The earnings call reflects a strong overall performance with robust order intake across various divisions, supported by solid financials and a proposed dividend increase. However, the company faces significant challenges with the integration of Spirit AeroSystems and ongoing supply chain issues, particularly affecting the A350 and A220 ramp-up.

Company Guidance

In the recent call, Airbus provided guidance for 2025, highlighting several key metrics. The company targets around 820 commercial aircraft deliveries, an EBIT adjusted of approximately €7 billion, and a free cash flow before customer financing of about €4.5 billion. The 2024 financial performance showed an EBIT adjusted of €5.4 billion with a net income of €4.2 billion, supporting a dividend proposal of €2 per share and a special dividend of €1 per share. Airbus delivered 766 commercial aircraft in 2024, representing a 4% year-on-year increase. The company also reported a strong order intake with 878 gross orders, leading to a backlog of 8,658 aircraft. Airbus' revenue for 2024 increased to €69.2 billion, reflecting higher deliveries and strong performance across its divisions, including helicopters and Defence and Space. The call also addressed challenges, such as supply chain issues and strategic discussions to consolidate the space sector.

Strong Order Intake and Commercial Aircraft Deliveries

Airbus delivered 766 commercial aircraft in 2024, a 4% year-on-year increase. They also booked 878 gross orders, reflecting robust travel demand and a continued strong commercial environment.

Record Order Intake in Defence and Space

The Defence and Space division achieved a record order intake of €16.7 billion, a 6% increase year-on-year, with a book-to-bill ratio of around 1.4.

Solid Performance in Helicopters

Airbus helicopters booked 450 net orders in 2024, up from 393 in 2023, achieving a book-to-bill above 1. The EBIT adjusted for helicopters increased to €818 million with a profit margin of 10.3%.

Financial Performance and Dividend Proposal

Airbus reported a net income of €4.2 billion and proposed a 2024 dividend of €2 per share plus a special dividend of €1 per share, supported by a strong free cash flow before customer financing of €4.5 billion.

---

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
Apr 30, 2025	2025 (Q1)	0.16 / -	0.159	―	―	―
Feb 20, 2025	2024 (Q4)	0.65 / 0.61	0.556	10.25% (+0.06)
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)
May 03, 2023	2023 (Q1)	0.18 / 0.16	0.299	-45.82% (-0.14)
Feb 16, 2023	2022 (Q4)	0.47 / 0.57	0.423	34.28% (+0.14)

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 20, 2025	$44.02	$43.23	-1.79%
Oct 30, 2024	$37.89	$37.95	+0.16%
Jul 30, 2024	$35.21	$36.08	+2.47%
Apr 25, 2024	$43.35	$42.46	-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.

---