Q1 2025 Airbus SE Earnings Call Transcript

Apr 30, 2025 / 04:30PM GMT

Release Date Price: €35.6 (-3.78%)

Transcript

Key Points

Positve

Airbus SE (EADSF) delivered 136 aircraft in Q1 2025, showing progress in ramp-up efforts despite supply chain challenges.
The company reported a stable EBIT adjusted of EUR0.6 billion, reflecting strong performance in Defence and Space.
Airbus SE (EADSF) booked 280 gross orders in Q1, with a record backlog of 8,726 aircraft, indicating strong demand.
The Helicopters division saw a significant increase in net orders, reaching 100 compared to 63 in Q1 last year.
Airbus SE (EADSF) entered a definitive agreement with Spirit AeroSystems to secure stability for its ramp-up, particularly for the A350 and A220 programs.

Negative

The evolving global tariff environment adds complexity and uncertainty, impacting costs for subassemblies imported into the US and China.
Free cash flow before customer financing was negative EUR0.3 billion, reflecting planned inventory buildup and commercial momentum.
Supply chain challenges, particularly with Spirit AeroSystems, are pressuring the ramp-up of the A350 and A220.
The company faces ongoing issues with engine supply for narrowbody aircraft, resulting in 17 'gliders' (aircraft without engines) at the end of Q1.
Airbus SE (EADSF) continues to experience excess staffing, with a full alignment of workforce and delivery goals not expected until 2027.

Operator

Ladies and gentlemen, thank you for standing by. Welcome to the Airbus Q1 2025 results release conference call. I am Sharon, the operator for this conference. (Operator Instructions)

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

Helene Le Gorgeu

Airbus SE - Head of Investor Relations and Financial Communication

Thank you, Sharon, and good evening, ladies, and gentlemen. This is the Airbus Q1 2025 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. 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 website earlier today. It

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