France · Delayed Price · Currency is EUR Dassault Aviation société anonyme Earnings Call Transcripts
Fiscal Year 2025
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Record backlog and strong export orders drove revenue and net income higher, with robust military and civil demand. Strategic investments in production, digitalization, and AI, plus new contracts in India and the UAE, position the company for continued growth despite geopolitical and partnership uncertainties.
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Order intake surged 57% to €8.1B, with strong Rafale exports and a 12% rise in sales. Net income fell to €386M due to higher taxes and a lower margin from new Falcon deliveries. Guidance for €6.5B sales and 65 aircraft deliveries in 2025 is maintained.
Fiscal Year 2024
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2024 saw record sales, a €43.2B backlog, and €1B net income, driven by strong Rafale exports and Falcon ramp-up. Guidance for 2025 is €6.5B sales, with risks from supply chain issues and potential US tariffs.
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Ongoing political and supply chain uncertainties are impacting operations, but a strong order backlog, modernization of facilities, and strategic investments support continued growth. Optimism remains for meeting delivery targets and expanding sales, especially with new Falcon models.