1Wkยท

๐€๐ข๐ซ๐›๐ฎ๐ฌ: ๐–๐ž๐š๐ค ๐ƒ๐ž๐ฅ๐ข๐ฏ๐ž๐ซ๐ข๐ž๐ฌ, ๐„๐๐ˆ๐“ ๐ƒ๐ซ๐จ๐ฉ, ๐‚๐š๐ฌ๐ก ๐๐ฎ๐ซ๐ง, ๐†๐ฎ๐ข๐๐š๐ง๐œ๐ž ๐”๐ง๐œ๐ก๐š๐ง๐ ๐ž๐

$AIR (+4.74%)

๐Ÿ“Š ๐‘๐ž๐ฌ๐ฎ๐ฅ๐ญ๐ฌ

โ€ข Revenue: โ‚ฌ12.7B (โˆ’7%)

โ€ข Adj. EBIT: โ‚ฌ0.3B (vs โ‚ฌ0.6B)

โ€ข EBIT: โ‚ฌ0.2B

โ€ข Net income: โ‚ฌ0.6B

โ€ข EPS: โ‚ฌ0.74

โ€ข Free cash flow: โˆ’โ‚ฌ2.5B

โ€ข Deliveries: 114 aircraft

โ €

๐ŸŽฏ ๐†๐ฎ๐ข๐๐š๐ง๐œ๐ž

โ€ข Deliveries FY: ~870 aircraft

โ€ข Adj. EBIT FY: ~โ‚ฌ7.5B

โ€ข Free cash flow FY: ~โ‚ฌ4.5B

โ €

๐Ÿ“Œ ๐Š๐ž๐ฒ ๐“๐š๐ค๐ž๐š๐ฐ๐š๐ฒ๐ฌ

โ€ข Revenue and EBIT declined driven by lower aircraft deliveries

โ€ข Commercial aircraft margin heavily pressured

โ€ข Defence & Space showed strong growth and profitability

โ€ข Massive negative free cash flow from inventory build-up and delivery timing

โ€ข Supply chain issues (Pratt & Whitney engines) remain key bottleneck

โ€ข Order intake strong with backlog above 9,000 aircraft

โ €

๐Ÿ’ฌ ๐Œ๐š๐ง๐š๐ ๐ž๐ฆ๐ž๐ง๐ญ ๐‚๐จ๐ฆ๐ฆ๐ž๐ง๐ญ๐š๐ซ๐ฒ

โ€œOperating environment remains dynamic and complex.โ€

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