The earnings call reflected a mix of positive momentum in orders and revenue growth, especially in Defense & Space and Helicopters, against significant challenges with engine suppliers and the impact of glider aircraft on cash flow. While there were notable achievements, the ongoing supply chain issues and negative cash flow present challenges to be addressed.

Company Guidance -

Q3 2025

During the Airbus H1 2025 earnings release conference call, the company maintained its 2025 guidance, despite challenges in the supply chain, particularly with engine deliveries. Airbus reported that it delivered 306 commercial aircraft in the first half of 2025, with EBIT adjusted at EUR 2.2 billion and a negative free cash flow before customer financing of EUR 1.6 billion. The backlog increased to 8,754 aircraft, with strong demand evident through 494 gross orders in H1. The company reiterated its targets of approximately 820 commercial aircraft deliveries, an EBIT adjusted of around EUR 7 billion, and free cash flow before customer financing of about EUR 4.5 billion for 2025, excluding the impact of tariffs and contingent on the resolution of supply chain disruptions, especially the engine supply issues.

Strong Commercial Momentum

Airbus observed strong commercial momentum in the first half of 2025 with 494 gross orders, including 240 orders and commitments announced at the Paris Air Show. The backlog increased to 8,754 aircraft.

Revenue Increase

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

Defense & Space Growth

Revenues in Defense & Space increased 17% year-on-year to EUR 5.8 billion, driven by higher volumes across all business lines.

Helicopters Performance

Helicopter deliveries increased to 138 units in H1 2025, with revenues increasing around 16% to EUR 3.7 billion.

U.S. Dollar Coverage

Implemented USD 7.7 billion of new coverage at a blended rate of $1.14, with total U.S. dollar coverage portfolio standing at $81.4 billion.

Airbus SE (EADSY) Earnings, Revenues Date & History

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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.