에어버스, 계속되는 무역 긴장과 공급망 문제에도 불구하고 2025년 목표 유지

Overview of Airbus's Current Situation

Airbus has reaffirmed its outlook for 2025 while also highlighting potential risks associated with trade tensions and ongoing engine shortages that have affected its delivery schedules. The company's CEO, Guillaume Faury, emphasized the importance of evaluating the long-term implications of tariffs and supplier delays, notably from CFM International and Spirit AeroSystems. As global demand for aircraft remains robust, Airbus is moving closer to finalizing an acquisition of Spirit plants to stabilize its production capabilities.

무역 영향에 대한 이해

Airbus has reiterated its forecasts for the current year but has exercised caution regarding the effects of trade tensions on its operations. Recently, the company faced the unusual scenario of having to store undelivered jets due to an engine shortage. In conversations with shareholders, Faury explained that while Airbus is dealing with a compressed set of supply-related challenges, clarity on tariff effects is crucial for navigating future costs and deliveries. "Understanding and anticipating the implications of tariffs on demand is critical," he noted, indicating the need for strategic adjustments as circumstances evolve.

공급망 평가

포리는 현재 수많은 개발이 진행 중이며, 에어버스는 공급망 파트너, 고객 및 생산 시설과 적극적으로 협력하여 잠재적인 영향을 평가하고 있다고 언급했습니다. 예상되는 문제에 대한 적절한 완화 조치를 파악하는 것이 목표입니다. 이 선도적인 항공우주 기업의 세 번째 3년 임기를 앞두고 암스테르담에서 열린 연설에서 포리는 에어버스가 민간 제트기 생산에서 보잉을 넘어섰다며, 이는 보잉의 내부적인 어려움이 계속되는 가운데 주목할 만한 성과라고 지적했습니다.

엔진 부족으로 인한 배송 문제

One primary issue remains the shortage of engines. CFM International, a joint venture between GE Aerospace and France's Safran, has not provided comments on the ongoing challenges but is recognized as a significant contributor to Airbus's current predicament. Recent observations indicated several undelivered aircraft parked outside Airbus's main factory in Toulouse, including one from China Eastern Airlines, which was without engines. Faury reported that between 25 and 30 undispatched planes are currently referred to as "gliders" due to their lack of engines.

전략적 인수를 통한 솔루션

에어버스는 엔진 문제 외에도 A350 및 A220 모델의 주요 공급업체인 Spirit AeroSystems로부터 주요 동체 및 날개 부품을 조달하는 데 어려움을 겪고 있습니다. 토마스 토퍼 최고 재무 책임자는 4월 말까지 특정 Spirit 사업부 인수 계약을 완료하고 6월 30일까지 협상을 마무리할 예정이라고 발표했습니다. 이번 인수는 보잉과 관련된 광범위한 구조 계획의 일환으로, 세계 최대 독립 항공 구조물 회사인 Spirit의 자산을 분할하여 잠재적 붕괴를 방지하는 것을 목표로 합니다. Spirit의 대변인 조 부치노는 "우리는 이 문제에 대해 에어버스와 계속 협력하고 있다"며 두 항공우주 회사 간의 지속적인 협업을 강조했습니다.

공급망의 과제 탐색하기

업계 관계자들은 노스캐롤라이나에 있는 에어버스 관련 공장의 IT 시스템과 같은 물류 관련 세부 사항에 대한 협상이 거래의 진전을 지연시키고 있다고 지적했습니다. 이에 따라 에어버스는 인수와 관련된 중요한 IT 서비스를 과거 경쟁사인 보잉에 의존하게 될 것으로 보입니다.

항공사를 위한 큰 그림

The aerospace industry overall is pushing to increase production levels to satisfy the burgeoning demand for aircraft, especially following the pandemic's significant impacts. Faury noted that while the company faces fewer major problem cases than before, the continuing delays from a limited number of significant suppliers underscore the challenges facing manufacturers in this sector.

업계의 변화에 적응하기

The developments within Airbus will inevitably influence broader trends in the aviation market. Airlines are not only concerned about delivery timelines but also about pricing pressures stemming from potential tariff implementations. With all eyes on upcoming quarterly reports, investors will be particularly attentive to any shifts in Airbus's tone regarding these circumstances.

결론

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