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Airbus Group (Air): seguimiento de la acción

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Airbus Group (Air): seguimiento de la acción
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Airbus Group (Air): seguimiento de la acción
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#514

Re: Airbus Group (Air): seguimiento de la acción

más que sin vender, Airbus creo que tiene una pila de aviones acabados sin entregar a los clientes, lo que probablemente significa que las aerolíneas no hacen el pago gordo asociado a la recepción del avión, y esto son más problemas de caja.
En parte parece que el personal de las aerolíneas no puede viajar por las restricciones que hay a inspeccionarlos y realizar pruebas con los mismos, o tienen que guardar las cuarentenas (por ejemplo, creo que a los chinos en EE.UU solo dejan entrar a personal del organismo oficial de navegación, pero no al de las aerolíneas).
Y esto puede servir de excusa a las aerolíneas para demorar la recepción.

En este artículo comentan estos temas:
https://www.flightglobal.com/airframers/airbus-and-boeings-undelivered-jet-inventories-swell-amid-pandemic/139499.article
Airbus holds 166 completed, undelivered jets, including 123 narrowbodies and 43 widebodies,  Airbus’s fleet on 27 July of 166 completed, not-delivered commercial jets includes 11 A220s, 112 A320-family aircraft, 14 A330s, 25 A350s and four A380s, Cirium shows.
Airbus confirms that, at the end of June, it had “130 aircraft which we were unable to deliver due to Covid-19”.
on 1 January, when Airbus had 21 undelivered commercial jets 
#515

Re: Airbus Group (Air): seguimiento de la acción

 

Boeing Plans Deeper Job and Production Cuts

The U.S. aerospace giant reported a loss of $2.4 billion in the second quarter, reflecting the impact of the coronavirus pandemic as well as the prolonged grounding of the 737 MAX aircraft.16 
#517

Re: Airbus Group (Air): seguimiento de la acción

El CEO de Aercap, que debe de ser el principal cliente de Airbus y Boeing, comentó ayer en la presentación de resultados que esperaba más recortes en la producción de aviones, ya que muchas  aerolíneas no están en condiciones de recepcionar los aviones: ni los usarían ni podrían pagarlos, o tendrían que ir a una guerra de tarifas para llenarlos.
Con lo cual, si los fabricantes les fuerzan a cumplir los compromisos, les llevarían a la bancarrota con peores consecuencias a medio plazo al quedarse sin clientes. Así que comentó que mejor que adapten la producción a las condiciones del mercado y permitan demorar las entregas comprometidas algún año.
#518

Re: Airbus Group (Air): seguimiento de la acción

Resultados Airbus



 
Amsterdam, 30 July 2020 – Airbus SE (stock exchange symbol: AIR) reported consolidated financial results for the Half-Year (H1) ended 30 June 2020. “The impact of the COVID-19 pandemic on our financials is now very visible in the second quarter, with H1 commercial aircraft deliveries halving compared to a year ago,” said Airbus Chief Executive Officer Guillaume Faury. “We have calibrated the business to face the new market environment on an industrial basis and the supply chain is now working in line with the new plan. It is our ambition to not consume cash before M&A and customer financing in H2 2020. We face a difficult situation with uncertainty ahead, but with the decisions we have taken, we believe we are adequately positioned to navigate these challenging times in our industry.” Net commercial aircraft orders totalled 298 (H1 2019: 88 aircraft), including 8 aircraft in Q2, with the order backlog comprising 7,584 commercial aircraft as of 30 June 2020. 

Airbus Helicopters booked 75 net orders (H1 2019: 123 units), including 3 H145s, 1 Super Puma and 1 H160 during the second quarter alone. Airbus Defence and Space’s order intake increased to € 5.6 billion. Consolidated revenues decreased to € 18.9 billion (H1 2019: € 30.9 billion), driven by the difficult market environment impacting the commercial aircraft business with around 50% fewer deliveries year-on-year. 

This was partly offset by more favourable foreign exchange rates. A total of 196 commercial aircraft were delivered (H1 2019: 389 aircraft), comprising 11 A220s, 157 A320 Family, 5 A330s and 23 A350s. Airbus Helicopters reported stable revenues, reflecting lower deliveries of 104 units (H1 2019: 143 units) partially compensated by higher services. Revenues at Airbus Defence and Space were impacted by lower volume and mix, in particular at Space Systems, as well as delays in some programmes caused by the COVID-19 situation. 

Consolidated EBIT Adjusted – an alternative performance measure and key indicator capturing the underlying business margin by excluding material charges or profits caused by movements in provisions related to programmes, restructuring or foreign exchange impacts as well as capital gains/losses from the disposal and acquisition of businesses – totalled € -945 million (H1 2019: € 2,529 million).

Airbus’ EBIT Adjusted of € -1,307 million (H1 2019: € 2,193 million(1)) mainly reflected the reduced commercial aircraft deliveries and lower cost efficiency. Steps have been taken to adapt the cost structure to the new levels of production, the benefits of which are materialising as the plan is executed. Also included in the EBIT Adjusted is € -0.9 billion of COVID-19 related charges. Commercial aircraft are now being produced at rates in accordance with the new production plan announced in April 2020, in response to the COVID-19 situation.

 The current market situation has led to a slight adjustment in the A350 rate from 6 to 5 aircraft a month for now. On the A220, the Final Assembly Line (FAL) in Mirabel, Canada, is expected to progressively return to pre-COVID levels at rate 4 while the new FAL in Mobile, US, opened as planned in May. At the end of June, around 145 commercial aircraft could not be delivered due to COVID-19. 

Airbus Helicopters’ EBIT Adjusted increased to € 152 million (H1 2019: € 125 million), reflecting a favourable mix, mainly in military, and higher services partially offset by the lower deliveries. The five-bladed H145 and H160 helicopters were recently certified by the European Union Aviation Safety Agency. EBIT Adjusted at Airbus Defence and Space decreased to € 186 million (H1 2019: € 233 million), reflecting the COVID-19 impact, mainly in Space Systems, partly offset by cost reduction measures. 

The Division’s restructuring plan was updated to also reflect the impact of the coronavirus pandemic. Three A400M transport aircraft were delivered in H1 2020. The certification of automatic lowlevel flight capability and simultaneous paratrooper dispatch were achieved in H1 2020, marking major milestones towards the aircraft’s full development. A400M retrofit activities are progressing in close alignment with customers. 
#519

Re: Airbus Group (Air): seguimiento de la acción

Da la impresión de que tienen ya aviones fabricados, producidos, que no van a poder colocarle a nadie porque las aerolíneas no los quieren. 

Con lo cual la solución a corto plazo, para sobrevivir, pasa por un ajuste de costes a gran escala.
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