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What Is Hot in AD MA and What Is Not

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When Airbus CEO Guillaume Faury announced Feb. 18 that the European OEM was reversing years of effort to outsource aerostructures and would keep Premium Aerotec and Stelia Aerospace within the group, stakeholders likely breathed a sigh of relief. At least those assets will not be shopped around anymore, a rare reprieve from the ongoing flood of aero-structure divestitures that started before COVID-19 but has picked up pace. For anyone else trying to offload related assets, however, do not bother with Airbus. Aerostructures will be a core capability for Airbus, the CEO said, but it is not eyeing mergers and acquisitions (MA) to build them up.

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