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
- Targeting €12–13bn EBIT by 2029 and €5bn buyback, with ramp-ups and stable outlook.AIR
Investor update21 Jul 2026 - Strong Q2 2026 aircraft deliveries drive positive cash flow amid FX and cost headwinds.AIR
Pre-close call15 Jul 2026 - Record 2025 results and strong 2026 guidance delivered despite supply chain risks.AIR
Q4 2025 (Media)9 Jul 2026 - 2025 marks a turning point with ramp-up execution, strong backlog, and profitable growth ambitions.AIR
Status Update8 Jul 2026 - 2024 targets cut and ramp-up delayed to 2027 amid €0.9bn space charges and supply chain issues.AIR
Guidance8 Jul 2026 - Europe must unite, innovate, and engage all generations to ensure security and defense autonomy.AIR
Airbus Defence Summit 20266 Jun 2026 - Revenue and EBIT Adjusted fell sharply, but order intake and 2026 guidance remain strong.AIR
Q1 202630 Apr 2026 - 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