Report
Jean-Baptiste Rouphael ...
  • Olfa Taamallah
  • Yan Derocles

Airbus Group : Feedback CMD - Le cap est maintenu

>Le cap sur les cadences est maintenu - Lors du CMD organisé vendredi à Toulouse, le management a finalement confirmé son objectif de livraisons 2022 de 700 appareils (Cons VA : 698) ainsi que l'atteinte d'une cadence 65 A320 dès début 2024 pour ensuite atteindre 75 fin 2025 contre 50 fin 2022 (livraisons équivalentes à une cadence 57.7 en 2023, 65.1 en 2024 et 69.6 en 2025 pour le consensus VA). Cet optimisme s’appuie sur des signes d'amélioration de la supply chain ...
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
Jean-Baptiste Rouphael

Olfa Taamallah

Yan Derocles

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