Ian Douglas-Pennant's questions to Airbus SE (EADSY) leadership • Q1 2025
Question
Ian Douglas-Pennant from UBS asked how Airbus will balance its profitability with the financial health of its suppliers if tariffs persist, and whether customer conversations and negotiations for new orders are changing due to the tariff situation.
Answer
CEO Guillaume Faury stated that since Airbus is primarily based in Europe, the vast majority of its operations are not impacted by U.S. tariffs. For U.S. operations, the company is working to derisk its supply chain. Regarding customers, he noted discussions are currently focused on managing short-term tariff impacts for U.S. clients, similar to the situation five years ago, and it has not yet affected long-term contracting. He expressed optimism that the industry will revert to a zero-tariff environment.