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Airbus — FY2017 Earnings Presentation

28 slides from Airbus's earnings presentation, January 2018

  1. Slide 1: 2017 Airbus orders & deliveries

    2017 Airbus orders & deliveries John Leahy, COO Customers

  2. Slide 2: December 2017 order book

    December 2017 order book End November 388 gross orders 333 net orders Middle East Airlines 1 A321neo 1 A321neo Qatar Airways 50 A321neo 4 A321neo Viva Air 50 A320ceo/neo 35 A320ceo/neo Air Senegal 2 A330-900 2 A330-900 Pegasus Airlines 25 A321neo 25 A321neo Airbus Defence and Space 5 A330-200 MRTT 5

  3. Slide 3: 2017 net market share to December 31st

    Net market 2017 net market shareshare to December 31st Units Revenues Airbus Airbus Boeing Boeing 1109 $137.7bn 912 $134.7bn 55% 51% 45% 49% 2 021 $272.4bn industry orders industry orders

  4. Slide 4: 2017 net market share by category

    Net market 2017 net market shareshare by category to December 31st by category Single aisle Widebody VLA 1 799 orders 226 orders -4 orders A320 737 A330 57 767 A380 747-8 1054 A350 25% 777 747-8F 59% 745 787 41% 169 -2 -2 75%

  5. Slide 5: 9 out of 10: Airbus vs. Boeing annual net orders

    Airbus vs. Boeing annual net orders last 10 years 1,600 1,400 Airbus Boeing 9 out of 10 1,200 In net order intake, 1,000 Airbus has been 800 the largest aircraft manufacturer in 9 600 of the last 10 years winning 53% of all 400 orders 200 0 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Data to D

  6. Slide 6: Airbus leads the single-aisle market

    Airbus Single-aisle net orders last 10 years leads the 1,600 single-aisle 1,400 Airbus Boeing market 1,200 Airbus has outsold 1,000 Boeing in the 800 single-aisle aircraft market in 7 out of 600 the past 10 years, capturing 54% of 400 net sales 200 0 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017

  7. Slide 7: Airbus shares the widebody market

    Airbus Widebody net orders last 10 years shares the 350 widebody 300 Airbus Boeing market 250 200 Airbus has outsold Boeing 150 in the widebody 100 passenger aircraft 50 market in 7 out of the past 10 years, 0 capturing 50% of -50 net sales -100 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Data

  8. Slide 8: 2017 was a record year for deliveries

    2017 was 2017 deliveries a record Units year for deliveries First time Airbus has delivered more Airbus Boeing than 700 aircraft 718 763 48% 52% 1,481 Data to December 31st 2017 industry deliveries

  9. Slide 9: A record year: Airbus deliveries

    Airbus deliveries A record 800 year 600 2017’s 718 deliveries are the 400 continuation of a steady, consistent ramp-up 200 0 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Data to December 31st 2017

  10. Slide 10: A peak year: Boeing deliveries

    Boeing deliveries A peak 800 year 600 Boeing’s deliveries have consistently 400 been cyclical, with high peaks followed by 200 low troughs 0 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Data to December 31st 2017

  11. Slide 11: Closing the gap

    Airbus and Boeing deliveries Closing 800 the gap 600 400 200 0 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Data to December 31st 2017

  12. Slide 12: Book-to-bill

    Airbus orders and deliveries last 10 years 1,600 Orders 1,400 Deliveries Book-to-bill 1,200 Consistent 1,000 book-to-bill > 1 has 800 grown the Airbus backlog by 3,850 600 units over the past 400 10 years 200 - 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Data to 31st December 2017

  13. Slide 13: Backlog development 2008-2017

    Backlog development 2008-2017 End 2017 2008 Boeing Airbus 5,864 Airbus 3,421 Boeing 3,427 X 1.9 7,265 55% 45% 50% 50% X 2.1 X 1.7 Industry backlog Industry backlog 6,848 aircraft 13,129 aircraft Data to end December 2017

  14. Slide 14: A320 unbeatable fuel efficiency

    A320 14,120 7,979 6,141 unbeatable fuel efficiency Orders Deliveries Backlog End December 2017

  15. Slide 15: Airspace ambience

    Airspace ambience New Entrance Area Unique welcome experience Latest lighting technologies Wider 18” seat, wider aisle Image shows concept design

  16. Slide 16: Airspace XL Bin

    Airspace XL Bin 40% more volume than current fixed bin 60% more bags due to vertical loading Largest bag size 24” x 16” x 10” Image shows concept design

  17. Slide 17: A321neo: now flying long range

    A321neo: now flying long range A321LR roll-out, 5 January 2018

  18. Slide 18: A330 powering into the future

    A330 1,707 1,390 317 powering into the future Orders Deliveries Backlog End December 2017

  19. Slide 19: A330neo: the new generation A330

    A330neo: the new generation A330 A330neo first flight, 19th October 2017 •

  20. Slide 20: A330neo

    A330neo … beats the 787 on comfort, fuel and economics at $25m lower capital cost.

  21. Slide 21: A350 XWB

    A350 XWB 854 142 712 Shaping the future Orders Deliveries Backlog of air travel End December 2017

  22. Slide 22: New levels of efficiency

    New levels of efficiency 25% lower • operating cost • fuel burn • CO2 emissions Compared to previous generation

  23. Slide 23: A350-1000 on-time certification

    A350-1000 On-time certification A flawless certification exercise in less than a year Joint EASA & FAA certification

  24. Slide 24: A380 unique passenger experience

    A380 317 222 95 unique passenger experience Orders Deliveries Backlog End December 2017

  25. Slide 25: A380 the best aircraft to capture growing traffic

    A380 the best aircraft to capture growing traffic • Air traffic doubles every 15 years • 90% of long-haul passengers travel through 55 cities • The A380 is the best aircraft to – capture peak demand – relieve airport congestion – boost hub operations

  26. Slide 26: The A380 enhances airlines' brands

    The A380 enhances airlines’ brands

  27. Slide 27: An Airbus takes off or lands every 1.4 seconds

    AnAirbus 18,191 10,926 7,265 takes off or lands every 1.4 seconds Orders Deliveries Backlog End December 2016 End December 2017

  28. Slide 28: Airbus

    AIRBUS

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