Airbus is an European Aeronautic Defense and Space company whose core business is the manufacturing of commercial aircraft, civil and military helicopters, commercial space launch vehicles, missiles, military aircraft, satellites and defense systems and defense electronics and the rendering of services related to these activities. Co. organizes its businesses into the following five operating divisions: Airbus Commercial, Airbus Military, Eurocopter, Cassidian and Astrium. In addition, Co.'s Other Businesses division engages in the development, manufacturing, marketing and sale of regional turboprop aircraft and aircraft components.
  • TickerEAD
  • ISINNL0000235190
  • ExchangeEuronext Paris
  • SectorAerospace & Defense
  • CountryNetherlands

Analysts

1 director sold

A director at Airbus Group N.V. sold 40,000 shares at 113.820EUR and the significance rating of the trade was 84/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of b...

Airbus - Assemblée générale des actionnaires du 10 avril 2019

Proxinvest publiera une étude analysant les résolutions proposées lors de la tenue de l’assemblée générale des actionnaires. Vous pouvez l'acquérir dès à présent et elle vous sera adressée par ResearchPool une fois publiée.

Chris Higgins

Morningstar | Airbus Is Ramping Up the A350 and A320 and Shutting Down the A380

Airbus designs, develops, and manufactures commercial and military aircraft, as well as space launch vehicles and satellites. The company operates across three business units: commercial aircraft, helicopters, and defense and space. The commercial aircraft business accounts for roughly 75% of revenue, and we expect this percentage to increase over the coming years.Airbus is a story of transformation, which is evident through its changes. Before 2007, there were two co-CEOs, which was a suboptimal structure, and the French and German states played a large role in decision-making at the company....

Chris Higgins

Airbus Is Ramping Up the A350 and A320 and Shutting Down the A380

Airbus delivered its A380 cancellation announcement with 2018 results that crushed consensus and our expectations. The company's adjusted EBIT in the quarter landed at EUR 3 billion versus consensus of EUR 2.4 billion. The A320neo premium, a $0.05 improvement in maturing hedges, and higher A350 pricing drove profits higher. The A330 and A220 as well as research and development spending partially offset these tailwinds. Given the strong 2019 outlook--the adjusted EBIT guide of around EUR 6.7 bill...

Alexandre Iatrides ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Bruno Cavalier
  • Charles Lepetitpas
  • Delphine Brault
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Olfa Taamallah
  • Olivier Lebrun
  • Roland Pfaender
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/15/2019

...

Airbus SE - December 2017 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Airbus SE: Airbus' better than expected results are credit positive; ongoing challenges may weigh on the strong 2018 guidance

Airbus delivered a stronger set of results in 2017 than expected, however, recent GTF engine issues may weigh on the 2018 guidance.

Airbus SE: Still Strong Backlog, Market Position and Liquidity Offset Weak Credit Metrics and Ongoing Operational Challenges

CORPORATES CREDIT OPINION 20 December 2017 Update RATINGS Airbus SE Domicile Netherlands Long Term Rating A2 Type Senior Unsecured - Fgn Curr Outlook Stable Please see the  ratings section  at the end of this report for more information. The ratings and outlook shown reflect information as of the publication date. Contacts Jeanine Arnold 49-69-70730-789

Airbus SE - September 2017 (LTM): Peer Snapshot

Peer Snapshot:  Airbus SE - September 2017 (LTM) 1 December 2017 (in US millions) FYE Dec-15 FYE Dec-16 LTM Sep-17 FYE Dec-15 FYE Dec-16 LTM Sep-17 FYE Dec-15 FYE Dec-16 LTM Sep-17

Airbus SE: 2017 Company Guidance Confirmed, but Numerous Headwinds May Materially Pressure Airbus' Future Cash Flows

CORPORATES ISSUER COMMENT 2 November 2017 Contacts Jeanine Arnold +49.69.7073.0789 VP-Sr Credit Officer [email protected] Oleksandr Yermolayev +49.69.7073.0752 Associate Analyst [email protected] Matthias Hellstern +49.69.7073.0745 MD-Corporate Finance [email protected] CLIENT SERVICES Americas 1-212-553-1653 Asia Pacific 852-3551-3077 Japan 81-3-5408-4100 EMEA

Chris Higgins

Morningstar | Airbus Is Ramping Up the A350 and A320 and Shutting Down the A380

Airbus designs, develops, and manufactures commercial and military aircraft, as well as space launch vehicles and satellites. The company operates across three business units: commercial aircraft, helicopters, and defense and space. The commercial aircraft business accounts for roughly 75% of revenue, and we expect this percentage to increase over the coming years.Airbus is a story of transformation, which is evident through its changes. Before 2007, there were two co-CEOs, which was a suboptimal structure, and the French and German states played a large role in decision-making at the company....

Chris Higgins

Airbus Is Ramping Up the A350 and A320 and Shutting Down the A380

Airbus delivered its A380 cancellation announcement with 2018 results that crushed consensus and our expectations. The company's adjusted EBIT in the quarter landed at EUR 3 billion versus consensus of EUR 2.4 billion. The A320neo premium, a $0.05 improvement in maturing hedges, and higher A350 pricing drove profits higher. The A330 and A220 as well as research and development spending partially offset these tailwinds. Given the strong 2019 outlook--the adjusted EBIT guide of around EUR 6.7 bill...

Alexandre Iatrides ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Bruno Cavalier
  • Charles Lepetitpas
  • Delphine Brault
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Olfa Taamallah
  • Olivier Lebrun
  • Roland Pfaender
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/15/2019

...

Alexandre Iatrides ...
  • Alfred Glaser
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Bruno Cavalier
  • Charles Lepetitpas
  • Delphine Brault
  • Emmanuel Matot
  • Fehmi Ben Naamane
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Matthias Desmarais
  • Michael Foundoukidis
  • Nicolas David
  • Olfa Taamallah
  • Olivier Lebrun
  • Roland Pfaender
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 15/02/2019

Et si le Royaume-Uni et l’Union européenne ne parvenaient pas à s’entendre pour organiser le Brexit en douceur... Telle est l’hypothèse de travail de cette étude. Au Royaume-Uni, le pays perdant d’un coup tous les avantages commerciaux existants, il s’en suivrait une chute brutale du commerce, une désorganisation des chaînes de production, un stress financier majeur, bref une sévère récession. Le choc pèserait aussi, mais à un degré moindre, sur le reste de l’Europe. On examine ici le...

Antoine Boivin-Champeaux ...
  • Yan Derocles

Airbus Group : Visibility on the programmes but clarification on the strategy needed

>A350 and helicopters behind the solid Q4 2018 performance - Stripping out the “eliminations” line, the difference in the performance vs Q4 2018 forecasts (adj. EBIT of € 3,096m vs € 2,360m for the consensus) was due to i/ the A350 programme, particularly, which was buoyed by an improvement in pricing, a more rapid-than-expected modelling of the learning curve and cost controls which enabled the group to achieve breakeven excluding R&D as of 2018, according to the CFO...

1 director sold

A director at Airbus Group N.V. sold 40,000 shares at 113.820EUR and the significance rating of the trade was 84/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of b...

Anis Zgaya ...
  • Antoine Boivin-Champeaux
  • Christophe Chaput
  • Louis Boujard
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Corby
  • Stephane Houri
  • Veysel Taze
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 01/24/2019

...

Anis Zgaya ...
  • Antoine Boivin-Champeaux
  • Christophe Chaput
  • Louis Boujard
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Corby
  • Stephane Houri
  • Veysel Taze
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 24/01/2019

...

Ahmed Ben Salem ...
  • Antoine Boivin-Champeaux
  • Christophe-Raphaël Ganet
  • Igor Kim
  • Jean Sassus
  • Jean-Baptiste Rouphael
  • Martial Descoutures
  • Pierre Corby
  • Roland Pfaender
  • Steven Gould
  • Valentin Pernet
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/01/2018

...

Ahmed Ben Salem ...
  • Antoine Boivin-Champeaux
  • Christophe-Raphaël Ganet
  • Igor Kim
  • Jean Sassus
  • Jean-Baptiste Rouphael
  • Martial Descoutures
  • Pierre Corby
  • Roland Pfaender
  • Steven Gould
  • Valentin Pernet
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 01/11/2018

...

Ahmed Ben Salem ...
  • Alex Koagne
  • Antoine Boivin-Champeaux
  • Florent Laroche-Joubert
  • Jean Sassus
  • Jean-Baptiste Rouphael
  • Jerôme Bodin
  • Oussema Denguir
  • Pierre Tegner
  • Pierre Corby
  • Stephane Houri
  • Valentin Pernet
  • Yan Derocles

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/17/2018

...

AIRBUS SE sees an upgrade to Slightly Positive due to a better fundamental star rating

The general evaluation of AIRBUS SE (FR), a company active in the Aerospace industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as moderately risky. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Slightly Positive. As of the analysis date February 1, 2019, the closing price was EUR 101.12 and its potential was estimated at EUR 106.18.

Airbus Group

Airbus Group

Airbus Group

Airbus Group

Airbus - Assemblée générale des actionnaires du 10 avril 2019

Proxinvest publiera une étude analysant les résolutions proposées lors de la tenue de l’assemblée générale des actionnaires. Vous pouvez l'acquérir dès à présent et elle vous sera adressée par ResearchPool une fois publiée.

Airbus – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Proxy Report - 11/04/2018

Airbus Group knew a corruption scandal these last months, because of undeclared commissions totalling € 18.2 B in order to sign commercial contracts with several states. CEO Thomas Enders denounced the irregularities of the company to the British Serious Fraud Office. He will not stand for election at the end of his term. Fabrice Brégier, COO, resigned in February 2018 (www.spiegel.de/international/business/airbus-corruptionscandal- threatens-ceo-tom-enders-a-1171533.html). Proxinvest evaluated Enders’ total pay at €5,230,864, which represents 128% of the median total CEO remuneration in the ...

Proxy Report - 11/04/2018

Airbus SE est dans une situation de résultats financiers encourageants, où l'ensemble de ses résultats clés sont en hausse et où la trésorerie est positive. Pourtant, le groupe se trouve dans une situation de tourmente médiatique importante, car il est le sujet de plusieurs enquêtes de corruption, pour ne pas avoir déclaré le versement de l'équivalent de 18,2 milliards de dollars de commissions versées à des intermédiaires pour la réalisation de vente d'avions. Dans une telle situation, Thomas Enders, Directeur Général, a dénoncé les irrégularités du groupe au Serious fraud Office, le parquet ...

Etude de l'AG du 12/04/2017

Important : Formulaire CFONB généré par la plateforme Proxinvest non valide pour les sociétés de droit néerlandais. Utilisation obligatoire du formulaire fourni par l'émetteur Le commissaire aux comptes titulaire, Ernst & Young, est renouvelé cette année encore, ce qui est une pratique coutumière aux Pays‐Bas.Cependant, nous notons un montant excessif des honoraires hors audit par rapport aux honoraires d'audit pur, ce qui met en péil l'indépendance des commissaires aux comptes (Résolution 5).Nous ne soutenons pas l'un des trois administrateurs renouvelé cette année (Ralph Dozier Crosby, Jr). ...

Valérie GASTALDY

Analyse court terme - AIRBUS GROUP NV : Les prix baissent.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 95,36 €. La tendance baissière serait remise en cause au-dessus de 110,90 €.

Valérie GASTALDY

Short term view - AIRBUS GROUP NV : Falling prices.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at €95.36. The bearish trend would be challenged above €110.90.

Valérie GASTALDY

Analyse court terme - AIRBUS GROUP NV : La tendance est baissière.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 95,36 €. La tendance baissière serait remise en cause au-dessus de 110,90 €.

Valérie GASTALDY

Short term view - AIRBUS GROUP NV : The trend is bearish.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at €95.36. The bearish trend would be challenged above €110.90.

Valérie GASTALDY

Analyse moyen terme - AIRBUS GROUP NV : La baisse récente gagne en vigueur.

La tendance est haussière. La baisse récente gagne en vigueur. Le prochain support est à 96,92 €. La tendance serait remise en cause par la rupture de 90,20 €.

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