaux ...
  • Yan Derocles

Airbus Group : La montée en cadence de l’A321ACF pèse sur la visibilité à court terme

>Un T2 solide… - Airbus a publié un T2 2019 solide avec un EBIT 12% au-delà du consensus mais cependant en ligne avec nos attentes à 1 980 M€ (+72%) grâce à i/ un fort effet volume/mix sur l’A320 combiné au plein effet de la prime du neo (c.500 M€e en bridge) ; ii/ une forte progression de l’A350 (c.200 M€e) en piste pour le break-even sur l’exercice, iii/ une amélioration de 4 cents de la couverture devise et iv/ un léger impact comptable favorable sur l’A380. Le FCF...
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
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Antoine Boivin-Champeaux

Yan Derocles

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