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Edge31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
Airbus
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 summary15 Jul, 2026
Trading performance and revenue trends
Delivered 237 commercial aircraft in Q2 2026, up from 170 in Q2 2025, reflecting a backend-loaded year.
Airbus Helicopters delivered a similar volume year-on-year in Q2, maintaining stability.
Defence and Space division performance is progressing as outlined in the June 2025 business update.
Profitability and margins
A $0.04 FX rate degradation year-on-year is expected to impact profitability, with Q2 2026 at $1.21 versus $1.17 in Q2 2025.
Each $0.01 change in hedge rate equates to about EUR 150 million impact for the full year at current delivery rates.
No non-recurring elements were recorded for commercial aircraft in Q2 2025.
Balance sheet and liquidity position
Free cash flow is expected to return to positive territory in Q2 2026, supported by higher aircraft deliveries.
Inventory levels should decrease due to increased deliveries but will also reflect planned buildup for ramp-up and divisional growth.
Spirit AeroSystems financial impact phasing
FX hedge rate degradation impact on EBIT
Inventory buildup for H2 production ramp-up
Partial view of Summaries dataset, powered by Quartr API
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Latest events from Airbus
- Record 2025 results and strong 2026 guidance delivered despite supply chain risks.AIR
Q4 2025 (Media)9 Jul 2026 - 2025 marks a turning point with ramp-up execution, strong backlog, and profitable growth ambitions.AIRStatus Update8 Jul 2026
- 2024 targets cut and ramp-up delayed to 2027 amid €0.9bn space charges and supply chain issues.AIRGuidance8 Jul 2026
- Europe must unite, innovate, and engage all generations to ensure security and defense autonomy.AIRAirbus Defence Summit 20266 Jun 2026
- Revenue and EBIT Adjusted fell sharply, but order intake and 2026 guidance remain strong.AIRQ1 202630 Apr 2026
- Lower aircraft deliveries and ongoing disruptions weigh on Q1 performance and outlook.AIRPre-close call15 Apr 2026
- Record profits, higher dividend, and ambitious growth targets amid global risks.AIRAGM 202614 Apr 2026
- Record 2025 results and backlog, but 2026 faces engine supply and integration headwinds.AIRQ4 202512 Apr 2026
- Net income fell 46% on €989 million Space Systems charge, despite 4.2% revenue growth.AIRQ2 20245 Mar 2026
Next Airbus earnings date
Investor update21 Jul, 2026
Airbus
Next Airbus earnings date
Investor update21 Jul, 2026
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