airbus

Airbus 320

Boeing 737 Max model, involved in last week’s Air Alaska incident, is in direct competition with Airbus’ A320

Banco Sabadell : The FAA (Federal Aviation Administration) decided to order a flight ban on the 737 Max model 9 (the longest-range variant of the single-aisle models) following the Alaska Air incident on the night of 5 January last. Specifically, the incident was caused by the loss of part of the fuselage during flight -its plugged exit door exited the airframe shortly after departure from Portland International Airport- which resulted…


Airbus 320

Airbus offers between €1.5 and €1.8 billion for Atos Big Data and security business

Link Securities | French IT company Atos has released a statement explaining that European aeronautics giant Airbus (AIR) has offered between €1.5 billion and €1.8 billion for its Big Data and Security business. The acquisition of BDS could significantly accelerate AIR’s digital transformation and enhance the company’s defence and security portfolio with strong capabilities in cyber, advanced computing and artificial intelligence, AIR said. Discussions continue on the price to be…


Airbus 320

Airbus aircraft deliveries up to 623 so far this year, 13% more than in 2022, 113 new orders

Banc Sabadell | Airbus (AIR) reported 64 aircraft deliveries during November (against 68 in November 2022 and 71 in October 2023) bringing the total in 2023 to 623 (against 550 in November 2022; up 13%). On the other hand, a total of 113 new orders and 52 cancellations were recorded during the month. Considering cancellations for the year as a whole, net orders until November 2023 stand at 1,395 (against…


Airbus

Airbus delivers 55 aircraft in September, same number as a year ago, year-to-date total reaches 488 compared to 437 in September 2022

BancoSabadell: At the beginning of the week, the aeronautical company announced the delivery of 55 aircraft in September (compared to 52 in August ’23 and 55 in September ’22), bringing total deliveries in 2023 to 488 (against 437 in August ’22; +12%). On the other hand, a total of 23 new orders and no cancellations were recorded during the month. Considering cancellations for the year as a whole, net orders…


airbus A320

Airbus delivers 52 aircraft in August, receives 117 new orders; total deliveries for year at 433

Banc Sabadell| Airbus (AIR) announced this week the delivery of 52 aircraft during August (versus 65 in July 2023 and 39 in August 2022; +33%) bringing total deliveries in 2023 to 433 (versus 382 in August 2022). On the other hand, a total of 117 new orders and no cancellations were recorded during the month. Considering cancellations for the year as a whole, net orders until August 2023 stand at…


airbus A320

Improved supply chain situation helps Airbus deliver 65 aircraft in July, 381 so far this year

Banc Sabadell | Airbus (AIR) reported on Friday before the opening bell the delivery of 65 aircraft during the month of July (vs. 72 in June 2023 and vs. 46 in July 2022; +41%) bringing total deliveries in 2023 to 381 (vs 341 in July 2022). On the other hand, a total of 60 new orders and 3 cancellations were recorded during the month. Considering cancellations, net orders until July…


starlab

Airbus and Voyager Space form joint venture to develop, build and operate Starlab

Link Securities| The Spanish daily, Expansión, reports on Thursday that European aerospace company Airbus (AIR) and US-based Voyager Space have announced the creation of a joint venture that will develop, build and operate Starlab, one of the projects to succeed the International Space Station. The agreement deepens the collaboration already announced last January when Voyager, which is also partnering with US-based Lockheed Martin on the project, selected Airbus as a…


airbus A320

Supply normalisation bodes well for earnings and cash generation outlook for Airbus

Morgan Stanley| Management hosted a Business Update on Wednesday during the Paris Air Show, focusing on supply chains and production ramp-up. Specifically, Ross Law (analyst) estimates that during the event, the company has received orders for 846 aircraft, which according to the Airbus CEO, brings the total order backlog to 8,000 units, equivalent to 10 years of production at the current rate. With this, Ross highlights that the current strong…


airbus A320

Airbus reportedly favourite (over Boeing) to win IndiGo’s 500 A320 aircraft order

Banc Sabadell | According to Reuters, Airbus (AIR) is reportedly the favourite (over Boeing) to win IndiGo’s 500 A320 aircraft order, making it the industry’s largest order by volume (versus one for 470 aircraft placed by Air India a few months ago). On the other hand, both Airbus and Boeing are reportedly also competing to sell 25 aircraft (AIR’s A330neo or Boeing’s 787) to the same airline. No statement has…


centros de datos

Airbus not to buy 30% stake in Atos Big Data spin-off: unwilling to invest €1.2bn in company it does not control

Singular Bank | Atos is in the process of splitting itself into an IT services unit and Evidian, which it plans to float this year. The restructuring would give Atos shareholders 70% of Evidian, and Atos plans to sell the remaining stake to finance its own transformation. Many Airbus shareholders commented their disagreement on the potential investment after it was made public last month, as it could be an inefficient…