Oppure ILFC, il che vorrebbe dire South African che aveva ventilato l'opzione di prendere due esemplari in leasing, e se non ricordo male, Air China e (da prendere con le pinze) Iberia.
Da: Bloomberg.com
International Lease May Scrap $3 Billion Airbus A380 Order
June 20 (Bloomberg)
-- International Lease Finance Corp., the world's biggest aircraft-leasing company, may cancel its $3 billion order for Airbus SAS's A380 after the planemaker delayed delivery of the jets for a second time.
Airbus told International Lease the order for 10 of the 555- seat planes will now be 12 to 14 months later than the original agreement, Los Angeles-based International Lease Chief Executive Officer Steven Udvar-Hazy said in an interview. He said the contract lets his company scrap the deal without penalties after a six-month delay.
``We could cancel and are considering canceling all or some of our A380 order,'' he said in a telephone interview yesterday. ``We are not happy and on safe ground to cancel the order.''
A loss of sales would heighten pressure on Noel Forgeard, the co-CEO of Toulouse, France-based Airbus's parent company, whose job may be at risk as shareholder ire mounts over the delays. Airbus, the world's biggest commercial-airplane maker, had been counting on the A380 to maintain its lead over Boeing Co. and said June 13 that wiring problems are hindering production.
Mary Anne Greczyn, a spokeswoman for Airbus's North American unit in Herndon, Virginia, last night declined to comment on talks between the companies.
``Any conversations between Airbus and its customers are confidential,'' she said in an e-mailed statement. ``That said, we are in the business of listening to our customers and acting on their needs when it makes business sense to the market. The ILFC order remains intact.''
Shares of European Aeronautic, Defence & Space Co., Airbus's parent company, fell 26 percent on June 14 and gained 25 cents to 20.15 euros in Paris yesterday. New York-based American International Group Inc., the parent of International Lease, fell 40 cents to $59.47 yesterday in New York Stock Exchange composite trading. Boeing dropped 78 cents to $84.76 yesterday.
Boeing Gains
International Lease already has extended leases on wide-body aircraft such as Boeing's 747 as a result of the A380 delays, Udvar-Hazy said. Some major airlines have requested lease extensions of about two years because of the A380 delays, he said.
Chicago-based Boeing may sell more of its competing model, the 747-8, which has 18 orders for cargo versions of the plane and one order for a passenger model. The A380s are now at least a year behind schedule. Airbus had orders for 159 of the planes, which have a list price of $300 million each, from 16 customers. International Lease has an order for five passenger versions of the A380 and five freighters.
This ``could give the 747-8 some momentum,'' Udvar-Hazy said. ``The current situation could precipitate one or more airlines ordering it and that would be a serious setback'' for Airbus. He wouldn't say if he planned on ordering Boeing's new version of the 747.
Forgeard's Problems
``The momentum clearly is in Boeing's favor and is in their favor for the foreseeable future, barring a major misstep of their own,'' said Matthew Spahn, who helps manage $128 billion including Boeing and EADS shares at TCW Group in New York.
Airbus last June said the first delivery of the A380 would be postponed as much as half a year and this month announced additional six- to seven-month delays. EADS said the new delays will reduce operating profit by about 2 billion euros ($2.5 billion) by 2010.
Investors and analysts including SG Securities' Zafar Khan in London and Paris-based Xavier Debeugny from Oddo & Cie.'s private banking unit said Forgeard may have trouble keeping his job. Forgeard ran Airbus for seven years before winning the EADS post in July. He said last week he learned in April about potential A380 delays, two months before EADS told shareholders.
Airbus blamed the late deliveries on bottlenecks with so- called wiring harnesses, the big bundles of thousands of wires running around the plane. The wiring controls functions including in-flight entertainment systems, galleys that serve food, lights, air-conditioning, and also basic airplane systems.
More Pressure
Airbus also is investing $10 billion to redesign its A350. That plane, a new 300-seat jet, is being redone to compete with Boeing's fuel-efficient 787, three people with direct knowledge of the matter said last month.
Udvar-Hazy told an audience of aircraft traders in Orlando, Florida, in March that Airbus needed to design an all-new fuselage and wing to make the A350 bigger and faster.
EADS, which gave initial approval for the fifth redesign of the A350 in April, may make a decision around the time of the Farnborough air show in England. The show starts July 17.
Airbus, trailing Boeing in the market for midsized planes, only has 100 orders for the A350 compared with 350 for Boeing's model. The planemakers estimate airlines will buy as many as 3,000 of these midsized aircraft over the next 20 years.
``We are putting a lot of pressure on them to fix the 350,'' Udvar-Hazy said. ``If they don't gain credibility by the air show, we've got serious problems about taking the A350. They have a month to fix this.''