空中客车北美业务主管表示，行业正推动美国政府放宽关税。 ...

智通财经4月24日电，沙特航空集团与空中客车公司签署协议，将购买多达20架宽体飞机。 ...

A comment from Delta shook Airbus stock this week.For the second day running, shares of Europe's Airbus (EADSY -1.94%) are declining. As of 11:40 a.m. ET Friday, the aerospace giant's stock is down 2.9%, bringing losses for the past two days past 6%. But why?Yesterday, Delta Air Lines (NYSE: DAL) told investors on its morning quarterly conference call that the airline intends to "minimize" any tariffs it might have to pay under President Donald Trump's on-again, off-again "reciprocal tariffs" initiative. Sa ...

Airbus Group (EADSY) shares soared 8.3% in the last trading session to close at $40.51. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 16.1% loss over the past four weeks.Airbus recently signed a preliminary agreement with Amazon to provide airlines with connectivity through Amazon’s upcoming Kuiper constellation of satellites. The announcement of this collaboration, which should enable airlines to enhance their connectivity opt ...

Airbus SE (EADSY) secured a contract to provide logistics support and engineering services for the UH-72 Lakota helicopter. The award has been offered by the Army Contracting Command, Redstone Arsenal, AL.Valued at $315 million, the contract is expected to be completed by Dec. 31, 2025. The majority of the work related to this deal will be carried out in Grand Prairie, TX.EADSY’s Expertise in Military Helicopters As nations are upgrading their defense capabilities, expenditures on cutting-edge defense equip ...

证券时报网讯，高盛分析师Victor Allard维持对空中客车股票的买入评级，目标价为179欧元。 空中客车公司是欧洲最大、全球第二大的航空航天和国防工业公司。 该公司主要业务包括商用飞机（占71.8%的净销售额）、国防和航空航天系统（占17.4%）以及民用和 军用直升机（占10.8%）。 校对：廖胜超 ...

Airbus SE (EADSY) recently announced that it has successfully shipped the first of up to 82 H145M helicopters to Germany within a year of signing the contract. The duties of the multi-role military helicopter include light assault, special forces operations, reconnaissance and training.EADSY’s Deal With German Armed Forces In December 2023, the Bundeswehr (German Armed Forces) and Airbus Helicopters inked a contract to acquire up to 82 multi-role H145M helicopters (62 firm orders plus 20 options), the large ...

Airbus SE Nine Months 2024 Earnings Conference Call Summary Company Overview - **Company**: Airbus SE - **Date of Call**: October 30, 2024 - **Participants**: Guillaume Faury (CEO), Thomas Toepfer (CFO), Helene Le Gorgeu (Head of Investor Relations) Key Points Industry Context - The aerospace industry is facing a complex and fast-changing environment due to geopolitical uncertainties and supply chain challenges [9][10] - Airbus is focused on ramping up production in commercial aircraft and transforming its Defense and Space divisions [9] Leadership Changes - The Board of Directors proposed the renewal of Guillaume Faury's mandate as CEO at the next AGM [6] - Lars Wagner, CEO of MTU Aero Engines, will join Airbus in 2026 to succeed Christian Scherer as CEO of Commercial Aircraft [7][8] Financial Performance - **Revenue**: €44.5 billion, up 5% year-on-year, driven by commercial aircraft deliveries and Air Power business [24] - **EBIT Adjusted**: Decreased to €2.8 billion from €3.6 billion year-on-year, impacted by charges in the space business [26] - **Free Cash Flow**: Negative €4.8 billion, reflecting inventory buildup for Q4 deliveries [12] - **Net Income**: €1.8 billion, with earnings per share of €2.29 [32] Commercial Aircraft - Delivered 497 commercial aircraft year-to-date, compared to 488 last year [11] - Strong demand with 667 gross orders booked, including 457 for the A320 family [13] - Backlog for the A320 family stands at 7,253 aircraft, with over two-thirds for the A321 [13] Defense and Space - Order intake for Defense and Space reached €11 billion, with €4.5 billion in Q3 [17] - The space business is undergoing a transformation due to competitive pressures and the need for consolidation [19][21] Challenges and Risks - The company is facing challenges in the supply chain, particularly with engines from Pratt & Whitney and CFM [80][81] - Inflation is expected to have a negative effect of a couple of hundred million euros in 2024 [72] - The ongoing Boeing strike may indirectly impact Airbus suppliers [82] Future Guidance - Airbus targets around 770 commercial aircraft deliveries in 2024, with EBIT adjusted of around €5.5 billion and free cash flow before customer financing of around €3.5 billion [48] - The company is focused on operational efficiency and prioritizing activities that drive performance [50] Additional Insights - Airbus is implementing a lead initiative to refocus on ramp-up and operational efficiency, counterbalancing negatives such as high staffing levels and inflation [60] - The company is exploring ways to strengthen the European space sector and improve competitiveness [21][63] Conclusion - Airbus remains committed to its priorities in commercial aircraft ramp-up and Defense and Space transformation, while navigating a challenging operating environment [49]

| --- | --- | --- | --- | |----------------------------------|-------------------------------------------------------|-------|-------| | | | | | | | | | | | - 9m Results 30 October 2024 | 2024 | | | | Guillaume FAURY Thomas TOEPFER | \| Chief Executive Officer \| Chief Financial Officer | | | 2 Safe Harbour Statement DISCLAIMER This presentation includes forward-looking statements. Words such as "anticipates", "believes", "estimates", "expects", "intends", "plans", "projects", "may" and similar expressions ...

Second question, does that mean that our EBIT should grow over proportionately? I would clearly say, yes, there's two factors. One is that if we grow our output, the fixed cost absorption, of course, will increase. And as I said, you also told you also earlier, once we have achieved a stable production rate, the second factor is that we will be able to drive out what I would call acceleration cost that we're currently still having. So, I would say there's at least two factors that speak for an EBIT increase ...