Airbus increases the output of A350 aircraft, and uses Boeing dilemma to get a hundred large orders in India Airlines

Boeing security accidents have emerged endlessly, and Airbus has taken the opportunity to seize some Boeing customers' orders. Will the competition pattern of commercial aircraft be rewritten?Kanpur Investment

On April 26, the Airbus Company announced that due to the surge in the demand for long -range travel and the influence of major competitors Boeing, the company plans to increase the output of A350 wide -body jet aircraft.Specifically, the company originally planned to produce 10 A350 per month by 2026, and now it is planned to reach 12 per month by 2028.It is reported that this model is a direct competitor to the Boeing 777-9 model that has not been certified by the Boeing 787 Dream Aircraft.

Airbus ’s production plan also affects financial data, causing profits to be less than expected.According to data from the first quarterly report, the company's Q1 quarterly profit was 577 million euros (about $ 619 million), which was lower than the 814 million euros expected by analysts.The reason for Airbus is that in order to increase the production of A350 models, the company needs to increase production inventory and recruit employeesAhmedabad Wealth Management. This has also led to the rise in the operating cost of the company, which has reduced profits.

As the Airbus increase plan is in full swing, the endless crisis of the Boeing layer has formed a sharp contrast.After the Boeing's disaster's 737 MAX 9 aircraft cabin door on January 5, Boeing's question was continuously questioned around Boeing.Its manufacturing quality has been widely criticized by regulatory agencies, legislators and customers.

Some large customers disappointed with Boeing and issued an ultimatum to Boeing, claiming that if Boeing continued to override financial performance above security quality, they might consider buying the alternative model of the Boeing's main competitors Airbus.

As a result, Airbus took the opportunity to seize some Boeing market share.According to media reports, because some customers are more anxious and need more aircraft, Airbus takes this opportunity to get the orders from this part of customers.Earlier on Thursday, Indian Airlines (INDIGO) announced that it had officially ordered 30 Airbus A350-900 aircraft and retained the option to purchase up to 70 aircraft.

In addition, Guillaume Faury, CEO of the Airbus Company, said earlier this week that he had received the order demand for some airlines ordering Boeing aircraft, but due to the best -selling model A321NEO of the Airbus Company, it has been released to the next ten years.Therefore, this demand cannot be met.

On the one hand, the demand for long -distance travel in the market has increased, and on the other hand, the market share contributed by Boeing itself.Airbus is seizing time to overcome the supply chain restrictions, and strives to increase the output of A350-1000 wide-body jet aircraft, in order to meet the growing market demand.

Despite the arduous task, Airbus was determined to deliver 800 aircraft in 2024.In contrast, Boeing was forced to slow down the production speed of the factory process because of the demanding that it of the regulatory agency to improve the factory process, resulting in a decline in the performance of the commercial aircraft department, free cash flow, and expected. Moody's lowered Boeing credit rating is close to the "garbage level".

In terms of stock prices, so far this year, the stock price of Airbus Company has risen by about 7.98%, while Boeing's stock price has fallen by 33.74%, down to the lowest point in more than a year.

Indore Investment