Airbus Exceeds Profit Expectations in Q2 and Maintains 2025 Forecasts
Airbus, the world’s largest aircraft manufacturer, reported an adjusted operating profit of €1.58 billion ($1.81 billion) in the second quarter of 2025. This figure nearly doubled compared to the same period the previous year and surpassed market expectations, driven primarily by its defense and helicopter divisions.
Revenue remained stable at €16.07 billion, while the analyst consensus, compiled by the company itself, had anticipated an operating profit of €1.47 billion on revenue of €15.78 billion.
Key Divisions: Defense and Helicopters Drive Growth
Although a significant profit increase was expected following the strong accounting impact suffered by the space business in 2024, the results even exceeded expectations in the Defense and Space division—Airbus’s second-largest unit—as well as in Helicopters.
This performance has allowed the company to maintain its annual financial projections, despite ongoing challenges in its core commercial aviation business.
Production: Betting on the A330neo and Stability Across the Lineup
Airbus announced it will increase monthly production of its A330neo model to five units by 2029, responding to growing demand for wide-body aircraft. However, it kept production targets unchanged for the rest of its product line.
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Deliveries Affected by Engine Delays
In the first half of the year, deliveries fell by 5%, with a total of 306 aircraft delivered. Nevertheless, the company maintains its goal of ending the year with a 7% increase, reaching 820 units.
However, engine availability issues continue to impact cash flow, which was under more pressure than expected due to the accumulation of completed airframes awaiting engines. According to Airbus CEO Guillaume Faury, the number of affected airframes had risen to 60, and delays now involve Pratt & Whitney, in addition to previous issues with CFM.
Gross orders for commercial aircraft reached 494, with net orders of 402 after cancellations.
Agreement with Spirit AeroSystems Moves Forward
On the industrial front, Airbus confirmed it expects to finalize the acquisition of assets from aerospace supplier Spirit AeroSystems in the fourth quarter of this year. Spirit is currently undergoing a division between Airbus and its American rival Boeing to avoid collapse.
Commercial Relief: No Tariffs on the Horizon
On the geopolitical front, Faury welcomed the recent agreement between the European Union and the United States to exclude the aerospace industry from trade tariffs. He described the pact as “a welcome step forward for our sector.”
Stable Outlook, but Challenges Remain
Despite logistical challenges and cash flow pressures, Airbus remains steadfast in its forecasts for the rest of the year, banking on the strength of its complementary businesses and a gradual recovery in its commercial aviation line.
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Un apasionado por la aviación, Fundador y CEO de Aviación al Día.