Report
Olfa Taamallah ...
  • Yan Derocles

Airbus Group : Reprise de Spirit par Boeing : une nouvelle étape forcée de la ré-internalisation de l’aérostructure pour Airbus ?

>Boeing négocie la reprise de Spirit Aerosystems - Boeing vient de confirmer la tenue de discussions avec Spirit Aerosystems, spin-off réalisé il y a une vingtaine d’année, en vue de sa reprise. Boeing est de loin le premier client de Spirit mais Airbus représentait tout de même 19% de son CA en 2023 i.e. 1 145 M$ (22% en 2022). Spirit est devenu fournisseur d’Airbus en 2006 via l’acquisition de BAE Aerostructures renforcé en 2020 par l’acquisition des actifs d’aérost...
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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