Q3 2025 Airbus SE Earnings Call Transcript
Key Points
- Airbus SE (EADSF) reported a 7% year-on-year increase in revenues for the first nine months of 2025, reaching EUR47.4 billion, driven by higher deliveries and stronger services volumes.
- The company delivered 507 commercial aircraft in the first nine months of 2025, an increase from 497 in the same period last year, indicating strong demand and operational efficiency.
- Airbus SE (EADSF) maintained its 2025 guidance, targeting around 820 commercial aircraft deliveries and an EBIT adjusted of around EUR7 billion, reflecting confidence in meeting its operational goals.
- The company is making strategic moves in the space sector, signing a Memorandum of Understanding with Leonardo and Thales to form a new European Space player by 2027, aiming to enhance competitiveness.
- Airbus SE (EADSF) is expanding its global industrial footprint with new A321 final assembly lines in the United States and China, supporting its production target of 75 A320 family aircraft per month by 2027.
- The company's free cash flow before customer financing was negative EUR0.9 billion for the first nine months of 2025, reflecting inventory buildup and other operational challenges.
- Airbus SE (EADSF) faces ongoing supply chain tensions, particularly with narrow-body engines, which continue to impact production schedules and delivery timelines.
- The integration of Spirit AeroSystems work packages has been delayed, impacting the ramp-up of the A220 program and requiring additional operational focus.
- Tariffs imposed on aircraft parts are expected to have a financial impact of EUR100 million to EUR200 million for the full year, with the majority recorded in Q4.
- The company is experiencing challenges with cabin equipment and interiors, which are causing delays in the production of certain aircraft models, notably the A350.
Ladies and gentlemen, thank you for standing by. Welcome to the Airbus nine months 2025 earnings release conference call. I am Sharon, the operator for this conference. (Operator Instructions) The conference is being recorded. (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.
Thank you, Sharon, and good evening, ladies and gentlemen. This is the Airbus 9 Months 2025 Earnings 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 an hour. This includes Q&A, which we will conduct after the presentation. The 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
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