Feb 19 • 09:50 UTC 🇬🇷 Greece Naftemporiki

Airbus: Revenues of €73.4 billion for 2025 – 5% drop in shares after delivery forecasts for 2026

Airbus reported revenues of €73.4 billion for 2025, but its shares fell by 5% following lower-than-expected delivery forecasts for 2026.

Airbus has announced revenues of €73.4 billion for the year 2025, boasting the delivery of 793 commercial aircraft, which slightly surpassed its revised target of 790. The company had previously lowered its goal from 820 due to supplier quality issues affecting the fuselage panels, which in turn impacted the deliveries of the A320 series. The results indicate a solid financial performance for 2025, with an adjusted EBIT of €7.1 billion and reported EBIT of €6.1 billion, along with earnings per share amounting to €6.61.

However, the immediate market reaction was negative; Airbus shares experienced a drop of approximately 5%. This decline followed the company's guidance for 2026, projecting the delivery of 870 commercial aircraft—slightly lower than analyst expectations of about 880 aircraft. This guidance may have led investors to reassess their outlook on the company, concerned about potential slowdowns in delivery capabilities despite a generally strong financial year.

Overall, while Airbus's financial results indicate robust revenue generation and a successful year in aircraft deliveries, the concerns reflected in the stock market's reaction suggest caution regarding future performance. The company is navigating supplier challenges and managing investor expectations, which will be critical as it heads into the next year's production schedules and targets.

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