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Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
5.12Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strongly positive operational and financial performance for 2025—record revenue, margin expansion, all-time high free cash flow, major capacity and technology milestones, and an ambitious 2026 guidance—while acknowledging tangible near-term headwinds from the GTF fleet management cash burden, ramp-up inventory impacts (notably Fort Worth), supply-chain delays and ongoing customer/partner delivery negotiations. Overall, the company is investing for long-term profitable growth with a solid balance sheet, but some execution and cash-timing risks remain in the short term.Company Guidance
Record Revenue
Group revenues increased 16% to EUR 8.7 billion in 2025, a new company record and in line with updated guidance.
Strong Profitability and Margin Expansion
Adjusted EBIT rose 29% to EUR 1.35 billion, yielding a margin of 15.5%; adjusted net income increased 27% to EUR 968 million.
All-time High Free Cash Flow
Free cash flow reached a record EUR 378 million in 2025, exceeding previous peaks despite the GTF fleet management plan.
Material Dividend Increase
Proposed dividend increased 64% to EUR 3.60 per share for 2025 (payout ratio ~20%), signalling progress toward the 40% target.
Robust Order Book and New Orders
Order book stands at EUR 29.5 billion (sold out ~3 years); more than USD 2 billion in new commercial orders in 2025 across GTF, GEnx and GE9X.
GTF Program Strength and Fleet Metrics
GTF commitments exceed 13,000 engines; 2025 saw >1,500 customer orders/commitments; GTF family has >50 million flight hours, >2,600 aircraft and enabled ~2.8 billion gallons fuel saved.
Product & Certification Milestones
GTF Advantage received FAA and EASA certification; Hot Section Plus retrofit announced by Pratt & Whitney; first GE9X deliveries targeted (though entry into service shifted).
MRO Network Expansion
Capacity investments: EME Aero (Poland) second test cell (500 GTF shop visits/yr from 2028), MTU Zhuhai total capacity >700 shop visits/yr, Fort Worth expansion to support LEAP/GE engines and full disassembly/assembly/testing.
Improved Financial Position & Hedging
Net debt ~EUR 1.1 billion with net debt/EBITDA <1; hedge coverage ~80% of net USD exposure for 2026 at an average rate of 1.13; Moody's upgraded to Baa2 and Fitch confirmed BBB.
Sustainability & Operational Energy Milestone
New Munich geothermal plant operating since Dec 2025 (covers ~80% of heating needs); target to reduce CO2 emissions 63% by 2035 vs 2024; EcoVadis silver medal awarded.
MTUAY 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
MTUAY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $164.41 | $169.43 | +3.06% |
Feb 24, 2026 | $232.48 | $216.64 | -6.81% |
Oct 23, 2025 | $217.98 | $222.69 | +2.16% |
Jul 24, 2025 | $224.06 | $213.30 | -4.80% |
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 MTU Aero (MTUAY) report earnings?
MTU Aero (MTUAY) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).
What is MTU Aero (MTUAY) earnings time?
MTU Aero (MTUAY) earnings time is at Jul 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is MTUAY EPS forecast?
Currently, no data Available