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DASSAULT AVIATION Earnings Calls
| Release date | Mar 04, 2026 |
| EPS estimate | $9.37 |
| EPS actual | $10.17 |
| EPS Surprise | 8.54% |
| Revenue estimate | 4.989B |
| Revenue actual | 5.37B |
| Revenue Surprise | 7.65% |
| Release date | Jul 22, 2025 |
| EPS estimate | $7.76 |
| EPS actual | $2.52 |
| EPS Surprise | -67.53% |
| Revenue estimate | 3.414B |
| Revenue actual | 1.727B |
| Revenue Surprise | -49.43% |
| Release date | May 16, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Mar 04, 2025 |
| EPS estimate | $7.62 |
| EPS actual | $5.91 |
| EPS Surprise | -22.44% |
| Revenue estimate | 3.448B |
| Revenue actual | 3.762B |
| Revenue Surprise | 9.13% |
Last 4 Quarters for DASSAULT AVIATION
Below you can see how DUAVF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Mar 04, 2025 |
| Price on release | $309.24 |
| EPS estimate | $7.62 |
| EPS actual | $5.91 |
| EPS surprise | -22.44% |
| Date | Price |
|---|---|
| Feb 26, 2025 | $255.30 |
| Feb 27, 2025 | $267.70 |
| Feb 28, 2025 | $263.63 |
| Mar 03, 2025 | $311.20 |
| Mar 04, 2025 | $309.24 |
| Mar 05, 2025 | $310.00 |
| Mar 06, 2025 | $326.00 |
| Mar 07, 2025 | $324.04 |
| Mar 10, 2025 | $307.00 |
| 4 days before | 21.13% |
| 4 days after | -0.724% |
| On release day | 0.246% |
| Change in period | 20.25% |
| Release date | May 16, 2025 |
| Price on release | $344.94 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| May 12, 2025 | $330.04 |
| May 13, 2025 | $330.75 |
| May 14, 2025 | $339.35 |
| May 15, 2025 | $331.25 |
| May 16, 2025 | $344.94 |
| May 19, 2025 | $344.88 |
| May 20, 2025 | $346.44 |
| May 21, 2025 | $356.00 |
| May 22, 2025 | $350.00 |
| 4 days before | 4.51% |
| 4 days after | 1.47% |
| On release day | -0.0188% |
| Change in period | 6.05% |
| Release date | Jul 22, 2025 |
| Price on release | $327.50 |
| EPS estimate | $7.76 |
| EPS actual | $2.52 |
| EPS surprise | -67.53% |
| Date | Price |
|---|---|
| Jul 16, 2025 | $341.93 |
| Jul 17, 2025 | $338.80 |
| Jul 18, 2025 | $360.34 |
| Jul 21, 2025 | $342.53 |
| Jul 22, 2025 | $327.50 |
| Jul 23, 2025 | $323.00 |
| Jul 24, 2025 | $317.01 |
| Jul 25, 2025 | $306.02 |
| Jul 28, 2025 | $311.80 |
| 4 days before | -4.22% |
| 4 days after | -4.79% |
| On release day | -1.37% |
| Change in period | -8.81% |
| Release date | Mar 04, 2026 |
| Price on release | $407.96 |
| EPS estimate | $9.37 |
| EPS actual | $10.17 |
| EPS surprise | 8.54% |
| Date | Price |
|---|---|
| Feb 26, 2026 | $412.00 |
| Feb 27, 2026 | $395.11 |
| Mar 02, 2026 | $415.25 |
| Mar 03, 2026 | $378.38 |
| Mar 04, 2026 | $407.96 |
| Mar 05, 2026 | $368.95 |
| Mar 06, 2026 | $369.35 |
| Mar 09, 2026 | $391.33 |
| Mar 10, 2026 | $386.90 |
| 4 days before | -0.98% |
| 4 days after | -5.16% |
| On release day | -9.56% |
| Change in period | -6.09% |
DASSAULT AVIATION Earnings Call Transcript Summary of Q4 2025
Key investor takeaways:
- Strong commercial and defense backlog: backlog at a historic high of EUR 46.6 billion (including 533 Rafale ordered, 323 for export) with 220 Rafales remaining to deliver as of 1 Jan 2026. Dassault reported net sales of EUR 7.5 billion and new orders of ~EUR 10.9 billion.
- 2026 guidance: management expects net sales around EUR 8.5 billion, driven by planned deliveries of ~40 Falcon business jets and ~28 Rafale combat aircraft.
- India opportunity: Government-to-government negotiations opened for up to 114 additional Rafale (Make in India focus); a 26 Rafale M contract for the Indian Navy has been signed and entered into force; initial local fuselage production in India targeted from 2028 under agreements with Tata Advanced Systems.
- FCAS program risk: Dassault flags material governance/partnering issues on the Future Combat Air System (FCAS). Management warns the program’s progress depends on cooperation with Airbus/German partners and that Airbus’ unwillingness to work with Dassault risks delaying or jeopardizing the program.
- Civil business and manufacturing expansion: Falcon family activity continues (6X/10X development), new Cergy production site inaugurated, new MRO hangar in Florida opened to strengthen Americas service footprint. Falcon deliveries were below prior guidance in 2025 but management expects to meet 40 deliveries target.
- Financial/returns highlights: free cash increased (about EUR 3 billion cash cited), EPS EUR 13.60, self-funded R&D ~5.2% (group level), Board proposed dividend EUR 4.78/share (payout ~35%, pending AGM). Share buybacks and family ownership remain majority (>2/3).
- Operational priorities: scale up deliveries, meet development milestones (Rafale F4-3, start F5 roadmap), support Make in India commitments, progress embedded AI and digital initiatives, keep developing space demonstrator (VORTEX) and combat drone demonstrators.
- Key risks noted by management: geopolitical conflict spillovers (Middle East, Ukraine) could affect industry demand and supply, ammunition/munitions supply constraints, potential tariff/competitiveness headwinds from taxes and U.S. trade/tariff dynamics, and program governance uncertainty on FCAS.
