Overview
European aerospace giant's 2025 revenue rose 6% to €73.4 bln, driven by aircraft deliveries
Adjusted EBIT for 2025 increased 33% to €7.1 bln
Company delivered 793 commercial aircraft in 2025
Outlook
Airbus targets around 870 commercial aircraft deliveries in 2026
Company expects 2026 EBIT Adjusted of around €7.5 bln
Airbus forecasts 2026 Free Cash Flow before Customer Financing of around €4.5 bln
Result Drivers
COMMERCIAL AIRCRAFT DELIVERIES - Airbus' revenue growth was driven by a 4% increase in commercial aircraft deliveries, despite engine shortages from Pratt & Whitney impacting production plans
HELICOPTER SEGMENT GROWTH - Airbus Helicopters' revenue increased by 13%, reflecting strong performance from programs and growth in services
DEFENCE AND SPACE IMPROVEMENT - Airbus Defence and Space revenue rose 11%, driven by higher volumes and improved profitability from a transformation plan
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
FY Revenue | EUR 73.42 bln | ||
FY EPS | EUR 6.61 | ||
FY Adjusted EBIT | EUR 7.13 bln | ||
FY Adjusted Free Cash Flow | EUR 4.57 bln | ||
FY EBIT | EUR 6.08 bln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 16 "strong buy" or "buy", 5 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the aerospace & defense peer group is "buy"
Wall Street's median 12-month price target for Airbus SE is €234.50, about 16.9% above its February 18 closing price of €200.65
The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 28 three months ago
Press Release: ID:nEQc5H13Ra
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)