AIRBUS SAS - A Market Analysis and Outlook

This report is a comprehensive review of Airbus SAS, the primary component of EADS and a leading manufacturer of commercial airlines and defense technologies. Our assessment of Airbus centers on its competitive position in the global aerospace industry, particularly in commercial aircraft, where it competes in a duopoly with The Boeing Co. for the “mainline” jet market, and how it is competitively and strategically positioned for both the near- and long-term. Rather than provide a traditional report, we have chosen to answer several key bottom-line questions that address the critical issues impacting the future of Airbus and EADS.

• How is Airbus positioned vis-à-vis Boeing?
• What are Airbus financial prospects?
• How Sound is its parity position with Boeing?
• Will Airbus succeed with the A350XWB?
• What will be the outcome of the WTO complaints?
• Production: To Cut or Not to Cut?
• What are the Key Risk Factors for Airbus?

We also provide a detailed program-by-program analysis of current and planned Airbus products, along with our assessments of the viability of those programs, their competitive position, and likelihood for future success.