Airbus is more at risk than Boeing if the European debt crisis escalates, says a new analysis by Morgan Stanley. European customers account for 22% of Airbus’s backlog, compared with just 16% for Boeing. The good news is much of that backlog comes from nations that are at lower risk of fiscal contagion, such as Germany and the U.K. A sustained weakness in the euro also could enable Airbus to become more aggressive in pricing when competing with Boeing.
THIS CONTENT REQUIRES SUBSCRIPTION ACCESS
You must have an Aviation Week Intelligence Network (AWIN) account or subscribe to this Market Briefing to access "European Debt Crisis Could Hurt Airbus More Than Boeing".
Current Aviation Week Intelligence Network (AWIN) enterprise and individual members: please go to http://awin.aviationweek.com for access.
Not currently a subscriber? Click on the "Learn More" button below to view subscription offers.