Airbus Expected to Guide for Higher Plane Deliveries -- Earnings Preview

Dow Jones
02/16

By Mauro Orru

 

Airbus is scheduled to report results for the fourth quarter on Thursday. Here is what you need to know:

 

REVENUE FORECAST: The European plane maker is expected to post revenue of 26.51 billion euros ($31.46 billion) for the three months to the end of December, according to a market consensus provided by the company based on estimates from 20 analysts. The forecast is above revenue of the 24.72 billion euros that Airbus reported a year earlier.

 

NET PROFIT FORECAST: Net profit should come in at 2.36 billion euros, according to the consensus, lower than 2.42 billion euros from a year earlier.

 

EARNINGS FORECAST: Adjusted earnings before interest and taxes--Airbus's preferred measure of profitability--are expected at nearly 2.87 billion euros compared with 2.56 billion euros.

 

Airbus shares are up about 15% over the past 12 months.

 

WHAT TO WATCH:

 

--Investors will focus on annual guidance that Airbus is due to provide for both commercial aircraft deliveries and financial targets. UBS analysts expect the group to guide for 880 to 900 plane deliveries this year, more than the 793 it dispatched in 2025, according to estimates in a note to clients.

That target would send a positive signal to investors that supply chains are improving, they wrote. The group will also disclose 2026 targets for adjusted EBIT and free cash flow before customer financing--a metric closely watched by analysts and investors.

--Airbus has for years faced challenges in procuring equipment it needs to assemble aircraft and deliver them to customers on schedule. Those issues have forced Airbus to cut its plane delivery target several times in the past few years.

Chief Executive Guillaume Faury said in recent months that supply-chain hurdles remained, particularly with engines for narrow-body aircraft. Engine-supply issues might well persist in 2026, UBS analysts wrote in a research note.

 

Write to Mauro Orru at mauro.orru@wsj.com

 

(END) Dow Jones Newswires

February 16, 2026 04:49 ET (09:49 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

應版權方要求,你需要登入查看該內容

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10