Oddo BHF - DASSAULT AVIATION (AM) Dassault Aviation : Preview S1 2024 – Développements et après-vente compensent la saisonnalité des livraisons

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Oddo BHF

Olfa Taamallah ...

Yan Derocles

Dassault Aviation : Preview S1 2024 – Développements et après-vente compensent la saisonnalité des livraisons

>Un début d’exercice timide pour Falcon - Pour le S1 2024 qui sera publié le 23 juillet après clôture, nous modélisons un EBIT de 227 M€ pour un CA de 2 666 M€ (+16.2%), soit une marge de 8.5% (+194pb). Sur le segment civil, nous attendons la livraison de seulement 12 Falcon dont deux 6X. La société a fixé un objectif de 35 livraisons en 2024, en ligne avec notre attente, après 26 en 2023. Au-delà de l’apport de l’effet volume (3 appareils supplémentaires par rapport ...

03/07/2024 1 FR

Underlying

DASSAULT AVIATION

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FR0014004L86 Euronext Paris France

Provider

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.

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Analysts

Olfa Taamallah

Yan Derocles

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Dassault Aviation : Preview S1 2024 – Développements et après-vente compensent la saisonnalité des livraisons

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 09/26/2024

ODDO BHF Small & MIDCAP MORNING NEWS - 09/26/2024

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 26/09/2024

Verallia : The bottle is half empty...or half full... – New target price of € 34 (vs € 40)

Verallia : La bouteille à moitié vide… ou à moitié pleine… – Nouvel OC de 34 € (vs 40 €)

What to make of the US industrial sector?

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