The earnings call highlighted strong demand and revenue growth, along with a robust performance in Defense and Space. However, engine supply chain challenges and negative free cash flow are notable concerns. The overall sentiment is slightly positive due to the strong commercial momentum and improved financial performance.

Company Guidance

During the Airbus H1 2025 earnings call, several key metrics and guidance points were discussed. The company maintained its guidance for 2025, aiming for around 820 commercial aircraft deliveries, an EBIT adjusted of approximately EUR 7 billion, and a free cash flow before customer financing of around EUR 4.5 billion. In the first half of 2025, Airbus delivered 306 commercial aircraft and recorded an EBIT adjusted of EUR 2.2 billion, with free cash flow before customer financing at a negative EUR 1.6 billion. The backlog increased to 8,754 aircraft, with notable orders including 494 gross orders and 402 net orders. The A320 family backlog stood at 7,185 aircraft, of which approximately 75% are A321s. Airbus highlighted supply chain challenges, particularly with engine availability, resulting in 60 gliders by the end of June. Despite these challenges, the company remains focused on its ramp-up plans and expects engine delivery issues to normalize by year-end. The A400M program and strategic developments in drones and defense were also discussed, with Airbus pursuing partnerships and transformation plans to enhance its competitive position.

Strong Commercial Momentum

Airbus observed strong demand for their aircraft, driven by both growth and fleet replacements, with 494 gross orders booked in H1 2025, including 240 orders and commitments during the Paris Air Show.

Increase in Revenue

H1 2025 revenue increased to EUR 29.6 billion, up 3% year-on-year, mainly reflecting a higher contribution from divisions and stronger services volumes.

Improved Financial Performance

H1 2025 EBIT adjusted increased to EUR 2.2 billion from EUR 1.4 billion in H1 2024, reflecting a stronger performance in Defence and Space.

Defense and Space Turnaround

Order intake in Defense & Space stands at EUR 5.1 billion, with significant orders such as the French Framework Agreement for the VSR-700 and the advancement of A400M deliveries.

Liquidity Position

Airbus maintained a strong liquidity position with around EUR 30 billion, despite a net cash position of EUR 7 billion at the end of June.

Airbus SE (EADSY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

EADSY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.39 / -	0.355	―	―	―
Jul 30, 2025	2025 (Q2)	0.41 / 0.42	0.214	98.13% (+0.21)
Apr 30, 2025	2025 (Q1)	0.17 / 0.19	0.159	19.50% (+0.03)
Feb 20, 2025	2024 (Q4)	0.65 / 0.66	0.556	18.71% (+0.10)
Oct 30, 2024	2024 (Q3)	0.29 / 0.35	0.273	30.04% (+0.08)
Jul 30, 2024	2024 (Q2)	0.17 / 0.21	0.368	-41.85% (-0.15)
Apr 25, 2024	2024 (Q1)	0.22 / 0.16	0.162	-1.85% (>-0.01)
Feb 15, 2024	2023 (Q4)	0.54 / 0.56	0.568	-2.11% (-0.01)
Nov 08, 2023	2023 (Q3)	0.31 / 0.27	0.211	29.38% (+0.06)
Jul 26, 2023	2023 (Q2)	0.43 / 0.37	0.314	17.20% (+0.05)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

EADSY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$51.69	$51.33	-0.70%
Apr 30, 2025	$40.98	$41.82	+2.05%
Feb 20, 2025	$43.31	$42.53	-1.80%
Oct 30, 2024	$37.28	$37.34	+0.16%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.