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Airbus Group SE (AIR)

Paris
Currency in EUR
Disclaimer
159.84
-2.60(-1.60%)
Closed

AIR Comments

Airbus just beat its anual targets with 771 gross (507 net) orders and 611 deliveries. Great results.
December deliveries amounted to 93 aircraft. The 4th quarter results should be great, above market expectations...
Note, these numbers are STILL WITHOUT the huge KLM and some of the Qantas orders, which will be likely firmed in 2022. Airbus orders would then vastly exceed Boeings this year, despite Boeing that said that 2021 would be the year of pent-up demand due to net cancellations of Boeing planes in 2019-2020 of around -1000 (Boeing only managed around 500 of 'pent up net orders so far), and they will very likely not recover their orders lost for quite a time, as many customers have jumped ship towards Airbus as they lost confidence with Boeing (KLM, Qantas, Jet2). LOT or TUI may also jump ship soon.
Note, these numbers are STILL WITHOUT the huge KLM and some of the Qantas orders, which will be likely firmed in 2022. Airbus orders would then vastly exceed Boeings this year, despite Boeing that said that 2021 would be the year of pent-up demand due to net cancellations of Boeing planes in 2019-2020 of around -1000 (Boeing only managed around 500 of 'pent up net orders so far), and they will very likely not recover their orders lost for quite a time, as many customers have jumped ship towards Airbus as they lost confidence with Boeing (KLM, Qantas, Jet2). LOT or TUI may also jump ship soon.
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