Airbus SE
EADSF
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+ FollowMarket Cap$163.37B
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Earnings Call Q4 2025
February 19, 2026 - AI Summary
Strong Financial Performance: Airbus reported a record EBIT adjusted of EUR 7.1 billion for the full year 2025, up from EUR 5.4 billion in 2024, driven by increased commercial aircraft deliveries and improved performance in the Helicopter and Defense divisions. Net income reached EUR 5.2 billion, leading to a proposed dividend of EUR 3.20 per share, reflecting nearly a 50% payout ratio.
Delivery Challenges in 2026: For 2026, Airbus expects to deliver around 870 commercial aircraft, impacted by engine supply shortages from Pratt & Whitney. This situation has forced Airbus to adjust its rate expectations, now aiming for a rate between 70 to 75 A320 aircraft per month by the end of 2027 instead of a stable 75 aircraft per month due to anticipated delays in engine deliveries.
Operational Risks and Supply Chain Issues: The company's production ramp-up is being hindered by ongoing supply chain constraints, particularly with Pratt & Whitney's inability to meet their engine commitments for 2026. This has necessitated discussions about contract enforcement and poses risks to profitability and cash flow. The market expects these supply challenges to persist through 2026 but resolve in 2027.
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$169.37
20.4% downside
Current Fair Value
20.4% downsideOvervalued by 20.4% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $163.37 Billion |
|---|---|
| Enterprise Value | $200.52 Billion |
| Dividend Yield | $3.75 (1.78%) |
| Earnings per Share | $6.61 |
| Beta | 0.88 |
| Outstanding Shares | 787,227,745 |
Return
| Return on Equity | 19.14% |
|---|---|
| Return on Assets | 3.60% |
| Return on Invested Capital | 7.33% |
Valuation & Multiples
| P/E Ratio | 28.15 |
|---|---|
| PEG | -113.1 |
| Price to Sales | 2.31 |
| Price to Book Ratio | 5.75 |
| Enterprise Value to Revenue | 2.77 |
| Enterprise Value to EBIT | 38.22 |
| Enterprise Value to Net Income | 40 |
| Total Debt to Enterprise | 0.24 |
| Debt to Equity | 1.88 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
April 28, 2026
EPS Estimate
$0.50
Average shareholder expectationRevenue Estimate
$14.54 B
Average shareholder expectationNext Earnings Call
Expected Date
July 29, 2026
EPS Estimate
$1.68
Average shareholder expectationRevenue Estimate
$20.27 B
Average shareholder expectationInstitutional Sentiment (Put/Call)
No data available for the latest quarter.
Institutional Ownership
No data available for the latest quarter.
ESG Score
No data
About Airbus SE
CEO: Guillaume Faury Airbus SE engages in the design, manufacture, delivery, and provision of aerospace products, space, and related services. It operates through the following segments: Airbus Commercial Aircraft; Airbus Helicopters; and Airbus Defence and ...