Airbus (Aerospace Defense)
AlphaValue
Different by nature : because we have neither investment banking nor execution, our research is totally unconflicted.
Note: This is a daily stock update and the information stands true as of 06/01/25, 09:00 CET.
Company Update: According to market rumors relayed by Reuters (and uncommented by the company), Airbus appears to have narrowly missed its 2024 delivery target, with 760 aircraft delivered compared to the expected 770, bringing December deliveries to around 120. The official figure is expected to be announced on January 9.
While it is slightly below Airbus’s target, this figure still exceeds the consensus estimate of 755 deliveries for 2024 and the miss should not be considered material.
The production ramp-up is still one of the challenges faced by Airbus, notably due to the issues in its supply chain (engines and seats notably).
Interested in reading an expert opinion given by AlphaValue? Read the full blog or Subscribe to our daily updates on AlphaValue website.
For more information, please contact AlphaValue Sales Team at [email protected]
AlphaValue, founded in 2007 by Pierre-Yves Gauthier and André Le Grand, has become the leading provider of independent European equity and credit risk research. We offer agnostic analysis of business models and valuations, helping clients assess their investment risks and opportunities.