Tristan Sanson's questions to Airbus SE (EADSY) leadership • Q1 2024
Question
Tristan Sanson asked about the specific investment plan (footprint, tooling, staffing) needed to increase A350 production from 10 to 12 per month and requested an outlook for the full-year Defence & Space (D&S) margin.
Answer
CEO Guillaume Faury explained that the A350 production system was originally sized for a rate of around 13 per month, so the ramp to 12 fits within the existing overall industrial frame without needing new plants. The investment is marginal but important for supply chain capability and workforce. CFO Thomas Toepfer added that for the full year, he expects a 'solid mid-single-digit margin' for Defence & Space, showing clear improvement and progress towards the long-term ambition.