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)
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