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Airbus (AIR) investor relations material
Airbus Pre-close call summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Call focused on supporting Q3 and year-to-date 2026 financial modeling; closing and audit processes were underway, with comments limited to public information and forecast updates reserved for formal announcements.
Nine-month 2026 results were scheduled for October 28 after market close; the quiet period began October 15.
Trading performance and revenue trends
Commercial aircraft deliveries were 196 in Q3 2026 versus 201 in Q3 2025, including 3 fewer A320s and 5 fewer A330s YoY.
Helicopter deliveries were expected at a similar volume YoY, with a less favorable mix.
Profitability and margins
Commercial aircraft profitability was expected to reflect fixed-cost under-absorption from lower deliveries, notably widebodies, and communicated quality topics.
The blended coverage-portfolio FX rate was forecast at 1.18 for Q3 2026, stable versus Q3 2025.
Helicopters faced a less favorable mix; Q3 2025 had delivered exceptionally strong return on sales.
Defence and Space performance was expected to progress moderately, at a slower pace than in the first two quarters of 2026.
- Double-digit revenue and profit growth in H1 2026, with guidance and order momentum reaffirmed.AIR
Q2 2026 - 2029 EBIT Adjusted target set at EUR 12–13bn, with a EUR 5bn share buyback approved.AIR
Investor update - Strong Q2 2026 aircraft deliveries drive positive cash flow amid FX and cost headwinds.AIR
Pre-close call - Europe must unite, innovate, and engage all generations to ensure security and defense autonomy.AIR
Airbus Defence Summit 2026 - Revenue and EBIT Adjusted fell sharply, but order intake and 2026 guidance remain strong.AIR
Q1 2026 - Lower aircraft deliveries and ongoing disruptions weigh on Q1 performance and outlook.AIR
Pre-close call - Record 2025 results and strong 2026 guidance delivered despite supply chain risks.AIR
Q4 2025 (Media) - 2025 marks a turning point with ramp-up execution, strong backlog, and profitable growth ambitions.AIR
Status Update - 2024 targets cut and ramp-up delayed to 2027 amid €0.9bn space charges and supply chain issues.AIR
Guidance
Next Airbus earnings date
Next Airbus earnings date
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