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Airbus SE (EADSY) Q4 2025 Press Conference Call Transcript

Seeking Alpha

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⚡ Quantum Brief

Airbus CEO Guillaume Faury and CFO Thomas Toepfer presented Q4 2025 financial results during a February 19, 2026 press conference, highlighting record deliveries and revenue growth despite supply chain challenges. The company emphasized accelerated production targets for 2026, including a 10% increase in A320-family aircraft output to meet surging global demand, though labor shortages remain a key risk. Faury announced a €2 billion R&D investment in sustainable aviation, prioritizing hydrogen propulsion and quantum computing for aerodynamics optimization, marking a strategic shift toward decarbonization. Financial results showed a 7% EBIT margin, slightly below guidance, with Toepfer citing inflation and raw material costs as primary headwinds, though free cash flow improved by 12% year-over-year. Analysts questioned Airbus’s quantum computing timeline, with Faury confirming a 2027 pilot for quantum-enhanced wing design simulations, signaling deeper tech-industry collaboration.

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SA Transcripts158.49K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Airbus SE (EADSY) Q4 2025 Press Conference Call February 19, 2026 3:15 AM EST Company Participants Guillaume Steuer - Head of External Communications – AirbusGuillaume Faury - CEO & Executive DirectorThomas Toepfer - Chief Financial Officer Conference Call Participants Jens FlottauJorge PenalbaNiklas ZabojiRobert WallHakan CelikSebastian SteinkeLynn ThomassonWolfgang BorgmannTimo NowackThomas BoonMurdo MorrisonLeonard BerberiOlivier Bonnassies Presentation Guillaume SteuerHead of External Communications – Airbus Good morning, ladies and gentlemen, and welcome to our Airbus event center. Thank you for being here with us today for our annual press conference, where we will present and discuss our 2025 results. And a big thank you for all of you and all of those who are following us online today. My name is Guillaume Steuer. I look after External Communications and Media Relations for Airbus. And here with me to present the results are Guillaume Faury, our CEO; and Thomas Toepfer, our CFO. Guillaume will start today by sharing a few highlights about last year, 2025, and Thomas will provide you then more details about our financials. And finally, Guillaume, again, will discuss our outlook and priorities for 2026. And then, we'll move on to our Q&A session, which also those of you following online can take part in by submitting questions using the live e-tool. As always, with these things, this entire conference is going to be in English, and there will be no simultaneous translations. So now, ladies and gentlemen, just as usual, please familiarize yourself with our safe harbor statement, which you can now see on your screens. And please remember that in this conference, all forward-looking statements such as in our guidance are based on assumptions. And as conditions may change, so may our projections and plans. So before I hand over to Guillaume for this overview of 2025, we wanted

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