Airbus SE

Airbus SE Q3 2025 Earnings Recap

EADSY Q3 2025 October 30, 2025

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Airbus delivered strong performance in Q3 2025, navigating complex supply chain challenges and achieving a successful ramp-up in aircraft production, while maintaining guidance for the year.

Earnings Per Share Beat
$0.41 vs $0.36 est.
+13.9% surprise
Revenue Miss
20878702500 vs 26623761620 est.
-21.6% surprise

Market Reaction

1-Day -0.5%
5-Day -0.6%
30-Day -6.97%

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Key Takeaways

  • Delivered 201 commercial aircraft in Q3, bringing year-to-date deliveries to 507, compared to 497 last year.
  • Achieved EBIT adjusted of EUR 4.1 billion, driven by robust commercial aircraft deliveries and strong performance across Defense and Space, and Helicopters divisions.
  • Booked 610 gross orders in the nine months including 371 for the A320 family, maintaining a backlog of 8,665 aircraft.
  • Signed an MOU with Leonardo and Thales to form a new European space player by 2027, enhancing competitive position in the space sector.
  • Free cash flow before customer financing was negative EUR 0.9 billion, reflecting strategic inventory buildup ahead of anticipated Q4 deliveries.
This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit EADSY on AllInvestView.

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