Airbus
Note: This is a daily stock update and the information stands true as of 30/10/25, 09:00 CET.
Company Update:
Expert Opinion:
Good Q3 confirms the improved situation when it comes to the supply chain. And the confirmation of the FY outlook (including the impact of tariffs) is good news. Airbus remains a stock to own over the long run even if the valuation is now a bit expensive.
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Company Update:
Airbus delivered a strong Q3-25:
- 507 aircraft delivered YTD, 10 more than last year, confirming a better delivery pace after a soft H1.
- Revenues €47.4bn, up 7% year-on-year, ahead of expectations with Helicopters and Defence & Space both exceeding market forecasts by more than 3%.
- EBIT Adjusted €4.15bn, up 48% year-on-year, driven by improved profitability in Helicopters and Defence & Space.
- FCF before customer financing –€914m over 9M. Considering H1 was -€1.61bn, Q3 alone contributes a positive €696m, showing improving cash dynamics despite inventory build for the Q4 delivery peak.
- Guidance reiterated and, importantly, now explicitly includes tariff impact, reinforcing credibility and visibility.
Good Q3 confirms the improved situation when it comes to the supply chain. And the confirmation of the FY outlook (including the impact of tariffs) is good news. Airbus remains a stock to own over the long run even if the valuation is now a bit expensive.
For daily updates, subscribe to our newsletter and for detailed information, reach out to us at sales@alphavalue.eu
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