Airbus Group SE earnings date
Airbus Group SE (AIRN) Q3 2026 Earnings Report
MX:AIRN Q3 2026 EPS Results
- Actual EPS
- MXN 33.78
- Consensus EPS
- MXN 34.27
- Beat/Miss
- Missed by -MXN 0.49
- One Year Ago EPS
- MXN 37.19
MX:AIRN Q3 2026 Revenue Results
- Actual Revenue
- MXN 356.95B
- Expected Revenue
- MXN 370.46B
- Beat/Miss
- Missed by -MXN 13.51B
- YoY Revenue Growth
- -2.00%
Earnings Announcement Details
- Quarter
- Q3 2026
- Date
- 10/28/2026
- Time
- Before Open
- Conference Call
- Wednesday, October 28, 2026
Airbus Group SE's next earnings date is estimated for February 18, 2027, based on past reporting schedules.
Q3 2026 Earnings Call Audio
Q3 2026 Earnings Slide Deck
Q3 2026 Earnings Call Summary
The call was predominantly positive. Airbus reported strong revenue, EBIT and net-income growth, higher commercial aircraft deliveries, a large order backlog, substantial Defence and Space order intake, strong liquidity and unchanged 2026 guidance. These positives were tempered by negative free cash flow, inventory and working-capital buildup, engine and other supply-chain bottlenecks, the challenging Spirit integration, quality issues and ongoing antitrust uncertainty.
Airbus’s 2026 guidance remains unchanged and assumes no additional disruptions to global trade or the world economy, air traffic, the supply chain, its internal operations and ability to deliver products and services; it is before M&A and includes the impact of currently applicable tariffs, with targets of around 870 commercial aircraft deliveries, an EBIT adjusted of around EUR 7.5 billion and free cash flow before customer financing of around EUR 4.5 billion, or 870, plus or minus 20, with Spirit expected to have a low triple-digit EBIT effect and a high triple-digit cash effect in 2026; engines remain the pacing item for 2027, Airbus is targeting a stable rate of 75 for the A320, and its 2029 assumptions include a dollar rate of $1.22, with each cent representing roughly $250 million, while Defence and Space is modeled at around EUR 1.3 billion of EBIT in 2029.
- Revenue and EBIT GrowthNine-month 2026 revenue increased 7% year-on-year to EUR 50.6 billion, mainly reflecting higher Commercial Aircraft deliveries and a higher contribution from Defence and Space. EBIT adjusted increased 8.9% to EUR 4.5 billion from EUR 4.1 billion, supported by higher Commercial Aircraft deliveries and strong Defence and Space performance.
- Strong Net Income and Earnings per ShareNine-month net income increased 36% to EUR 3.6 billion. Earnings per share were EUR 4.54, while adjusted EPS was EUR 4.26 based on an average of 790 million shares.
- Commercial Aircraft Deliveries IncreasedAirbus delivered 547 commercial aircraft to 84 customers in the first nine months, 40 more than in the same period of 2025. Deliveries included 68 A220s, 428 A320 Family aircraft and 51 wide-body aircraft.
- Robust Commercial Aircraft Orders and BacklogAirbus booked 1,174 gross commercial aircraft orders in the first nine months, including 182 A220s, 830 A320 Family aircraft, 67 A330s and 95 A350s, including 34 A350 freighters. Net orders totaled 1,105 aircraft, including 69 cancellations, and the backlog stood at 9,310 aircraft at the end of September 2026.
- Commercial Aircraft Business PerformanceCommercial Aircraft revenue increased 8% year-on-year, mainly reflecting higher deliveries and increased services, partially offset by the weaker U.S. dollar. EBIT adjusted increased to EUR 3.4 billion from EUR 3.3 billion in the first nine months of 2025.
- Positive Services Market OutlookAirbus said its latest global services forecast projects market demand to double over the next 20 years, and the company has strong ambitions across the aircraft life-cycle services market.
- Helicopters Order and Delivery MomentumHelicopters booked 311 net orders in the first nine months, compared with 306 in the same period of 2025, and delivered 226 helicopters, eight more than in the prior-year period. The order intake included 10 UH-72B Lakota helicopters for the U.S. Army, while Romania signed a contract for 12 H225M multirole helicopters.
- H140 Production StartedAirbus celebrated the official start of series production of the H140 in Germany, with the first airframe successfully manufactured on the newly established assembly line.
- Strong Defence and Space Order IntakeDefence and Space order intake reached EUR 11.5 billion in the first nine months across all segments. Management described the order momentum as sustained and said first-nine-month order intake represented a 70% uplift, with customers trusting Airbus to play a major role in European sovereignty.
- Defence and Space Revenue and Profitability GrowthDefence and Space revenue increased 5% year-on-year to EUR 9.3 billion, driven by higher volumes across all business units. Higher volume and better overall profitability resulted in EBIT adjusted of EUR 672 million.
- Space Systems WinsAirbus was selected by Eutelsat to build a further 229 OneWeb low Earth orbit satellites. Airbus also said the IRIS² European program was moving forward, with the company supporting production of platforms for at least 66 LEO satellites.
- Production and Global Footprint MilestonesThe second A320 Family final assembly lines in both the United States and China are now delivering aircraft. Airbus also inaugurated a new delivery center in Toulouse.
- A350 Freighter ProgressThe A350 freighter successfully completed its maiden flight, starting the flight-test campaign ahead of planned entry into service in the second half of 2027.
- Improved Overall Supply Chain SituationManagement said the general state of the supply chain supporting the A320 ramp-up has improved compared with previous years. Airbus said the A220 is progressing through a steep ramp-up and remains on trajectory.
- Strong Liquidity and Net Cash PositionNet cash stood at EUR 7 billion at the end of September, while liquidity remained strong at around EUR 30 billion. Airbus said it currently expects sufficient liquidity to support its 2026 deliveries.
- 2026 Guidance ReaffirmedAirbus left its 2026 guidance unchanged, targeting around 870 commercial aircraft deliveries, EBIT adjusted of around EUR 7.5 billion and free cash flow before customer financing of around EUR 4.5 billion, assuming no additional disruptions to global trade, the world economy, air traffic, the supply chain or internal operations.
- A321XLR MomentumAirbus said the A321XLR continues to receive positive customer feedback, with approximately 500 XLRs in the backlog. Management said the product is performing well and expects continued success and momentum.
- Potential Future Aircraft Variants Under EvaluationAirbus is evaluating potential stretch versions of the A220, referred to as the A220-500, and the A350, referred to as the A350-2000 or another designation. The company is conducting prelaunch analysis and has not yet made a launch decision.
MX:AIRN Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Feb 18, 2027 | 2026 (Q4) | 61.46- | 59.67 | ― | ― |
| Oct 28, 2026 | 2026 (Q3) | 34.2733.78 | 37.19 | -9.18% (-3.41) | |
| Jul 29, 2026 | 2026 (Q2) | 41.5646.38 | 30.24 | 53.38% (+16.14) | |
| Apr 28, 2026 | 2026 (Q1) | 8.916.74 | 13.65 | -50.60% (-6.91) | |
| Feb 19, 2026 | 2025 (Q4) | 50.1459.67 | 47.81 | 24.79% (+11.85) | |
| Oct 29, 2025 | 2025 (Q3) | 32.9237.19 | 27.18 | 36.84% (+10.01) | |
| Jul 30, 2025 | 2025 (Q2) | 28.8130.24 | 16.14 | 87.34% (+14.10) | |
| Apr 30, 2025 | 2025 (Q1) | 11.8913.65 | 12.06 | 13.22% (+1.59) | |
| Feb 20, 2025 | 2024 (Q4) | 50.9647.81 | 42.71 | 11.96% (+5.11) | |
| Oct 30, 2024 | 2024 (Q3) | 21.9327.18 | 20.84 | 30.39% (+6.33) |
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
