Airbus promises shareholders higher distributions. In addition, CEO Guillaume Faury wants to make the profits up.
The world’s largest aircraft manufacturer Airbus attracts its shareholders with the prospect of higher profit distributions. In addition, CEO Guillaume Faury wants to drive the profits in the business with helicopters, armor and space travel in the coming years, as the DAX group announced in front of investors in Paris on Wednesday at the world’s largest aviation fair. The news was well received on the stock exchange.
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Now the group wants to keep its shareholders with the prospect of higher dividends. The distributions should not only increase sustainably, but also amount to 30 to 50 percent of the surplus. So far, Airbus had mentioned a distribution rate of 30 to 40 percent. For 2024, the group released three euros per share, one of which is one euro as a special dividend.
Meanwhile, Faury confirmed his goals for the current year. Accordingly, Airbus wants to deliver around 820 commercial aircraft. The adjusted operational profit (adjusted EBIT) is expected to reach around seven billion euros. In addition, Faury is aiming for a free cash inflow of customer financing of 4.5 billion euros.
There is no shortage of orders, at least in Airbus: At the end of March, the group was sitting on orders for around 8,700 passenger and cargo aircraft. Based on the previous production rates, the orders are sufficient for more than ten years.
The Airbus A321neo in particular finds raging sales. The long version of the narrow -rumping jets has long been the most of the orders for the A320neo model family. This also includes the new long -distance version A321XLR, which, despite its small size, also creates routes over the Atlantic.
Because of the strong demand, Airbus plans to raise the production of the A320neo family to 75 machines per month. Around 10 of them are to be lost on the A321XLR, said CFO Thomas Toepfer in front of the investors. Both with the A321NEO and the “XLR”, the winning spans for Airbus were well above those in the standard version A320neo.
Toepfer also promises more profit from the large -scale A350 in the future: thanks to growing quantities and higher sales prices, profitability will soon reach the level from the time before Corona pandemic – and possibly exceed it. Higher prices are likely to have a positive effect, especially from 2028.
However, Airbus continues to fight with bottlenecks with its suppliers such as engine farmers and seating manufacturers. Accordingly, Faury had to move his goals for production expansion into the future several times. Airbus was also far behind in 2025: With 243 transport aircraft delivered, the group had only achieved almost 30 percent of its annual goal by the end of May.
At the aviation trade fair in Le Bourget at Paris on Monday, the European manufacturer has so far brought further orders and pre-contracts over more than 200 aircraft, while his crisis-related US competitor Boeing continued to stand up on the third day of the fair.
On Wednesday, the Taiwanese airline Starlux currently ordered ten other Airbus copies of the largest passenger jet A350-1000. Egypt Air opted for six machines in the standard version A350-900. The Turkish MNG Airlines also signed a preliminary contract for two freight machines from the same row.
In the area of armor and space travel, however, Airbus recently had to shoulder high additional costs for satellites. This is why the Defense & Space division wrote red numbers last year. The further production of the A400M military transporter was even on the brink due to the lack of new orders. At the A400M, Airbus has now got some time: France and Spain take out some machines earlier to load production.
In view of the upgrade in Europe, the signs of new armaments orders, for example for the Fighter Jet Eurofighter, are actually good. Faury is now making more profit in this area: In 2028, the armaments and space division should achieve an adjusted surgical result of more than one billion euros in front of special effects after it had written almost 600 million euros in the past year.
The helicopter business is to increase its adjusted operational profit from around 800 million to over one billion euros. For the largest division – the business with passenger and freight jets – management did not dare to do such a medium -term goal. Because this business is significantly more affected by the trade disputes and the fragile supply chains in the industry than the other two industries.
Starlux Airlines ordered ten more A350-1000 from Airbus
The Taiwanese airline Starlux Airlines has ordered ten further A350-1000 from Airbus and thus ordered a total of 18 aircraft of this type. According to Airbus, the contract was signed in Le Bourget at Airbus at the aerospace fair, Paris Air Show. Starlux already operates a pure Airbus fleet of 28 aircraft, including the A350-900, the A330neo and the A321neo.
Airbus and MTU bundle forces for hydrogen drive
Despite the cancellation of an soon flying hydrogen aircraft, Airbus and MTU are driving the development of the corresponding drive technology. At the world’s largest aviation trade fair in Le Bourget near Paris, representatives of the two DAX groups signed a declaration of intent on Wednesday to develop a fuel cell for passenger aircraft.
Airbus boss Guillaume Faury had said goodbye to his plan at the beginning of the year to develop a hydrogen aircraft with around 100 seats by 2035. The project should take a few years longer, he said at the balance sheet template in February.
There is no question for the manager that a hydrogen aircraft is technically feasible. However, it does not bring anything to develop an airplane that nobody buys because the infrastructure is not available or it was too expensive in the company, he said in spring. The hydrogen economy was five to ten years behind what the group accepted when it was announced in 2020 when announcing its hydrogen strategy.
Airbus and MTU rely on a fuel cell that generates electricity using hydrogen. This then drives the plane again. An alternative has already been rejected in which a gas turbine burns hydrogen similarly to conventional jet aircraft kerosene.
At MTU, the year 2035 continues to keep an eye on the year – namely in the context of the Herop’s EU technology program: This is about innovative technologies for a climate -neutral, hydrogen -powered electrical drive, “which can bring regional aircraft from 2035”.
Aviation shares asked – Airbus at the front of the DAX
With Airbus and MTU, two shares from the aviation sector in the DAX were particularly in demand on Wednesday. With clear course premiums, they led the only less changed German leading index. At MTU it was enough for a record.
The Airbus share ultimately won 1.43 percent to 163.06 euros. In the future, Airbus should flow 30 to 50 percent of the surplus as a dividend to the shareholders annually. So far, the rate had been 30 to 40 percent. CEO Guillaume Faury also confirmed the goals for the current year.
Faaury also wants to drive up the profits of the business with helicopters, armor and space travel in the coming years. Dealers mentioned that the medium -term goals mentioned for these two areas were easily above expectations. In the meantime there were no medium -term goals for the business with commercial aircraft. In the most important division, Airbus has been fighting bottlenecks for its suppliers for years, while there is no shortage of orders.
On Tuesday, the Airbus shares had been slipped to the lowest level for almost four weeks, while the industry is currently in view of the annual aviation fair in Paris. The flood of order for Airbus continues, the authors of the daily Bernecker Börsenbrief wrote in view of the contracted orders of various airlines.
For example, the manufacturer has brought in further orders and pre-contracts via more than 200 aircraft at the trade fair since Monday, while his crisping US competitor Boeing continued to be bare on the morning of the third day. The Airbus shares are still a basic investment in the aviation sector, emphasized the Berneck authors.
Paris (dpa-Afx) / Dow Jones