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Olfa Taamallah ...
  • Yan Derocles

MTU Aero Engines : Des objectifs jugés finalement prudents en dépit d’un discours optimiste

>Un ton confiant mais une guidance finalement « encore » prudente - MTU a organisé hier son CMD. L’occasion de dévoiler la guidance sur 2022 et la trajectoire jusqu’en 2024. Au global, nous avons trouvé le ton confiant contrastant (encore une fois) avec des objectifs trop conservateurs. Sur 2022, si l’objectif de CA est ressorti 6-10% au-dessus des attentes du consensus à 5.2-5.4 Md€ (intégrant une hausse organique de 15-20% pour les nouvelles livraisons, autour de 1...
Underlying
MTU Aero Engines AG

MTU Aero Engines manufacturers engine modules and components, and providers MRO (Maintenance, Repair and Overhaul) services for commercial aero engines. Co.'s activities range through the development, construction, testing and production of new commercial and military engines and spare parts, through to maintenance, repair and overhaul of commercial and military engines. Co.'s segments comprised of: OEM business (Original Equipment Manufacturing), which covers new commercial engines, including spare parts, and the whole of the military sector; and MRO business, which engaged in commercial maintenance activities covering the areas of maintenance and logistical support for commercial engines.

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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