Airbus SE (EADSY) Discusses Business Updates and Outlook Across Key Segments Transcript
Airbus SE (EADSY) Discusses Business Updates and Outlook Across Key Segments July 21, 2026 12:30 PM EDT
Company Participants
Jean-Christophe Henoux – Head of Investor Relations & Financial Communication
Guillaume Faury – CEO & Executive Director
Thomas Toepfer – Chief Financial Officer
Lars Wagner – Chief Executive Officer of Commercial Aircraft business Airbus
Michael Schoellhorn – Chief Executive Officer
Matthieu Louvot – Chief Executive Officer
Conference Call Participants
David Perry – JPMorgan Chase & Co, Research Division
Ross Law – Morgan Stanley, Research Division
Douglas Harned – Bernstein Institutional Services LLC, Research Division
Samuel Burgess – Goldman Sachs Group, Inc., Research Division
Kenneth Herbert – RBC Capital Markets, Research Division
Ian Douglas-Pennant – UBS Investment Bank, Research Division
Chloe Lemarie – Jefferies LLC, Research Division
Sash Tusa – Agency Partners LLP
Charles Armitage – Citigroup Inc., Research Division
Herve Drouet – CIC CIB, Research Division
Presentation
Jean-Christophe Henoux
Head of Investor Relations & Financial Communication
Good afternoon, ladies and gentlemen. Very warm welcome to the 2026 Airbus Business Update. It’s fantastic to see so many familiar faces in the room. On behalf of Airbus top management, we are delighted to host you today in London. This event is also broadcasted live. So good morning to the participants connected from the U.S. Good afternoon or good evening to all of us from around the world.
Before we start, let me go through a few practicalities and starting with safety first. We’ve talked to the hotel management earlier today, and there is no fire alarm test scheduled. So if you hear the fire alarm, please follow the staff towards the nearest exit and let’s assemble outside of the hotel in front of the main entrance.
I also kindly ask you to pay attention to the camera in case you walk around during the session because the event again is broadcasted. During the presentation, but also during the
