Report
Olfa Taamallah ...
  • Yan Derocles

Airbus Group : Sell-side dinner – No breaking news but confidence expressed

>Signs of tighter control - At a sell-side dinner in London, Thomas Toepfer (Airbus CFO) reiterated the FY 2024 guidance and the group’s priorities. Our key takeaways: The main priority remains ramping up production, with Airbus on track to meet its targets of 75 A320s/month, 14 A220s, 4 A330s (in FY24) and 10 A350s in FY 2026, even if supply chain management remains a challenge, particularly for engines, APUs and the availability of certain raw materials and cab...
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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