Report
Antoine Boivin-Champeaux ...
  • Yan Derocles

Airbus Group : Une génération de cash encore décalée mais pour de bonnes raisons

>Vigueur des mono-couloirs vs prudence affichée sur le long courrier - Les résultats FY19 sont difficiles à juger car ils comportent des éléments favorables comme défavorables. Sur le long-courrier, Airbus a finalement crevé l’abcès en officialisant une réduction de cadences, que nous avions identifiée depuis quelques mois auprès de certains sous-traitants, avec un rythme que nous considérons désormais soutenable de 40 A330 par an et de 9 à 10 A350/mois (cf. estimatio...
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

Other Reports on these Companies
Other Reports from Oddo BHF

ResearchPool Subscriptions

Get the most out of your insights

Get in touch