Airbus SE: EPS $0.49 vs $0.4683 expected; revenue $19.5B vs $20.3B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 0.4900 | 0.4683 | +4.6% | 0.4100 |
| Revenue (USD bn) | 19.5000 | 20.2800 | −3.8% | 20.8800 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 28, 2026 | Q3 FY2026 | 0.4900 | 0.4683 | +4.6% | 19.50 | 20.28 | −3.8% |
| Jul 29, 2026 | Q2 FY2026 | 0.6100 | 0.5800 | +5.2% | 23.61 | 23.20 | +1.8% |
| Apr 28, 2026 | Q1 FY2026 | 0.2200 | 0.1285 | +71.2% | 14.80 | 14.83 | −0.2% |
| Feb 19, 2026 | Q4 FY2025 | 0.9500 | 0.7260 | +30.9% | 30.56 | 31.83 | −4.0% |
| Oct 29, 2025 | Q3 FY2025 | 0.4100 | 0.3600 | +13.9% | 20.88 | 26.62 | −21.6% |
| Jul 30, 2025 | Q2 FY2025 | 0.4279 | 0.4096 | +4.5% | 18.39 | 17.97 | +2.3% |
| Apr 30, 2025 | Q1 FY2025 | 0.2700 | 0.2100 | +28.6% | 14.85 | 17.22 | −13.8% |
| Feb 20, 2025 | Q4 FY2024 | 0.8200 | 0.6600 | +24.2% | 25.59 | 14.53 | — |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures. Figures are in USD as carried for this US-traded line; the company reports in another currency.
Airbus SE results: EPS $0.49 vs $0.4683 expected; revenue $19.5B vs $20.3B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 4.6%; revenue below the estimate by 3.8%. Figures are in USD as carried for this US-traded line; the company reports in EUR.
Revenue was down 6.6% from $20.9 billion a year earlier (Q3 FY2025). EPS was up 19.5% from $0.41 a year earlier. On its record, EPS topped analysts' estimates in 7 of 7 earlier comparable reports.
What the results mean
Airbus SE combines commercial aircraft manufacturing, helicopters, and defence and space activities, so interpreting its results requires understanding the business mix and the contribution of manufacturing and services. Shrinking revenue makes the source of the decline across these activities important, but the available material does not identify the segment responsible.
Commercial aviation centres on aircraft manufacturing, sales, modification and support, while helicopters combine civil and military applications with related services. Defence and space adds military aviation, space systems and secure communications, making contract structures, product deliveries and support provision important elements in understanding Airbus SE's business.
What to watch on the earnings call: The call merits attention for management's explanation of the revenue decline and the contributions of commercial aircraft, helicopters, and defence and space to business performance. Discussion of demand, manufacturing and delivery progress, the role of support services, and how the product and service mix affects margins and spending would also be useful.
For the full analysis of Airbus SE stock — valuation, scores and financial statements — see the stock page linked with this story.