Airbus Se · EURONEXT:AIR
Airbus — Investor Day (September 2022)
15 slides from Airbus's investor day presentation, Sep 23, 2022
Slide 1: Capital Market Day
Capital Market Day 23 September 2022
Slide 2: Safe Harbour Statement
Safe Harbour Statement DISCLAIMER This presentation includes forward-looking statements. Words such as “anticipates”, “believes”, “estimates”, “expects”, “intends”, “plans”, “projects”, “may” and similar expressions are used to identify these forward-looking statements. Examples of forward-looking s
Slide 3: Airbus Commercial
Airbus Commercial
Slide 4: How do we run our business? Aircraft Demand Industrial System
How do we run our business? Aircraft Demand Industrial System
Slide 5: Air traffic recovery trending towards upper-end of our projections
3 Air traffic recovery trending towards upper-end of our projections World air traffic (RPKs) Base 100 compared to equivalent month in 2019 120% 100% 2019 level (Jul 22) 80% 75% 60% (May 21) 37% 40% 20% Recovery window 0% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2020 2
Slide 6: Strong demand driven by need for latest generation aircraft
4 Strong demand driven by need for latest generation aircraft Global passenger aircraft in service(1) Values in units History Outlook ~38,600 new passenger 50,000 deliveries over 2022-2041 45,000 40,000 35,000 30,000 25,000 20,000 13% 20% 15,000 10,000 5,000 - 2000 2005 2010 2015 2019 2021 2026 2031
Slide 7: Robust and well diversified commercial aircraft backlog
5 Robust and well diversified commercial aircraft backlog Backlog in units, as of 31 August 2022 Single Aisle aircraft: A220 Backlog, cancellations and deliveries in units: 8% Backlog, cancellations Deliveries Backlog Cancellations Deliveries 8000 1000 7000 900 A321 6,699 A319 & A320 (1) 6000 800 55
Slide 8: Latest generation Airbus aircraft maintained their value during COVID crisis
6 Latest generation Airbus aircraft maintained their value during COVID crisis Change in Base Values since January 2020 Single Aisle aircraft: Widebody aircraft: 110% 110% 105% 105% 100% 100% 95% 95% 90% 90% A220-300 (new) A320neo (new) A321neo (new) A330-900 (new) A350-900 (new) Source: Average of
Slide 9: Ramp-up to R75 to satisfy customer's demand
Ramp-up to R75 to satisfy customer’s demand 9,824 20% 6,148 R65 in early 2024 Aircraft in operation(1) Fuel Burn & CO2 Backlog(1) Emissions advantage(2) o/w ~60% A321 R75 in 2025 (1) At end of August 2022 (2) vs previous generation aircraft
Slide 10: On track for break-even by mid of the decade
On track for break-even by mid of the decade 223 25% 551 R14 Aircraft in operation(1) Fuel Burn & CO2 Backlog(1) by mid of the decade Emissions advantage(2) (1) At end of August 2022 (2) vs previous generation aircraft
Slide 11: Ready for passenger market recovery and setting new standards for cargo market
Ready for passenger market recovery and setting new standards for cargo market & 1,456 for A330 25% 216 for A330 ~R3 from end-2022 for A330 & Fuel Burn & CO2 & 495 for A350 Emissions advantage(2) 424 for A350 ~R6 in early 2023 for A350 Aircraft in operation(1) Backlog(1) (1) At end of August 2022 (2
Slide 12: Active supply chain management: delivering in turbulent times
10 Active supply chain management: delivering in turbulent times Electric Lead-times Anticipate components Engage & Labour Engines Partnering Logistics Secure Raw materials Inflation Monitor Energy Staffing Digitalization Deliver Area of tensions ~2 million +3,000 +10,000 ~3,000 parts per aircraft d
Slide 13: Shaping the future
Shaping the f AIRBUS
Slide 14: We pioneer sustainable aerospace for a safe and united world
We pioneer Sustainable aerospace for a safe and united world
Slide 15: Glossary on Alternative Performance Measures (APM)
Glossary on Alternative Performance Measures (APM) This presentation also contains certain “non-GAAP financial measures”, i.e. financial measures that either exclude or include amounts that are not excluded or included in the most directly comparable measure calculated and presented in accordance wi