- Airbus projects delivering around 820 commercial aircraft in 2025, slightly below the estimated 838.77.
- The adjusted EBIT (earnings before interest and taxes) for 2025 is expected to be around €7.0 billion, just under the forecasted €7.32 billion.
- Adjusted free cash flow is anticipated to be approximately €4.5 billion, compared to a projected €4.65 billion.
- Fourth quarter results show a 16% year-over-year increase in adjusted EBIT to €2.56 billion, slightly below the estimate of €2.61 billion.
- Commercial airplanes sector saw a 29% year-over-year rise in adjusted EBIT to €2.07 billion, surpassing the estimated €2.03 billion.
- The defense and space sector’s adjusted EBIT dropped by 59% year-over-year to €95 million, much lower than the estimated €249.2 million.
- Helicopters had a strong performance with a 25% increase in adjusted EBIT to €398 million, well above the estimated €331.7 million.
- Overall revenue for the fourth quarter increased 8% year-over-year to €24.72 billion, exceeding the estimate of €24.14 billion.
- Revenue from commercial airplanes rose by 9.3% year-over-year to €17.77 billion, above the anticipated €17.45 billion.
- Defense and space segment revenue increased by 2.5% year-over-year to €4.47 billion, slightly higher than the estimate of €4.35 billion.
- Helicopters revenue jumped by 15% to €3.07 billion, outpacing the expected €2.8 billion.
- Net income for the fourth quarter soared by 66% year-over-year to €2.42 billion, beating the estimate of €2.12 billion.
- For the year 2024, adjusted EBIT was recorded at €5.35 billion, a decrease of 8.3% from the previous year, matching the estimate.
- Total EBIT for 2024 grew by 15% year-over-year to €5.30 billion, above the forecasted €5.18 billion.
- Annual revenue for 2024 increased by 5.8% year-over-year to €69.23 billion, exceeding the estimate of €69.01 billion.
- Net income for 2024 rose by 12% year-over-year to €4.23 billion, higher than the forecasted €3.99 billion.
- Earnings per share (EPS) for 2024 stood at €5.36, compared to €4.80 the previous year, surpassing the estimate of €4.99.
- The dividend per share increased to €2.00, up from €1.80, but below the expected €2.17.
- A special dividend of €1.00 per share is proposed.
- Airbus’s A320 Family production is moving towards a rate of 75 per month by 2027.
- Monthly production rate for the A330 is stabilizing at approximately four units.
- The A350 freighter’s entry into service is now expected in the second half of 2027.
- The company aims for a production rate of 12 for the A350 by 2028.
- A net charge of €121 million was reported on the A400M program.
- Space programs recorded charges of €1.3 billion, with €0.3 billion attributed to the fourth quarter due to an in-depth technical review.
- Analysts’ ratings include 21 buys, 4 holds, and 2 sells.
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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 Smartkarma Smart Scores, Airbus Group SE is positioned with a promising long-term outlook. The company scored a solid 4 in Resilience, indicating a strong ability to weather economic uncertainties and challenges. This highlights Airbus Group SE‘s stability and capacity to overcome obstacles in the market. Furthermore, the company received a high score of 5 in Momentum, suggesting that it has positive traction and is moving in a favorable direction. This momentum can bode well for future growth and performance.
Although Airbus Group SE scored lower in Value and Dividend at 2 each, the company’s score of 3 in Growth hints at potential expansion and development opportunities. With a diverse portfolio that includes commercial aircraft, military equipment, helicopters, and defense systems, Airbus Group SE is well-positioned to capitalize on various sectors. Overall, the company’s strong resilience, positive momentum, and growth potential indicate a bright outlook for Airbus Group SE in the long term.
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.
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