Full Year 2025 Airbus SE Earnings Call Transcript
Key Points
- Airbus SE (EADSF) achieved record financials in 2025, with an EBIT adjusted of EUR7.1 billion and a net income of EUR5.2 billion.
- The company delivered 793 aircraft, meeting its updated guidance, and closed the year with a record year-end backlog.
- Airbus SE (EADSF) saw strong commercial momentum with 1,000 gross orders, including significant orders for the A320, A330, and A350 families.
- The Defense & Space division recorded a record order intake of EUR17.7 billion, reflecting strong demand in air power and space systems.
- The company proposed a dividend of EUR3.2 per share, reflecting confidence in future financial performance and a nearly 50% payout ratio.
- Supply chain tensions, particularly with engine supplier Pratt & Whitney, are negatively impacting delivery guidance and ramp-up trajectory.
- The A320 panel quality issue in December 2025 pressured delivery capabilities, impacting 2025 deliveries and expected to affect the first half of 2026.
- Free cash flow guidance for 2026 is weaker than expected, primarily due to the late closing of the Spirit AeroSystems acquisition and associated investments.
- The integration of Spirit AeroSystems work packages is expected to create a low triple-digit headwind on EBIT adjusted in 2026.
- The company faces challenges in managing production rates and inventory due to engine supply issues, particularly affecting the A320 family.
Ladies and gentlemen, thank you for standing by. Welcome to the Airbus full year 2025 earnings release conference call. I am Sharon, the operator for this conference. (Operator Instructions) And the conference is being recorded. (Operator Instructions)
At this time, I would like to turn the conference over to Jean-Christophe Henoux, Head of Investor Relations. Please go ahead.
Thank you, Sharon, and a very warm welcome to everyone joining us today. We are here today into the Airbus full year 2025 results, and I'm thrilled to be with our CEO, Guillaume Faury; and our CFO, Guillaume Faury, with us to break down the numbers and take your questions. This call is planned to last 1 hour and 15 minutes, including Q&A. If you're joining us via the webcast, a replay will be available for you on our website. Speaking about the website, you can already find the supporting information package there that includes today's slides and the detailed financial
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