Airbus SE: Expectations for 2025 and Challenges in the Industry

A recent report from Airbus SE $EADSY highlights the company's cautious approach to forecasts for the upcoming years. Despite plans to increase aircraft deliveries, challenges related to trade relations and issues in the aerospace sector cast doubt on their confidence in future prospects.

Delivery Forecasts for 2025

In the first quarter of 2025, Airbus aims to achieve approximately 820 aircraft deliveries, representing a 7% increase compared to 2024. However, this figure is significantly lower than analysts' expectations of 839 deliveries. It also falls short of the record set in 2019 when the company reached peak delivery numbers.

Challenges Hampering Growth

Airbus continues to face difficulties stemming from the Covid-19 pandemic, complicating delivery processes. Supplier issues and high customer demands for new, fuel-efficient aircraft are placing pressure on production operations. While Boeing Co. $BA continues to operate actively, Airbus must overcome these challenges to maintain its competitive edge.

Financial Forecasts for the Future

According to projections, adjusted profit for Airbus is expected to be around €7 billion (approximately $7.3 billion) in 2025, with free cash flow anticipated to reach €4.5 billion, remaining virtually unchanged from 2024. However, this forecast does not take into account potential changes in tariffs as U.S. President Donald Trump continues to advocate for his trade agenda.

Key Factors for the Industry

• Uncertainty surrounding tariffs and tax regulations;

• Geopolitical unpredictability;

• Impact of new technologies on market demand.

In light of the above, Airbus SE finds itself at a crossroads of opportunities and risks in the coming years. Anticipation of new deliveries and market model changes is intertwined with challenges that require careful management decision-making.