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Commercial update

Global Investor Forum, Toulouse 15-16 November 2010

John LeahyChief Operating Officer Customers

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Disclaimer

Disclaimer

This presentation includes forward-looking statements. Words such as “anticipates”, “believes”, “estimates”, “expects”, “intends”, “plans”,“projects”, “may” and similar expressions are used to identify these forward-looking statements. Examples of forward-looking statements includestatements made about strategy, ramp-up and delivery schedules, introduction of new products and services and market expectations, as wellas statements regarding future performance and outlook. By their nature, forward-looking statements involve risk and uncertainty because theyrelate to future events and circumstances and there are many factors that could cause actual results and developments to differ materially fromthose expressed or implied by these forward-looking statements.

These factors include but are not limited to:

• Changes in general economic, political or market conditions, including the cyclical nature of some of EADS’ businesses;

• Significant disruptions in air travel (including as a result of terrorist attacks);

• Currency exchange rate fluctuations, in particular between the Euro and the U.S. dollar;

• The successful execution of internal performance plans, including cost reduction and productivity efforts;

• Product performance risks, as well as programme development and management risks;

• Customer, supplier and subcontractor performance or contract negotiations, including financing issues;

• Competition and consolidation in the aerospace and defence industry;

• Significant collective bargaining labour disputes;

• The outcome of political and legal processes, including the availability of government financing for certain programmes and the size of defenceand space

procurement budgets;

• Research and development costs in connection with new products;

• Legal, financial and governmental risks related to international transactions;

• Legal and investigatory proceedings and other economic, political and technological risks and uncertainties.

As a result, EADS’ actual results may differ materially from the plans, goals and expectations set forth in such forward-looking statements. For adiscussionof factors that could cause future results to differ from such forward-looking statements, see EADS’ “Registration Document” dated 22nd April2009.

Any forward-looking statement contained in this presentation speaks as of the date of this presentation. EADS undertakes no obligation topublicly revise or update any forward-looking statements in light of new information, future events or otherwise.

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Airbus today : approaching 10,000 orders

9 855 aircraft sold to 322 customersOrder backlog of 3 440 aircraft

Data to end October 2010

A380 Family

A350 XWB Family

A330 / A340 Family

A320 Family

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Airbus in 2010

So far in 2010

� The 6,000th Airbus delivery

� 2000th twin-aisle order

� A350 XWB orders from United and Cathay Pacific

� Emirates orders 32 additional A380s

� A330-200 Freighter now in service with three airlines

� 417 deliveries to end October

And to come:

� A320 Family production increase from 34 to 36 per month

� Studying new engine options for the A320 Family (neo)

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Airbus and Boeing net market share since 1995

Over 12 years of parity

Net order share (%)

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2010 net market share to end October

849 industryorders

$99.1 bnindustry

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2010 net market share to end October

ACJ 3 100%BBJ 0 0%

A350 23 100%787 -4 0%

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8

-4%

-2%

0%

2%

4%

6%

8%

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

Real & forecast GDP

Traffic ASKs

GDP and passenger traffic development

Passenger traffic recovering in-line with GDP

2007 2008 2009 2010

Source: IHS Global Insight, OAG – ASK data,

Airbus (October 2010 data)

Octoberpassengertraffic up

8.3%

World Real GDP and passenger traffic (year-over-year)

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-12%

-8%

-4%

0%

4%

8%

12%

16%

J M M J S N J M M J S N J M M J S N J M M J S N

United States

Western Europe ASKs

Emerging Economies

All regions are showing positive growth

2007 2008 2009 2010

Source: OAG (October2010 data), * 54 emerging economies, Airbus

Emerging economies are leading the way

Trafficup

5.1%6.6%

Trafficup

14.5%

Passenger traffic (monthly ASKs year-over-year)

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Yields recovering in all regions

Recovery driven by premium traffic recoveryGlobal yields have increased +0.8% pa

Relative yield evolution (base year 2000)

Source: ATA, AEA, AAPA and airlines data for2010

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Cash-flow is strong again….

EBITDA as % revenues (seasonally adjusted)

Operational cash flow reboundsSource: IATA / Bloomberg September 2010

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Airlines returning to profitability

EBIT: Asian airlines performing well

Airline industry EBIT margins (% of revenues)

Source: ICAO / IATA (September 2010)

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Airline Q3 2010 financial results (IATA forecast)

Demand growth above historical rates

+8% RPK, +25% RTK year-to-date

Yields are up and load factors at historical peak levels

Q3 2010 results reflect a strong recovery, especially in Asia$1.9b net income for US airlines, $1.4b for European airlines, very positive outlook for Asia

$925m net income for Emirates 1st half 2010 (April to Sept) – represents approx 20% worldprofit

Full year 2010 results should be above 2007 levels

$20b operating profit +3.7% EBIT margin

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A320 Family

An A320 takes off every six seconds of every day

6 745 firm orders

4 453 deliveries

2 292 order backlog(October 2010)

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0

10

20

30

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A320 Family – little impact from the recession

Pro-active production planning based on audited demand

Recession

2006 2007 2008 2009 2010 2011 2012

40/month

34/month

Monthly production rate

Data end October 2010

6 years of backlog

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A320 Family vs 737NG MarketBy airline segment

A320 Family is the leader in all market segments

Low-cost

1,038 inoperation

50 operators

Market share (Number of operators)

Network

2,851 inoperation

117 operators

Market share (Number of operators)

Charter

201 inoperation

39 operators

Market share (Number of operators)

Leasing

1,760 ordered

26 lessors

Market share (Number of customers)

Boeing41%Airbus

59%

Boeing46%Airbus

54%

Boeing

39%Airbus

61%

Airbus

58%

Boeing

42%

Data at end October 2010

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A320 Family vs 737NG MarketBy single aisle fleet size

A320 Family is preferred whatever the airline fleet size

20 to 50aircraft

937 inoperation

33 operatorsMarket share (Number of operators)

Data at end October 2010

Over 50aircraft

2,191 inoperation

21 operatorsMarket share (Number of operators)

10 to 20aircraft

515 inoperation

37 operatorsMarket share (Number of operators)

1 to 10aircraft

453 inoperation

118 operatorsMarket share (Number of operators)

Boeing

35%Airbus

65%

Boeing

43%Airbus

57%

Boeing

41%Airbus

59%

Airbus

54%

Boeing

46%

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2010 A321 orders and type conversions

Net change: +45 A321

Increasing demand for A321s

5 for 757 replacementALC Leasing 20 7 3

A321 orders to date:

Type conversionsFrom A319/A320 to A321

Data at end October 2010

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A321 is the market choice for 757 replacement

Airlines that have already made the choice

Over 700 passenger 757-200s to replace

757 operators-US Airways ---------------

-Thomas Cook ------------

-Thomson Airways -------

-China Southern ----------

-Air China ------------------

-British Airways -----------

-Finnair ----------------------

-Monarch Airlines ---------

A321 orders� 51a/c in service + 27 orders

� 10 a/c in service

� 2 a/c in service

� 57 a/c in service

� 27 a/c in service + 12 orders

� 11 a/c in service

� 6 a/c in service

� 16 a/c in service

757 operators

-Continental ---------------

737-900ER orders

� 42a/c in service + 5 orders

180 in service

plus

39 on order

Data at end October 2010

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The best keeps getting better – ‘Sharklets’

Better range, payload, performance and fuel efficiency

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Airbus single-aisle product strategy

Bringing the best aircraft at the right time

201720162015201420132012Today 202720262025

Efficiency

A320 + Sharklets

A320 + new engine option (neo)*

A30X

Game-Changing Solutions

*Product development study

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A320 neo – to further improve efficiency

Maintaining reliability and commonalityUp to 15% fuel burn reduction

SharkletsOver 3.5% fuel burn saving on long sectors

Improved field performance

New engine optionsBypass ration increased from 5 to 9-12

Fan diameter increased from ~64in to up to 81inLower noise levels

15% lower SFC

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A330 – super efficient twins

An A330 takes off every 56 seconds of every day

1 108 firm orders

734 deliveries

374 order backlog(October 2010)

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A330 – ever more popular

Source: Airbus/Ascend

Data end October 2010

Operators

A330 market base continues to grow strongly

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First A330-200 at 238t

Now in service

330nm extra range

Up to 3.4t more payload

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A350 XWB orders status

573 firm orders

35 customers(October 2010)

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Cathay Pacific order for 30 A350-900s

“The A350 fits perfectly into our operation......just right to become the backbone of our mid-sized long haul wide-bodied fleet.”

Tony Tyler – Cathay Pacific Chief Executive Officer

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787 and A350 firm order comparison

Airbus data to end October 2010Boeing data from Boeing.com 15 Nov 2010

Market share

Airbus40%

Boeing60%

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Cumulative net orders since launch

A350 XWB: 573

787: 851

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A330/A350 XWB net orders since A350 launch

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Net orders from December 2006 to October 2010 inclusiveBoeing data from Boeing.com

A330 777A350 XWB 787

Airbus : 1085 Boeing : 737

Market share

Airbus60%

Boeing40%

The A330 and A350 XWB have together sold over1,000 a/c since the A350 XWB launch

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seat width 17in6 ab

8ab

6ab

seat width 18 in

seat width 18 in

seat width 18 in9 ab

seat width 17.2in9 ab

A330 and A350 XWB offer consistent and high comfort

8 ab

seat width 18.5in9 ab

6 ab

seat width 18.5 in10 ab LD / 8ab UD

seat width 17in10 ab MD

seat width 17in10 ab

Airbus offer comfort standards for the future

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A330 and A350 XWB – the winning combination

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A380 orders status

234 firm orders

17 customers(October 2010)

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Emirates announces incremental A380 order

“The economics are fantastic. It has given us a huge advantage becausethe seat - mile costs are much lower than on any other aircraft.”

Maurice Flannigan

Executive Chairman

Bloomberg, June16th , 2010

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Outstanding A380 success for Lufthansa

“Our goal was for the average earnings per seat to be no less than in other

aircraft.

In fact, they are greater.”Wolfgang MayrhuberDeutsche Lufthansa CEO

“The capacity utilisation of the A380 is usually 90 percent. That’s more than weexpected.”

Wolfgang MayrhuberDeutsche Lufthansa CEO

Frankfurter Allgemeine Zeitung Online, 10th November 2010

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A380 deliveries are accelerating

39 deliveries to 5 operators16 deliveries in 2010 (at 8 November)

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A380: The future has arrived

11 A380s in service 14 A380s in service 6 A380s in service

4 A380s in service 4 A380 in service

In-service fleet at 08/11/10

“The A380 has exceeded all expectations, delivered on its promise of reliability and fuelefficiency and is a favourite with customers”

Chew Choon SengCEO Singapore Airlines, October 2008

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The A380 network keeps growing27 routes to 20 destinations

More than 8 million passengers have enjoyed the A380 experience

Qantas

Additional airline-announcedroutes for 2010/2011 showndotted

New York

London

Seoul

Tokyo

Hong Kong

Los Angeles

Auckland

Johannesburg

Jeddah

Beijing

Bangkok

Zurich

Manchester

Emirates

Singapore Airlines

Air France

Lufthansa

Paris

Sydney

Singapore

Frankfurt

Dubai

Over 192,300 revenue flight hours in over 21,400 revenue flights(as of October 11th, 2010)

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2010 IATA world traffic data for 2009

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20

40

60

80

100

120

140

160

180

200

Air

France

/ KLM

Lufthan

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SWIS

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Emira

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Brit

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Singap

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Cat

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Am

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Qan

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Thai A

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Iber

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Qat

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Atla

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Turkis

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Chin

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Malay

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A380 customers

11 of 20 top international airlines haveordered 201 out of 234 A380s

Leading airlines choose the A380

Top 20 international carriers – int’l RPKs (millions)

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The A380 attracts passengers

Courtesy of Auckland Airport

“We are confident we are offering the best in-flight product across all fourclasses and this has been validated by overwhelmingly high satisfaction ratingsfrom our customers, particularly when it comes to entertainment, comfort, spaceand privacy. Even in the current environment, A380 loads are very strong.”

Rob GurneyGroup Executive, CommercialQantasAirline Fleet Management, July 2009

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The A380 Effect = more passengers + more revenues

“Qantas Chief Executive Alan Joyce said his airline hasseen the percentage of its 450 seats filled on an A380

run about two to three percentage points higherthan on its Boeing 747 jumbo jets, even though the

fares Qantas charges for A380 flights run 2% to 3%higher as well”.

The Wall Street Journal - 18 June 2010

“In surveys, satisfaction scores on the A380 have been higher than Qantas has seenfor any airplane in its history”

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Route747-400

Load Factor

A380Load Factor

Sydney - Los Angeles 76% 79%

Sydney - Singapore 68% 74%

Singapore - London LHR 80% 88%

+3%

"On Sydney-Los Angeles we have a Boeing 747 and A380 [operating] together -the [A380's] seat load factor is three or four points higher.”

John Borghetti, former EGM Qantas - ATI news, Feb ‘09

+6%

+8%

First year of A380 Operations

Source: Sabre Estimate based on MIDT Booking DataComparisons made on 12 months prior to A380 EIS and 12 months after A380 EIS on each route

The A380 Effect: increasing airline revenue

The A380 boosts load factors

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Skymark Airlines signs MoU for four A380sFirst Japanese airline to order the A380

Following press and analyst briefing (12/11/2010)the share price increased 20%

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Range capability from Tokyo 2500m runways30 deg C., Maximum passengers +10t cargo

A380: Europe & US capability with 525 pax + 10t cargo

747-8I 405 pax

747-400 370 pax

777-300ER 305 pax

A380 525 pax

Tokyo

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The A380 is the profit machine

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