Airbus April 2020 YTD O&D
Here is our updated model. No surprise, trading has dropped off the cliff – see Slide 2 Amazingly, Egyptair is the #1 delivery customer YTD Slide 8 shows the MoM remains alive, but only just. For Airbus, this remains a…
Category Airbus
Airbus Q1: lower results, response to crisis still assessed
Airbus is still assessing the implications of the Covid-crisis on its outlook and hasn’t announced new measures yet to cope with the “gravest crisis the aerospace industry has ever known”, CEO Guillaume Faury said on April 29 at the presentation…
Airbus cuts production rates – except for A220
Airbus has made the inevitable decision to cut production rates of all types as from this month, it announced on April 8. The unprecedented impact of Covid-19 on air travel has airlines running to seek delivery deferrals and in some cases…
Airbus strengthens cash buffers to weather crisis (update 3/30)
Airbus has strengthened its cash position by securing a new credit facility of EUR 15 billion, the airframer reported on March 23. Together with existing facilities the company has now EUR 30 billion in cash available, which it thinks is…
What a difference one month makes – Delta’s A220 improvements stand out
When we published a table that showed Delta’s A220 was struggling over 2019 there was quite a reaction. The DoT just released the January data and there has been a sharp improvement with Delta’s A220s. The following table shows the…
Airbus February O&D
Yesterday Airbus published their latest numbers and here is our updated O&D model. No orders in February. Our model history goes back to 2000, and this has not happened before during the period. It looks like being a bad year…