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    Olivier Brochet

    Wall Street Analyst at Redburn at Redburn Atlantic

    Olivier Brochet is a Wall Street Analyst at Redburn Atlantic specializing in the Industrials sector, with a particular focus on aerospace and defense companies such as Airbus, Rolls-Royce, RTX Corporation, and Boeing. He has provided over 100 stock ratings since 2016, with a reported success rate of 39% and an average return per rating of -2.8%, although his most profitable call was a 138.8% return on Airbus between 2020 and 2021. Brochet covers companies across the UK, US, Germany, and France markets, and holds a ranking of #7,521 among Wall Street analysts as of 2025. While specific information on professional certifications or securities licenses is not publicly listed, his consistent presence as an analyst at Redburn Atlantic highlights his standing in equity research within the industrial goods arena.

    Olivier Brochet's questions to Airbus SE/ADR (EADSY) leadership

    Olivier Brochet's questions to Airbus SE/ADR (EADSY) leadership • Q1 2025

    Question

    Olivier Brochet of Redburn Atlantic asked for an update on the current level of overstaffing and where it's expected to be at year-end, and also inquired about the biggest upside opportunities in the defense business by geography and product.

    Answer

    CFO Thomas Toepfer explained that overstaffing has improved from a peak of around 10,000 in 2023 to roughly 7,000-8,000, and will continue to decrease in 2025 but won't reach zero until around 2027. CEO Guillaume Faury identified defense upside across helicopters, military aircraft, and space, with short-term demand from home countries in Europe (Germany, France, U.K.) and strong export demand from traditional markets.

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    Olivier Brochet's questions to Airbus SE/ADR (EADSY) leadership • Q1 2024

    Question

    Olivier Brochet requested an update on the ramp-up of the A320 family final assembly lines in Toulouse, Mobile, and Tianjin, and asked if the A220 contract negotiations in Canada would impact full-year guidance.

    Answer

    CEO Guillaume Faury reported that the A320 family production system ramp-up is progressing well, with the new Toulouse line delivering aircraft and construction in the U.S. and China on track for the rate 75 target in 2026. He stated that the A220 labor negotiations in Canada are being managed and are not expected to have any impact on the company's full-year guidance for deliveries, EBIT, or cash flow.

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    Olivier Brochet's questions to BAE SYSTEMS PLC /FI/ (BAESY) leadership

    Olivier Brochet's questions to BAE SYSTEMS PLC /FI/ (BAESY) leadership • H1 2015

    Question

    Olivier Brochet from Credit Suisse asked about the company's chances on the JLTV program, the proportion of US revenues from exports, and whether a lower Typhoon production rate would negatively impact margins.

    Answer

    Jerry DeMuro, President and CEO of BAE Systems, Inc., described the JLTV award as highly competitive and not material to the near-term plan. He stated US exports were 12-13% of revenue and expected to at least double. CEO Ian King confirmed a production slowdown would increase costs, affecting margins. Group Finance Director Peter Lynas added that JLTV is considered an opportunity, not part of the baseline guidance.

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