There is research on this stock available only to PRO subscribers.
From other sites
at CNBC.com (Wed, 12:15PM)
at CNBC.com (Mon, 9:40AM)
at CNBC.com (Dec 10, 2014)
at CNBC.com (Dec 10, 2014)
at CNBC.com (Dec 3, 2014)
at CNBC.com (Nov 21, 2014)
at CNBC.com (Nov 20, 2014)
at CNBC.com (Nov 19, 2014)
at CNBC.com (Nov 17, 2014)
at CNBC.com (Nov 7, 2014)
Wide Body Battle: Boeing 787-10 Or Airbus A350-900?
- Boeing 787-10 seems to be more efficient than the Airbus A350-900.
- Fuel efficiency of the Boeing 787-10 mainly depends on the empty mass of the airframe.
- Figures provided by Boeing seem to yield a higher advantage for the biggest Dreamliner.
- Calculations show reduction in fuel burn per trip is slightly lower than estimated by Airbus.
- Calculations show reduction in fuel burn per seat in line with estimates by Airbus.
- Although not as efficient as the Dreamliner Airbus A330neo remains an attractive airplane.
Airbus: The Revenue Growth Is Still Far Behind The Backlog Growth
- Airbus announced its results for the last quarter and the first 9 months of the year.
- The company posted modest revenue growth and strong earnings growth.
- Airbus saw its backlog grow but the company's cash position worsened due to project spending.
Update: Airbus Reports Strong Growth, Not Undervalued Compared To Boeing Any LongerJonathan Weber • Sun, Nov. 16
- Airbus reported operating income growth of 14% in Q3, and EPS growth of 18% for the first nine months of 2014.
- In my original article, I had forecasted strong growth, I have been right so far.
- In my original article, I also rated Airbus attractive based on a slight undervaluation compared to its peer Boeing.
- Airbus' valuation expanded and is now higher than Boeing's. I rate Airbus a "hold" now.
- Airbus to sell 250 A320neo aircraft to Indian IndiGo airline.
- Airbus has higher order intake than its competitor Boeing.
- Airbus has an immense order backlog of about $900 billion.
- Airbus trades at a discount compared to its peer Boeing.
- Airbus' prospects are improving as evident from the sales and earnings growth reported for the first half of 2014.
- Backlog has reached a new high after the company made record number of deals at the recently held Farnborough air show.
- Airbus' re-engineered jets A320neo and A330neo are the center of attention as customers are flocking to buy them.
Heavy Metal - Airbus Vs. Boeing In The Large Aircraft Market
- There have been several new product announcements in the large aircraft market, and they are all important for the financial performance of their creators, Airbus and Boeing.
- The big twins have proven themselves, and their belly cargo capacity is an added plus.
- There should still be a place for the A380, but the B747-8I is looking increasingly exposed.
What A Big Airbus Order From China May Mean For Boeing
- The Chinese president will visit France and Germany next week.
- During this visit an order for 150 Airbus aircraft worth $20B could be announced.
- If this happens the order and the details should be analyzed thoroughly by Boeing.
- Strategically China seems to favor Airbus over Boeing.
There are no Transcripts on EADSY.
Fri, Dec. 19, 8:03 AM| Comment!
Tue, Dec. 16, 2:52 PM
- Airbus (OTCPK:EADSF, OTCPK:EADSY) announces the resignation of COO Gunter Butschek, the no. 2 exec at its planemaking unit who is credited with expanding the use of car industry techniques at the company.
- Butschek will be succeeded by Tom Williams, executive VP in charge of Airbus programs, who will in turn be replaced by A350 program chief Didier Evrard.
- Aerospace industry sources tell Reuters that Butschek left of his own volition, with no connection between the resignation and a sharp drop in shares following an investor meeting last week.
Mon, Dec. 15, 8:17 AM
- AirAsia X has placed a firm order with Airbus (OTCPK:EADSY) for 55 A330neo jets, worth $15B at list prices, after placing a provisional order for 50 of the aircraft at the Farnborough Airshow in July.
- The purchase also translates into large order for Rolls-Royce (OTCPK:RYCEF), which is the sole engine provider for the A330neo.
Fri, Dec. 12, 3:59 PM
- Airbus (OTCPK:EADSF, OTCPK:EADSY) and Qatar Airways say they have rescheduled delivery of the first A350 jetliner for Dec. 22 after canceling an effort to hand over the aircraft this weekend when the airline requested fixes to it that required additional flight tests.
- The carrier is buying 80 of the Airbus jets, and plans to start service with the A350 in mid-January; Airbus had orders for 778 of the planes as of the end of last month.
Thu, Dec. 11, 12:36 PM
- Airbus (OTCPK:EADSF, OTCPK:EADSY) will not abandon production of its A380 superjumbo, the head of the company's commercial jet unit said today as he promised to attract new buyers and eventually upgrade the aircraft.
- The exec was trying to dispel concerns over the A380's future after CEO Harald Wilhelm told investors yesterday that one of the options could be ceasing production at the end of the decade.
- Airbus has suffered order cancellations on the A380 as airlines worry about filling an aircraft that seats ~525 passengers and costs $414M at list price.
- Earlier: Airbus continues plunge following flat profit forecast
Thu, Dec. 11, 7:18 AM
- After plummeting 10% yesterday due to worries over further A330 production cuts, Airbus (OTCPK:EADSY) is dropping again in early trade due to a new profit forecast.
- Surprising investors who had expected new and recently upgraded models to start boosting results, Airbus is predicting flat profits in 2016.
- Airbus shares are down 3.9% in London.
Wed, Dec. 10, 12:30 PM
- Airbus (OTCPK:EADSF -9.3%) says it is likely to further cut production of its A330 long-range jet and that it faces a delay in delivering the first A350 jetliner to Qatar Airways.
- Airbus earlier this year announced plans to cut production next year of the A330 to nine aircraft per month from 10 amid weakening demand, and CEO Tom Enders told investors today that output will fall further in 2016.
- Even as Airbus confirmed its earnings targets for the year, CFO Harald Wilhelm said inventory levels would rise next year amid the production ramp up for the new A350 jet and that cash flow could be negative.
- Despite bulging order books that stretch out to the end of the decade, Airbus and Boeing (BA -2.3%) have struggled to sell some plane types; Boeing said yesterday it would cut output of its 747 jumbo that has been selling poorly.
Wed, Dec. 10, 7:37 AM
- According to Airbus’ (OTCPK:EADSY) 2014-2033 Global Market Forecast, China will need over 5,300 new passenger aircraft and freighters in the next 20 years.
- The figure represents 17% of the world total demand for over 31K new aircraft between 2014-2033.
- Airbus also expects domestic air traffic in China to become the world’s number one within 10 years. China will overtake the U.S. in terms of of passengers in 2023, and in terms of RPK (Revenue Passenger Kilometer) in 2027.
Tue, Dec. 9, 8:05 AM
- Strong demand for more fuel-efficient jets has driven production at Boeing (NYSE:BA) to record levels. Boeing and rival Airbus (OTCPK:EADSY) have already built more than 1,200 planes in 2014.
- Boeing projects demand for $124B in jetliner financing next year as airlines need to fund more than 1,300 aircraft deliveries planned for 2015.
- Airlines and lessors "will continue to have access to highly efficient financing," said Tim Myers, vice president at Boeing Capital. Demand for financing is expected to continue to grow through the decade and reach $156B in 2019.
Fri, Dec. 5, 12:22 PM
- Monthly sales reports are out from the top two plane manufacturers, and Boeing (BA +0.7%) continues to run ahead of Airbus (OTCPK:EADSF, OTCPK:EADSY) for the most planes ordered and delivered in 2014.
- According to Reuters, Boeing has net orders of 1,274 for the year and has delivered 647 aircraft, while rival Airbus has net orders of 1,031 and has delivered just 554 planes.
- Boeing looks set to top 1,300 net orders for a second straight year, exceeding an internal target of 1,100 and reaching what had seemed an unlikely scenario just a few months ago.
Wed, Dec. 3, 3:43 PM
- Boeing (BA -0.1%) COO Dennis Muilenburg says it is on track to deliver the 110 787 Dreamliners it forecast for this year, despite signs that deliveries fell below target last month.
- Sterne Agee analysts say Dreamliner deliveries may total just seven for November, which would bring the year's total to 97; if so, it would be impossible to build 13 Dreamliners in December to reach the projected total.
- Muilenburg also says Boeing's loss of a large Delta Air Lines widebody order to Airbus (OTCPK:EADSF, OTCPK:EADSY) was due to the unavailability of delivery slots, noting that Delta needed the planes "sooner than we had slots available."
Wed, Dec. 3, 4:48 AM
- Creating a new joint venture to build a less expensive version of the European satellite launcher Ariane, Airbus (OTCPK:EADSY) and Safran (OTCPK:SAFRY) will combine their space launcher activities under a new JV called Airbus Safran Launchers.
- The two will begin building the Ariane 6 rocket in January and expect it to launch in 2020.
Tue, Dec. 2, 6:14 AM| Comment!
Mon, Dec. 1, 7:56 AM
Fri, Nov. 28, 7:22 AM
- Airbus (OTCPK:EADSY) and Dassault Aviation (OTC:DUAVF) intend to complete the sale of Airbus's €4.8B stake in the French planemaker by the end of next year, Reuters reports.
- Plans to reduce the 46.3% stake were recently put on hold due to market volatility.
- Airbus has said that it plans to sell around 10% to institutional investors, while Dassault Aviation has won approval from its shareholders to buy back up to another 10%. The entire shareholding should be settled by the end of next year.
Thu, Nov. 20, 6:39 PM
- Boeing (NYSE:BA) says it has no plans to extend the range of its forthcoming 737 MAX 9 jetliner in response to Airbus' (OTCPK:EADSF, OTCPK:EADSY) move to offer a long-range version of its competing A321 aircraft.
- Last month, Airbus said it would add fuel tanks to the A321neo to increase its range, targeting a market niche left open by the out-of-production Boeing 757; Airbus said the plane would have ~100 nautical miles more range than the 757-200W.
EADSY vs. ETF Alternatives
European Aeronautic Defence & Space Co (EADS) is a global aerospace, defence and related services corporation. Co.'s operations include the aircraft manufacturer Airbus, the helicopter supplier Eurocopter and the joint venture MBDA, an international supplier of missile systems. Co. is the major... More
Other News & PR