Report
Olfa Taamallah ...
  • Yan Derocles

Airbus Group : Un T3 2024 finalement sans surprise mais toujours aucune inflexion des volumes à mi-octobre

>Un T3 2024 finalement correct - Sur le T3, nous tablons sur un EBIT Ajusté de 1 179 M€ pour un CA de 15.4 Md€ (respectivement 1 214 M€ et 12.3 Md€ pour le consensus VA), soit une marge de 7.7% (+87 pb). Airbus Commercial devrait tendre vers un EBIT Ajusté de 916 M€, en léger recul de 4.6% (Marge op de 8%), en dépit i/ d’une dégradation de la couverture USD de 2 cents à 1.20, ii/ de sureffectifs, même si la société estime que la progression des effectifs a été ralenti...
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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