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Safran SA Earnings Calls
| Release date | Feb 13, 2026 |
| EPS estimate | $5.09 |
| EPS actual | $4.46 |
| EPS Surprise | -12.38% |
| Revenue estimate | 19.659B |
| Revenue actual | 19.45B |
| Revenue Surprise | -1.06% |
| Release date | Jul 31, 2025 |
| EPS estimate | $4.49 |
| EPS actual | $14.21 |
| EPS Surprise | 216.48% |
| Revenue estimate | 17.386B |
| Revenue actual | 17.503B |
| Revenue Surprise | 0.673% |
| Release date | May 23, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Feb 14, 2025 |
| EPS estimate | $3.56 |
| EPS actual | -$1.71 |
| EPS Surprise | -148.10% |
| Revenue estimate | 14.703B |
| Revenue actual | 14.936B |
| Revenue Surprise | 1.59% |
Last 4 Quarters for Safran SA
Below you can see how SAFRF 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 | Feb 14, 2025 |
| Price on release | $256.26 |
| EPS estimate | $3.56 |
| EPS actual | -$1.71 |
| EPS surprise | -148.10% |
| Date | Price |
|---|---|
| Feb 10, 2025 | $253.03 |
| Feb 11, 2025 | $255.82 |
| Feb 12, 2025 | $256.73 |
| Feb 13, 2025 | $258.37 |
| Feb 14, 2025 | $256.26 |
| Feb 18, 2025 | $262.31 |
| Feb 19, 2025 | $262.71 |
| Feb 20, 2025 | $259.43 |
| Feb 21, 2025 | $253.64 |
| 4 days before | 1.28% |
| 4 days after | -1.02% |
| On release day | 2.36% |
| Change in period | 0.241% |
| Release date | May 23, 2025 |
| Price on release | $290.00 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| May 19, 2025 | $290.99 |
| May 20, 2025 | $294.65 |
| May 21, 2025 | $291.71 |
| May 22, 2025 | $291.71 |
| May 23, 2025 | $290.00 |
| May 27, 2025 | $290.00 |
| May 28, 2025 | $296.00 |
| May 29, 2025 | $293.00 |
| May 30, 2025 | $293.00 |
| 4 days before | -0.341% |
| 4 days after | 1.03% |
| On release day | 0% |
| Change in period | 0.690% |
| Release date | Jul 31, 2025 |
| Price on release | $327.60 |
| EPS estimate | $4.49 |
| EPS actual | $14.21 |
| EPS surprise | 216.48% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $325.73 |
| Jul 28, 2025 | $320.70 |
| Jul 29, 2025 | $319.55 |
| Jul 30, 2025 | $324.06 |
| Jul 31, 2025 | $327.60 |
| Aug 01, 2025 | $328.08 |
| Aug 04, 2025 | $330.95 |
| Aug 05, 2025 | $334.40 |
| Aug 06, 2025 | $340.37 |
| 4 days before | 0.575% |
| 4 days after | 3.90% |
| On release day | 0.147% |
| Change in period | 4.50% |
| Release date | Feb 13, 2026 |
| Price on release | $393.94 |
| EPS estimate | $5.09 |
| EPS actual | $4.46 |
| EPS surprise | -12.38% |
| Date | Price |
|---|---|
| Feb 09, 2026 | $372.33 |
| Feb 10, 2026 | $367.62 |
| Feb 11, 2026 | $364.00 |
| Feb 12, 2026 | $368.74 |
| Feb 13, 2026 | $393.94 |
| Feb 17, 2026 | $402.89 |
| Feb 18, 2026 | $398.95 |
| Feb 19, 2026 | $405.26 |
| Feb 20, 2026 | $411.34 |
| 4 days before | 5.81% |
| 4 days after | 4.41% |
| On release day | 2.27% |
| Change in period | 10.48% |
Safran SA Earnings Call Transcript Summary of Q4 2025
Key points for investors:
- Strong 2025 performance: Safran reported record results across metrics with revenue of EUR 31.3bn (organic +14.8%), recurring operating income of EUR 5.2bn, operating margin of 16.6% (up 150 bps) and free cash flow of EUR 3.9bn (+23%). Net cash remains positive (~0.3x EBITDA).
- LEAP ramp and aftermarket strength: Delivered a record 1,802 LEAP engines in 2025 (up 28% YoY) and continued aftermarket outperformance (spare parts +18%, services +21% in Propulsion). Safran is investing in global LEAP OE and MRO capacity (new assembly/MRO lines in Morocco, India, Mexico, etc.) to support further ramp-up.
- 2026 guidance and 2028 upgrade: 2026 outlook: revenue up low- to mid-teens, recurring operating income EUR 6.1–6.2bn, free cash flow EUR 4.4–4.6bn (including an estimated EUR 470m French surtax). 2028 targets were raised: group revenue CAGR ~10% (2024–28), Propulsion margin target raised to 22–24%, Equipment & Defense mid-teens, Aircraft Interiors high single-digit; incremental EUR 1bn uplift to 2028 EBIT vs prior plan.
- Aftermarket and CFM56 visibility: CFM56 shop visits revised up to a plateau ~2,300–2,400 pa through 2028 (more than 750 additional shop visits vs prior CMD assumptions). LEAP external shop visits expected to grow (from ~15% in 2025 to ~30% by 2030).
- Defense momentum and portfolio actions: Defense & Space strong (defense electronics order intake book-to-bill of 1.6), multiple export and JV wins (e.g., Rafale export, HAMMER JV in India). Portfolio pruning continues: sale of Safran Passenger Innovations closed; further divestments (including JV stake in EasyAir/Embraer) expected in 2026.
- Capital allocation and balance sheet: Proposed dividend EUR 3.35/share (up 16%). Executing a EUR 5bn buyback program (partial execution in 2025; further tranches in 2026). 2025 inorganic spend included Collins actuation/flight controls acquisition; continued M&A discipline.
- FX and hedging: CFO reconfirmed a $1.12 hedge rate target for 2026, increased 2026 exposure to ~$16bn and $17bn from 2027; early hedges for 2029 targeting $1.12–1.14 given current markets.
- Industrial investments and resiliency: Approved ~EUR 1.4bn of industrial investment in 2025 to expand capacity (engines, MRO, defense production). Safran is also investing in forging/casting and supply-chain resiliency (including rare earths contingency).
