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Airbus Se (OTC) (EADSY)
OTHER OTC:EADSY
Earnings Data
Report Date
Apr 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.21Last Year’s EPS
0.19Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced call: Airbus reported record financials, strong order intake and backlog, healthy margins and cash generation in 2025 and maintained mid‑term production targets. However, material near‑term operational risks were emphasized — primarily the Pratt & Whitney engine supply shortfall, the A320 panel quality issue, and cash/earnings headwinds from Spirit AeroSystems integration — which cloud 2026 execution and free cash flow. Management provided a 2026 guidance that shows resilience (targets: ~870 commercial deliveries, ~EUR 7.5 billion EBIT adjusted, ~EUR 4.5 billion FCF before customer financing) but highlighted several one‑time and structural risks to manage in the near term.Company Guidance
Record financial performance
EBIT adjusted rose to EUR 7.1 billion (from EUR 5.4 billion in 2024, ~+31%), net income was a record EUR 5.2 billion, and adjusted EPS was EUR 6.89, supporting a proposed dividend of EUR 3.20 per share (~nearly 50% payout ratio).
Revenue growth and strong cash generation
Group revenues increased to EUR 73.4 billion (+6% year‑on‑year). Free cash flow before customer financing was EUR 4.6 billion (EUR 4.8 billion including customer financing). Net cash position was EUR 12.2 billion and liquidity around EUR 35 billion.
Deliveries meeting updated guidance
Airbus delivered 793 aircraft in 2025 (286 in Q4) to 91 customers, meeting its updated guidance despite operational challenges.
Robust order intake and backlog
Booked 1,000 gross commercial aircraft orders in 2025 (390 in Q4); net orders 889 after 111 cancellations. Backlog increased to a year‑end record of 8,754 aircraft and EUR 619 billion in value with book‑to‑bill >1 across businesses.
Commercial model and product momentum
A320 family booked 656 gross orders (backlog ~75% A321), A350 booked 193 gross orders and a record freighter year, A330 booked 102 gross orders; A321XLR continues to attract new operators.
Helicopters and Defense & Space strength
Helicopters: booked 536 net orders (vs 450 prior, +~19%), delivered 392 helicopters, revenues ~EUR 9.0 billion (+~13%) and EBIT adjusted EUR 925 million. Defense & Space: 2025 order intake EUR 17.7 billion (book‑to‑bill ~1.3), revenues EUR 13.4 billion (+11%) and EBIT EUR 798 million.
Strategic wins and contracts
Key defense successes: Spain C295s (18), Eurofighter orders (Germany 20, Italy options 8, Turkey 20), OneWeb contract for an additional 340 LEO satellites (complementing 100 from 2024) and other space/customer awards.
Industrial moves to secure production
Closed acquisition of certain Spirit AeroSystems work packages (8 Dec), taking control of production flow to derisk A220/A350 ramp‑up; investments planned to secure ramp‑up and expand footprint.
Hedge and FX management
USD coverage portfolio USD 75.8 billion at an average blended rate of $1.22; management states short‑term hedging largely protects 2026 and 2027 results versus spot USD weakness.
Mid‑term production targets maintained
Airbus maintains mid‑term rate targets: A320 family targeted to stabilize at rate 75 (now expected to reach 70–75/month by end‑2027), A350 rate 12 targeted in 2028, A330 rate 5 targeted in 2029, and A220 targeted to reach 13/month in 2028.
EADSY Earnings History
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 |
|---|---|---|---|
Feb 19, 2026 | $59.30 | $55.02 | -7.22% |
Oct 29, 2025 | $60.55 | $60.77 | +0.36% |
Jul 30, 2025 | $51.69 | $51.33 | -0.69% |
Apr 30, 2025 | $40.98 | $41.81 | +2.05% |
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.
FAQ
When does Airbus Se (OTC) (EADSY) report earnings?
Airbus Se (OTC) (EADSY) is schdueled to report earning on Apr 28, 2026, Before Open (Confirmed).
What is Airbus Se (OTC) (EADSY) earnings time?
Airbus Se (OTC) (EADSY) earnings time is at Apr 28, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EADSY EPS forecast?
EADSY EPS forecast for the fiscal quarter 2026 (Q1) is 0.21.
