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The Boeing-Airbus Duopoly: Titans of the Skies
Dive into the fascinating history and competitive dynamics of the Boeing-Airbus duopoly in the commercial aircraft industry.
Airbus (AIR) investor relations material
Airbus Pre-Close Call summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Pre-Close Call summary14 Oct, 2025
Executive summary
Delivered 201 commercial aircraft in Q3 2025, up 27 units from Q3 2024, with a favorable mix of A220 and A320 models.
Defence and Space division expected to contribute positively to EBIT adjusted, consistent with prior year and divisional trajectory.
Helicopter deliveries improved compared to Q3 last year.
Free cash flow before customer financing should benefit from increased commercial aircraft deliveries and fewer gliders.
Inventory build-up continues due to ramp-up across all programs, with a backloaded delivery profile.
Trading performance and revenue trends
Higher commercial aircraft deliveries and favorable product mix expected to drive improved performance year-on-year.
Defence and Space and Helicopters divisions both showing positive trends in deliveries and EBIT contribution.
Profitability and margins
Favorable FX hedge rates forecast to provide a mid to high double-digit million euro positive impact for the quarter.
Inflation remains a headwind, but the negative impact is expected to be slightly less than in 2024.
R&D expenses impacted by the lead initiative, with some offset from activity prioritization.
Reconcile FX blended rate forecast vs spot rate
Q3 R&D spend: prioritization vs acceleration?
FCF: Glider reduction vs inventory build-up?
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Next Airbus earnings date
Q3 202529 Oct, 2025
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Frequently asked questions
Buses for the Air
Airbus SE is a European aerospace corporation with multinational operations and one of the aviation industry's leaders. The company designs, manufactures, and sells commercial aircraft, including airplanes and helicopters. Besides this Airbus is also active in the defense and space sectors, albeit at a smaller scale than their commercial operations. The company is headquartered in Leiden in the Netherlands, and its shares are listed in France, Germany, and Spain.
The World’s First Twin Engine Wide Body Jet
Airbus was established as a consortium of various European aerospace manufacturers in 1970, aiming to challenge American companies' dominance in the commercial airliner market. The consortium's first airplane, the Airbus 300 was a massive technological leap forward, as it was the first twin-engined widebody jet. However, the company’s biggest commercial breakthrough came in the 80s when it introduced the now well-established Airbus A320.
In 2000, the company was acquired by EADS, which in turn was the result of the merger between several European aerospace manufacturers. Today, Airbus is one of the dominating forces in aerospace manufacturing together with Boeing. As will be discussed later on, the company also produces various types of military aircraft and helicopters, but the majority of its revenue comes from its commercial production.
The Commercial Aircraft
Airbus’s commercial aircraft division is the most important part of its business and what they’re most known for. The company’s product line spans from the single-aisle A220 and A320 families which are used by over 300 commercial airlines across the world for short to medium-haul routes, including Delta Air Lines and American Airlines. The company also manufactures the widebody A330, A350, and the now iconic A380, the latter of which is the largest passenger aircraft in the world.
Other Aircraft
Beyond commercial airliners, Airbus operates in several other sectors. In defense, Airbus produces military aircraft, including the A400M transporter and Eurofighter Typhoon through a joint venture. The company is also active in the space sector, designing and manufacturing satellites, space probes, and launch vehicles. Additionally, Airbus Helicopters, a division of Airbus, is one of the world’s leading helicopter manufacturers, producing a range of civil and military rotary-wing aircraft.
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