Consolidated Financial Results
The consolidated financial results for the first quarter of 2025 present a mixed but overall positive picture:
- Revenue: Increased by 6% to €13.542 billion (Q1 2024: €12.83 billion).
- Profit: Net income rose to €793 million (Q1 2024: €595 million), adjusted EBIT up by 8% to €624 million.
- Deliveries: 136 commercial aircraft (Q1 2024: 142), including 106 A320 family, nine A350, and four A330.
Order Situation and Inventory Development
- Gross Orders: Jumped to 280 aircraft (Q1 2024: 170), net orders after cancellations at 204 units.
- Order Backlog: Record level of 8,726 commercial aircraft by the end of March, highlighting long-term demand.
Challenges and Forecasts
Supply chain issues are impacting the delivery profile, particularly for the A220 and A350. Nevertheless, Airbus is sticking to its production increase strategy. CEO Guillaume Faury emphasizes the uncertainty regarding tariff impacts and refers to the focus on strengthening the European defense industry.
The positive market response reflects, above all, the robust order situation and profit increase, while delivery bottlenecks are likely factored in as a short-term risk.
Note: The search results do not contain direct indications of specific market reactions in after-hours trading; this analysis is based on the presented fundamental data improvement as a plausible driver for positive reception by investors.