Report
Antoine Boivin-Champeaux ...
  • Yan Derocles

Airbus Group : The peak in cash burn is behind us – visibility on deliveries is improving

>Production and deliveries set to converge in Q3 - After an additional cut of one A350/month (from 6 to 5), the company thinks that it can now make production (including that in the supply chain) converge with deliveries in Q3 2020, which on one hand shows short-term visibility on deliveries following the completion of talks with customers and, on the other hand, that it has finalised adjustments to production. With 469 deliveries expected in 2020, our scenario is in ...
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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