Airbus (AIR) AGM 2026 summary
Event summary combining transcript, slides, and related documents.
AGM 2026 summary
14 Apr, 2026Opening remarks and agenda
Warm welcome extended to shareholders, emphasizing the AGM as a key opportunity for direct engagement and dialogue on important topics.
CEO Guillaume Faury led the meeting, outlining the agenda and strategic focus for the year.
Introduction of the management team, legal representatives, and external auditor, with a note on the absence of the Chief Sustainability Officer due to medical reasons.
Overview of the agenda, including board report topics, CEO's review, auditor's presentation, Q&A, and voting on 15 resolutions.
Financial performance review
Achieved record financial performance in 2025, with EBIT adjusted at EUR 7.1 billion and net income of EUR 5.2 billion, up 23.4% year-on-year.
Revenues increased to EUR 73.4 billion, up 6% year-on-year.
Free cash flow before customer financing reached EUR 4.6 billion, up 2.5% from the previous year.
793 commercial aircraft delivered in FY 2025.
EPS reported at EUR 6.61, a 23.3% increase year-over-year.
Board and executive committee updates
Board held 11 meetings in 2025 with a 95% attendance rate, plus ad-hoc meetings on strategic matters.
Committees showed high attendance (94%-100%) and performed all duties.
First-ever annual off-site strategy meeting held in India, including visits to key facilities and meetings with high-level officials.
Latest events from Airbus
- Lower aircraft deliveries and ongoing disruptions weigh on Q1 performance and outlook.AIR
Pre-close call15 Apr 2026 - Record 2025 results and backlog, but 2026 faces engine supply and integration headwinds.AIR
Q4 202512 Apr 2026 - Net income fell 46% on €989 million Space Systems charge, despite 4.2% revenue growth.AIR
Q2 20245 Mar 2026 - Record 2025 results with €73.4B revenue, €5.2B net income, and strong 2026 outlook.AIR
Q4 2025 (Media)19 Feb 2026 - 2024 targets cut to 770 deliveries and €5.5bn EBIT as €0.9bn space charges hit results.AIR
Guidance3 Feb 2026 - Q4 2025 saw higher aircraft deliveries and strong orders, with guidance unchanged.AIR
Pre-close call2 Feb 2026 - Revenue up 5% to €44.5B, EBIT Adjusted and net income down; 2024 guidance maintained.AIR
Q3 202417 Jan 2026 - Q4 2024 featured higher deliveries, strong order momentum, and ongoing strategic initiatives.AIR
Pre-Close Call9 Jan 2026 - Record 2024 deliveries, €69.2B revenue, €4.2B net income, and strong 2025 outlook.AIR
Q4 2024 (Media)8 Jan 2026