Norbolsa | Airbus (AIR) delivered 67 aircraft in June, bringing the total number of aircraft delivered in the first half of the year to 323, up 2% compared to the first half of last year. In the second quarter it increased deliveries by 4% compared to the same period last year. It intends to slow the ramp-up of production of the flagship A320neo Family, reaching 75 aircraft created monthly in…

The airline is close to finalising an order for nearly 200 wide body aircraft, which it would split between Airbus’ A350 (8% of the airline’s total orders) and Boeing’s 777X, according to Reuters. The news indicates that the order could be formalised at the Farnborough air show to be held at the end of June. Assessment: Positive news if confirmed, which would support Airbus’ recent announcement to increase its production…

Banc Sabadell: According to Bloomberg, Airbus (AIR) is reported to have delivered 65 aircraft in March (against 49 in February 2024 and 61 in March 2023), bringing total 1Q24 deliveries to c. 144 aircraft (against 127 in 1Q23, an increase of 13%). Assessment: Bloomberg’s anticipated figure (which is usually very close to the final) is positive, as it would indicate that the company continues to show some sequential improvement in…

Link Securities| The Airbus Defence and Space division of European aeronautics manufacturer Airbus (AIR) has reached an agreement to acquire Infodas, a German company that provides cybersecurity and IT solutions in the public sector, including defence and critical infrastructure, Europa Press reported. “With exponential cyber threats, along with the increasing digitalisation and connectivity of its products and systems, cybersecurity is a fundamental component of Airbus’ development,” the manufacturer said in…

Link Securities| Airbus (AIR) confirmed on Tuesday that it will not buy BDS (Big Data and Security), the data and cybersecurity business of Atos, worth an estimated €1.5 billion to €1.8 billion, Europa Press reported. The aeronautical manufacturer, which has not indicated any reason in its statement for not going ahead with the acquisition, had a turnover of €3.789 billion euros in 2023, 11% less than in the previous year…

Banco Sabadell: The company published last week the figure of 49 aircraft delivered during the month of February (compared to 30 in January and 46 in February 2023) bringing total deliveries in 2024 to 79 (against a figure of 66 in February last year, an increase of 20%). On the other hand, a total of two new orders and no cancellations were recorded during the month. Net orders through February…

The aerospace company last week reported 112 aircraft deliveries in December (vs. 64 in November ’23 and vs. 98 in December ’22), bringing the total in 2023 to 735 (vs 661 in 2022; +11%). Airbus thus beat the delivery target of 720 aircraft in ’23, also exceeding expectations (725 BS(e) aircraft). In addition, a total of 807 new orders and 108 cancellations were recorded during the month. Considering cancellations, net…