Airbus Supply Chain Risk Warning as Conflict Escalates
Can Airbus turn a conflict‑exposed backlog and fragile supply chain into an advantage over Boeing, or is fresh downside risk building? Maik Kemper Editor in Chief Conclusion With…
Airbus SE, together with its subsidiaries, engages in the design, manufacture, and delivery of aeronautics and aerospace products, services, and solutions worldwide. It operates through three segments: Airbus, Airbus Helicopters, and Airbus Defence and Space. The Airbus segment develops, manufactures, markets, and sells commercial jet passenger aircraft, freighter aircraft, regional turboprop aircraft, and aircraft components, as well as provides aircraft conversion and related services. The Airbus Helicopters segment develops, manufactures, markets, and sells civil and military helicopters; and provides uncrewed aerial systems and their related services. The Airbus Defence and…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $12.65B | -6.6% | $586.0M | $0.74 | -26.7% | 12.3% | 1.5% |
| Q4 2025 Dec 2025 | $25.98B | +5.1% | $2.58B | — | — | 14.6% | 7.9% |
| Q3 2025 Sep 2025 | $17.83B | — | $1.12B | — | — | 16.4% | 9.2% |
| Q2 2025 Jun 2025 | $16.07B | — | $732.0M | $0.93 | — | 14.8% | 6.2% |
| Q1 2025 Mar 2025 | $13.54B | — | $793.0M | $1.01 | — | 13.9% | 4.0% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Can Airbus turn a conflict‑exposed backlog and fragile supply chain into an advantage over Boeing, or is fresh downside risk building? Maik Kemper Editor in Chief Conclusion With…