Dassault Aviation SA (MEX:AM)

Full Year 2025 Dassault Aviation SA Earnings Call Transcript

Mar 4, 2026 / 08:00 AM GMT

Release Date Price: MXN6545.26

Transcript

Key Points

Positve

Dassault Aviation SA (DUAVF) reported a significant increase in net sales, reaching €7.5 billion, marking a substantial growth from the previous year.
The company has a strong backlog of €46.6 billion, a historic high, indicating robust future demand.
Dassault Aviation SA (DUAVF) successfully delivered 26 Rafale aircraft in 2025, exceeding expectations for military aircraft deliveries.
The company is actively expanding its global footprint, with new maintenance facilities in Florida and strategic partnerships in the UAE and India.
Dassault Aviation SA (DUAVF) is committed to innovation, with ongoing development of the Falcon 10X and advancements in AI and digital technologies.

Negative

The company faces challenges with the FCAS project due to disagreements with Airbus, potentially impacting future collaborations.
Dassault Aviation SA (DUAVF) experienced supply chain issues affecting Falcon aircraft deliveries, falling slightly below the guidance.
The geopolitical situation, including conflicts in the Middle East and Ukraine, poses uncertainties for the defense industry.
High corporate taxes in France are impacting the company's competitiveness, particularly against US and Canadian rivals.
There are concerns about the availability of ammunition, which could affect future defense contracts and operational readiness.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AM.PA - Dassault Aviation SA
Full Year 2025 Dassault Aviation SA Earnings Call
Mar 04, 2026 / 08:00AM GMT

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Presentation
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Good morning and welcome to this press conference. We will introduce the numbers for 2025, but we'll start off as usual with a little movie.

Epier unveiled in the first R built for the United Arab Emirates Air Force in the presence of the French Minister of Defense and the UAE Minister of State Defense. The aircraft will be used by Dasso Avison's Flight Test Center to develop the UAE's.

Rafael produced in line with the contract schedule. This first aircraft reflects Dasso's Aviation's commitment to meeting its commitments to customers' expectations. Delivery will start beginning in late 2026. Eric Trapier received a Strategist of the Year award from Prime Minister Bayrou, created in 1,989. The award honors a

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