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Safran
Safran (SAF) investor relations material
Safran Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary13 Feb, 2026
Executive summary
Achieved record financial performance in 2025, surpassing initial expectations across all metrics, with strong demand in civil and defense markets and a 150bps margin improvement.
LEAP engine deliveries reached an all-time high of 1,802 units, up 28% year-over-year, and aftermarket activities outperformed, driven by over 5 billion airline passengers and low aircraft retirements.
Defense and space saw robust growth, with record order intake, new export contracts, and major agreements for M88 engines and Hammer-guided bombs.
Portfolio management advanced with the integration of Collins Actuation and divestment of non-core assets, including Safran Passenger Innovations and EZ Air.
Free cash flow reached €3.9 billion, supporting increased investments and shareholder returns, including a proposed €3.35 dividend per share and ongoing share buyback program.
Financial highlights
Revenue reached €31,329 million, up 14.7% year-over-year, with recurring operating income up 26% to €5,197 million and operating margin at 16.6%.
Net income attributable to the parent was €3,174 million, up 3.5% year-over-year, with EPS at €7.60.
Free cash flow rose 23% to €3,921 million, with a 75% EBIT-to-cash conversion ratio.
Proposed dividend of €3.35 per share, up 16% year-over-year, representing a 40% payout ratio.
Net cash position at €1,738 million at year-end 2025; liquidity includes €6,789 million cash and €2,000 million undrawn credit.
Outlook and guidance
2026 revenue expected to grow low-to-mid-teens; recurring operating income guided at €6.1–6.2 billion; free cash flow €4.4–4.6 billion.
LEAP deliveries to increase by 15% in 2026, targeting 2,600 engines by 2028; services revenue in $ up around 20%.
2028 ambitions raised: revenue CAGR ~10%, recurring operating income €7.0–7.5 billion, cumulative free cash flow ~€21 billion (2024–2028).
Propulsion margin target for 2028 increased to 22–24%; Equipment and Defense to mid-teens; Aircraft Interiors to high single digits.
FX assumptions: EUR/USD hedge rate of 1.12 through 2028.
Detail LEAP's contribution to ROI improvement
What is the primary R&T investment focus
What drove the working capital improvement
Upstream supply chain bottlenecks & Safran's strategy
Long-term portfolio mix: Defense vs. Interiors?
RISE program: Ducted vs. open fan strategy?
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Next Safran earnings date
Q1 2026 TU23 Apr, 2026
Safran
Next Safran earnings date
Q1 2026 TU23 Apr, 2026
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Frequently asked questions
Safran SA, engages in the aerospace and defense businesses. It offers aircraft engines, equipment, and services; advanced technologies and systems for aeronautics, space, propulsion, defense and security application; as well as operation and maintenance services. The company's products include military engines for fighter planes and helicopters, as well as gas and turboprop engines for civil aviation; avionics systems; laser gyroscopes; electronic warfare suites; airborne self-defense alert systems; navigation components, landing aids control systems, distributed aviation monitoring solutions; flight controls; aero-thermodynamics applications; Security solutions to air forces. The company operates in France, the United Kingdom and has it's headquarter in Paris, France.
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