Full Year 2024 Airbus SE Earnings Call Transcript

Feb 20, 2025 / 06:30AM GMT

Release Date Price: €40.6 (-3.33%)

Transcript

Key Points

Positve

Airbus SE (EADSF) experienced a strong order intake across all businesses in 2024, confirming demand and a positive industry outlook.
The company delivered 766 commercial aircraft in 2024, including the first A321 XLR deliveries, marking a 4% year-on-year increase.
Airbus SE (EADSF) reported a net income of EUR4.2 billion and proposed a 2024 dividend of EUR2 per share, plus a special dividend of EUR1 per share.
The company's backlog in value increased to EUR629 billion in 2024, reflecting a book-to-bill ratio above 1 for all divisions.
Airbus Helicopters had an exceptional year with 450 net orders, highlighting strong demand and a book-to-bill ratio above 1.

Negative

Airbus SE (EADSF) faced EUR1.3 billion in charges related to its space programs, impacting its EBIT adjusted.
The company is experiencing supply chain challenges, particularly with Spirit AeroSystems, affecting the ramp-up of the A350 and A220.
Engine supply issues, especially with CFM, are causing delays and will result in lower delivery numbers in Q1 2025.
The integration of Spirit AeroSystems work packages is expected to have a low triple-digit negative impact on EBIT adjusted in 2026 and 2027.
Airbus SE (EADSF) is facing uncertainties related to potential US tariffs, which could impact its financials and supply chain.

Operator

Ladies and gentlemen, thank you for standing by. Welcome to the Airbus full year 2024 results release conference call. I am Sandra, the operator for this conference. (Operator Instructions)

At this time, I would like to turn the conference over to your host, Guillaume Faury, Thomas Toepfer and Helene Le Gorgeu. Please go ahead.

Helene Le Gorgeu

Airbus SE - Head of Investor Relations and Financial Communication

Thank you, Sandra. Good morning, ladies and gentlemen. This is is the Airbus full year 2024 results release conference call. Guillaume Faury, our CEO; and Thomas Toepfer, our CFO, will be presenting our results and answering your questions.

This call is planned to last around one hour and 15 minutes. This includes Q&A, which we will conduct after the presentation. This call is also webcast. It can be accessed via our homepage by clicking on the dedicated banner. Playback of this call will be accessible on our website, but there is no dedicated phone replay service.

The supporting information package was published on our

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