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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.
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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.

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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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