Airbus SE

Airbus SE Earnings Recaps

AIR.PA Industrials 1 recap
Q3 2025 Oct 30, 2025

Airbus delivered solid operational results for the nine months ending September 2025, maintaining its production targets while navigating supply chain challenges and geopolitical instability.

Key takeaways
  • Delivered 507 commercial aircraft year-to-date, up from 497 in the prior year, with a strong Q4 expected.
  • EBIT adjusted reached EUR 4.1 billion, driven by robust performance in commercial aircraft and defense sectors.
  • Gross orders totaled 610, bringing the total backlog to 8,665 aircraft, underscoring strong demand, particularly for the A320 family.
  • Strategic collaboration established with Leonardo and Thales to enhance European space capabilities, targeted for completion by 2027.
  • Free cash flow before customer financing was negative EUR 0.9 billion, reflecting inventory buildup to support upcoming deliveries.