Airbus Reports Record 2025 Financials Amid Supply Chain Challenges
Airbus achieved record 2025 financial results with increased deliveries and profitability despite engine shortages, targeting growth in 2026.
This article is based on an official press release from Airbus.
Airbus SE has announced its full-year results for 2025, describing the period as a “landmark year” marked by record financial performance and robust demand across all business sectors. According to the company’s official press release issued on February 19, 2026, Airbus achieved its deliveries targets and significantly improved profitability, even while navigating persistent supply chain constraints, particularly regarding Pratt & Whitney engines.
The European aerospace giant reported a 33% increase in Adjusted EBIT to €7.1 billion and a 23% rise in Net Income to €5.22 billion. These figures reflect a strong recovery in the commercial aviation market and a successful turnaround in the company’s Defence and Space division. Based on these results, Airbus has proposed a dividend of €3.20 per share, up from €3.00 in the previous year.
Looking ahead, the manufacturer has set an optimistic tone for 2026, targeting approximately 870 commercial aircraft deliveries, assuming no further disruptions to the global economy or air traffic.
The fiscal year 2025 saw Airbus strengthen its financial footing significantly compared to 2024. The company reported consolidated revenues of €73.4 billion, a 6% increase year-over-year. This growth was driven primarily by higher commercial aircraft deliveries and a solid performance in the helicopter sector.
Key financial metrics highlighted in the report include:
In a statement accompanying the results, Airbus CEO Guillaume Faury emphasized the company’s resilience in a complex operating environment.
“2025 was a landmark year, characterised by very strong demand for our products and services across all businesses, a record financial performance, and strategic milestones. Global demand for commercial aircraft underpins our ongoing production ramp-up, which we are managing while facing significant Pratt & Whitney engine shortages.”
, Guillaume Faury, Airbus CEO
The core of Airbus’s business, Commercial Aircraft, delivered 793 units in 2025, an increase from 766 in the previous year. The breakdown of deliveries included 607 A320 Family jets, 93 A220s, 57 A350s, and 36 A330s. The division generated €52.6 billion in revenue, a 4% increase, supported by a record year-end backlog of 8,754 aircraft. A significant development in the 2025 report is the recovery of the Defence and Space division. After posting a loss of €566 million in 2024, the division achieved an Adjusted EBIT of €798 million in 2025. Revenue for this sector grew by 11% to €13.4 billion, driven by higher volumes across all units and a record order intake of €17.7 billion.
Airbus Helicopters also reported strong growth, with deliveries rising to 392 units from 361 in 2024. Revenues for the division climbed 13% to €9.0 billion, with Adjusted EBIT also rising by 13% to €925 million, reflecting strong performance in military markets.
While demand remains high, Airbus acknowledged that supply chain issues continue to impact production planning. The press release specifically cited shortages of Pratt & Whitney engines as a factor affecting the trajectory of the A320 Family ramp-up.
Consequently, Airbus has adjusted its production targets for the Single Aisle program. The company now aims to reach a production rate of 70 to 75 aircraft per month by the end of 2027, stabilizing at 75 per month thereafter.
For widebody and other programs, the company outlined the following targets:
The 2025 results validate Airbus’s strategy of prioritizing delivery stability over aggressive expansion amidst supply chain fragility. The explicit mention of Pratt & Whitney engine shortages suggests that while the airframe manufacturer is ready to build, the supply chain remains the governing factor in global aviation growth. Furthermore, the swing to profitability in the Defence and Space sector is a critical win for management, proving that recent restructuring efforts have effectively stopped the bleeding in that division. Investors will likely view the dividend increase as a signal of long-term confidence in cash flow generation, despite the capital-intensive nature of the upcoming production ramp-up.
Airbus has issued guidance for the 2026 financial year, projecting continued growth. The company targets approximately 870 commercial aircraft deliveries and an Adjusted EBIT of around €7.5 billion. Free Cash Flow before customer financing is expected to remain strong at approximately €4.5 billion.
Airbus Reports Record FY 2025 Financials Despite Supply Chain Headwinds
Financial Performance Overview
Operational Highlights by Division
Commercial Aircraft
Defence and Space Turnaround
Helicopters
Production Ramp-Up and Strategic Updates
AirPro News analysis
2026 Outlook
Sources
Photo Credit: Airbus