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

Airbus Group : Feedback from the CMD - Focus maintained

>The focus on production rates is maintained - At the CMD that was hosted in Toulouse on Friday, management finally confirmed its 2022 target for the delivery of 700 aircraft (VA consensus: 698) as such the achievement of a rate of 65 A320 as of the beginning of 2024 before 75 at end-2025 vs 50 at end-2022 (deliveries equivalent to a rate of 57.7 in 2023, 65.1 in 2024 and 69.6 in 2025 for the VA consensus). This optimism is based on visible signs of improvement in the...
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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