Report
Olfa Taamallah ...
  • Yan Derocles

Airbus Group : 2023 sécurisé et des doutes sur 2024 qui pourraient être levés mi-septembre

>Un T2 2023 solide sur tous les fronts - Airbus a publié un T2 solide avec un EBIT Ajusté de 1 845 M€ (+33.5%), 7% au-delà des attentes du consensus compilé par la société, pour un CA de 15.9 Md€, soit une marge de 11.6% (+82 pb). L’écart avec nos estimations provient essentiellement d’Airbus Commercial qui affiche un EBIT Ajusté de 1 676 M€ (+9.8% > consensus) et une marge de 13.7%. Hors R&D (+15.5% vs T2 2022) et en USD, nous estimons que la marge unitaire est proch...
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
Olfa Taamallah

Yan Derocles

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