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Leonardo Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary30 Jul, 2025
Executive summary
Orders rose 9.7% year-over-year to €11.2B, revenues up 12.9% to €8.9B, and EBITA up 15% to €581M, with strong performance across all divisions and a book-to-bill ratio of 1.3.
Net result before extraordinary items was €273M, up 44.4% YoY; net result was €542M, slightly down due to prior year one-off gains.
Free operating cash flow improved by 19% to –€408M and net debt reduced by 27.6% to €2.17B, reflecting efficiency gains and UAS business sale proceeds.
Major strategic progress includes the launch and integration of joint ventures, finalized acquisitions in land defense and cyber, and advances in the capacity boost program.
Guidance for full-year orders and free operating cash flow has been raised, underpinned by robust order intake, operational improvements, and strategic M&A.
Financial highlights
EBITA margin (ROS) was 6.5%, nearly stable YoY; EBIT margin was 4.8%.
Book-to-bill ratio at 1.3x; backlog at €45B as of June, ensuring over 2.5 years of production.
Net income for 1H 2025 reached €542M, up 44.4% YoY, including capital gain from UAS business disposal.
Group liquidity at €5.8B as of June 2025, ensuring strong financial flexibility.
Workforce increased by 5.1% to 61,265 employees.
Outlook and guidance
FY2025 new orders guidance raised to €22.25–22.75B; revenue confirmed at ~€18.6B; EBITA at ~€1.66B.
FOCF guidance increased to €920–980M; net debt target reduced to ~€1.1B, reflecting stronger cash generation and delayed M&A outflows.
Revenue and EBITDA/EBITA guidance confirmed, with expectations of further improvement from 2026 as order growth flows through.
Dividend payments increased from €0.28 to €0.52 per share.
Guidance based on current geopolitical, supply chain, and macroeconomic assessments.
Assess impact of Aerostructures BU on Aeronautics EBITA.
Explain drivers behind Defence Electronics growth.
How will Edgewing Ltd impact GCAP development?
Detail the Iveco Defence truck business sale timeline.
Explain the rationale behind 'Capacity Boost'.
How will the Iveco acquisition be financed?
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Frequently asked questions
Leonardo S.p.a. provides aerospace, defense, and security systems, including helicopters, aircraft, electronics, and cyber security solutions. The company serves government and commercial clients worldwide, with capabilities in design, manufacturing, and integration of complex technologies. The company is headquartered in Rome, Italy, and its shares are listed on the BIT.
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