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Safran (SAF) investor relations material
Safran Q3 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 TU earnings summary24 Oct, 2025
Executive summary
Q3 2025 adjusted revenue reached €7.9 billion, up 18.3% year-over-year, driven by record LEAP engine deliveries and robust aftermarket and services performance, with smooth integration of Collins Aerospace's actuation and flight control activities acquired in July.
Nine-month 2025 adjusted revenue totaled €22.6 billion, up 14.9%-15% year-over-year, reflecting strong organic growth and 1,240 LEAP engine deliveries (+21%).
Full-year 2025 guidance was raised across all metrics, factoring in tariff and currency risks, with recurring operating income and free cash flow both upgraded.
Strategic industrial expansions included a new LEAP MRO facility and assembly line in Morocco, and new defense partnerships in Europe.
The Collins Aerospace acquisition is expected to contribute ~€650 million in revenue with a mid-single-digit recurring operating margin before integration costs.
Financial highlights
Q3 2025 adjusted revenue was €7,852 million (+18.3%), with organic growth of 18.5% and a negative currency impact offset by scope effects from the Collins acquisition.
Nine-month 2025 adjusted revenue reached €22,621 million (+14.9%), with organic growth of 15%.
Propulsion revenue rose 25.6% in Q3, with civil OE and aftermarket both showing strong growth; spare parts up 16%-16.1% and services up 24%-24.2%.
Equipment & Defense revenue increased by 11.7%-18.9% in Q3, with both OE and aftermarket growing.
Aircraft Interiors revenue was up 9.8%-10% in Q3, with OE sales up 11.7%-12% and services up 6.8%-7%.
Outlook and guidance
Full-year 2025 revenue growth expected at 11%-13%, with recurring operating income of €5.1-€5.2 billion and free cash flow of €3.5-€3.7 billion.
LEAP engine deliveries expected to rise by more than 20% versus 2024; maintenance services to grow in the low to mid-twenties percent range in USD.
Collins Aerospace activities expected to contribute €650 million in revenue with a mid-single-digit recurring operating margin before integration costs.
Tariff impact for 2025 included in guidance, expected to be a negative €100-€150 million on recurring operating income.
Guidance reflects ongoing supply chain and certification risks.
How did Safran upgrade guidance despite tariffs?
What enabled record LEAP engine deliveries?
Assess profitability of new flight control acquisition.
Beyond assembly, what constrains LEAP rate 75?
LEAP RPFH profit recognition impact on future margins?
Defense M&A: What bolt-on areas are of interest?
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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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