- Airbus expects to deliver approximately 820 commercial aircraft in 2025, with an estimate of 823.
- Adjusted EBIT (earnings before interest and taxes) is projected to be around €7.0 billion, against an estimate of €7.32 billion.
- The adjusted free cash flow is expected to be about €4.5 billion, slightly below the estimate of €4.65 billion.
- Fourth Quarter Highlights (Year-on-Year Comparison):
- Adjusted EBIT of €2.56 billion, up 16%, narrowly missing the estimate of €2.61 billion.
- Commercial airplanes adjusted EBIT increased by 29% to €2.07 billion, beating the estimate of €2.03 billion.
- Defense and Space adjusted EBIT fell by 59% to €95 million, well below the estimate of €249.2 million.
- Helicopters adjusted EBIT rose 25% to €398 million, surpassing the estimate of €331.7 million.
- Total revenue reached €24.72 billion, an increase of 8%, beating the estimate of €24.14 billion.
- Commercial airplanes revenue grew by 9.3% to €17.77 billion, exceeding the estimate of €17.45 billion.
- Revenue from the Defense & Space segment rose 2.5% to €4.47 billion, above the estimate of €4.35 billion.
- Helicopters revenue climbed 15% to €3.07 billion, ahead of the €2.8 billion estimate.
- Net income increased by 66% to €2.42 billion, beating the estimate of €2.12 billion.
- 2024 Year Results:
- Adjusted EBIT was €5.35 billion, a decrease of 8.3%, aligning with the estimate of €5.34 billion.
- EBIT increased by 15% to €5.30 billion, exceeding the estimate of €5.18 billion.
- Revenue amounted to €69.23 billion, a 5.8% increase, slightly above the estimate of €69.01 billion.
- Net income was €4.23 billion, up 12%, surpassing the estimate of €3.99 billion.
- Earnings per share (EPS) rose to €5.36 from the previous year’s €4.80, beating the estimate of €4.99.
- Dividend per share increased to €2.00, from €1.80 the previous year, slightly below the estimate of €2.17.
- Additional Comments:
- Proposal for a special dividend of €1.00 per share.
- The A320 Family production rate aims to reach 75 aircraft per month by 2027.
- Monthly production of the A330 is stabilizing at approximately 4 aircraft.
- The A350 freighter’s entry into service is now expected in the second half of 2027.
- A12 production target is set for 2028 for the A350.
- A net charge of €121 million was recognized on the A400M program.
- There were €1.3 billion in charges for space programs, including €0.3 billion in the fourth quarter, due to an in-depth technical review.
- Current analyst ratings include 21 buys, 4 holds, and 2 sells.
A look at Airbus Group SE Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 3 | |
| Resilience | 4 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores, Airbus Group SE‘s long-term outlook appears promising. With strong scores in Growth, Resilience, and Momentum, the company is positioned well for future success. A score of 3 in Growth indicates potential for expansion and development, while a score of 4 in Resilience reflects the company’s ability to weather economic challenges. Additionally, a top score of 5 in Momentum suggests that Airbus Group SE is gaining positive traction in the market.
As a manufacturer of airplanes and military equipment, Airbus Group SE‘s diverse product offerings and services contribute to its overall outlook. While the scores for Value and Dividend are moderate at 2, the company’s strengths in Growth, Resilience, and Momentum bode well for its future performance. Investors may find Airbus Group SE to be a promising investment opportunity given its solid footing in key areas essential for long-term success.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Analytics and News
- ✓ Events & Webinars
