Safran SA Earnings Calls
| Release date | Feb 13, 2026 |
| EPS estimate | $1.27 |
| EPS actual | $1.10 |
| EPS Surprise | -13.39% |
| Revenue estimate | 19.543B |
| Revenue actual | 19.401B |
| Revenue Surprise | -0.727% |
| Release date | Jul 31, 2025 |
| EPS estimate | $1.12 |
| EPS actual | $3.55 |
| EPS Surprise | 216.96% |
| Revenue estimate | 17.291B |
| Revenue actual | 17.503B |
| Revenue Surprise | 1.22% |
| Release date | May 23, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Feb 14, 2025 |
| EPS estimate | $0.89 |
| EPS actual | -$1.71 |
| EPS Surprise | -292.85% |
| Revenue estimate | 14.656B |
| Revenue actual | 14.936B |
| Revenue Surprise | 1.91% |
Last 4 Quarters for Safran SA
Below you can see how SAFRY 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 | $64.30 |
| EPS estimate | $0.89 |
| EPS actual | -$1.71 |
| EPS surprise | -292.85% |
| Date | Price |
|---|---|
| Feb 10, 2025 | $63.21 |
| Feb 11, 2025 | $63.28 |
| Feb 12, 2025 | $64.15 |
| Feb 13, 2025 | $63.85 |
| Feb 14, 2025 | $64.30 |
| Feb 18, 2025 | $65.46 |
| Feb 19, 2025 | $65.44 |
| Feb 20, 2025 | $65.27 |
| Feb 21, 2025 | $63.61 |
| 4 days before | 1.72% |
| 4 days after | -1.07% |
| On release day | 1.85% |
| Change in period | 0.633% |
| Release date | May 23, 2025 |
| Price on release | $72.60 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| May 19, 2025 | $72.94 |
| May 20, 2025 | $73.81 |
| May 21, 2025 | $73.00 |
| May 22, 2025 | $73.82 |
| May 23, 2025 | $72.60 |
| May 27, 2025 | $74.73 |
| May 28, 2025 | $73.48 |
| May 29, 2025 | $73.80 |
| May 30, 2025 | $73.54 |
| 4 days before | -0.466% |
| 4 days after | 1.29% |
| On release day | 2.86% |
| Change in period | 0.82% |
| Release date | Jul 31, 2025 |
| Price on release | $82.42 |
| EPS estimate | $1.12 |
| EPS actual | $3.55 |
| EPS surprise | 216.96% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $81.80 |
| Jul 28, 2025 | $79.83 |
| Jul 29, 2025 | $81.10 |
| Jul 30, 2025 | $79.95 |
| Jul 31, 2025 | $82.42 |
| Aug 01, 2025 | $81.21 |
| Aug 04, 2025 | $83.17 |
| Aug 05, 2025 | $83.33 |
| Aug 06, 2025 | $84.33 |
| 4 days before | 0.758% |
| 4 days after | 2.32% |
| On release day | -1.47% |
| Change in period | 3.09% |
| Release date | Feb 13, 2026 |
| Price on release | $99.21 |
| EPS estimate | $1.27 |
| EPS actual | $1.10 |
| EPS surprise | -13.39% |
| Date | Price |
|---|---|
| Feb 09, 2026 | $93.80 |
| Feb 10, 2026 | $91.55 |
| Feb 11, 2026 | $90.59 |
| Feb 12, 2026 | $91.81 |
| Feb 13, 2026 | $99.21 |
| Feb 17, 2026 | $99.69 |
| Feb 18, 2026 | $100.73 |
| Feb 19, 2026 | $100.91 |
| Feb 20, 2026 | $102.14 |
| 4 days before | 5.77% |
| 4 days after | 2.95% |
| On release day | 0.484% |
| Change in period | 8.89% |
Safran SA Earnings Call Transcript Summary of Q4 2025
Key points for investors: Safran delivered an excellent 2025 with revenue of EUR 31.3bn (organic +14.8%), record LEAP engine deliveries (1,802, +28%) and very strong aftermarket performance (services +18%, spare parts +18%). Recurring operating income rose to EUR 5.2bn (operating margin 16.6%), free cash flow was EUR 3.9bn (up 23%) and net cash remained positive (~0.3x EBITDA). Defense & Space and Equipment & Defense showed robust order intake and production ramp-ups (notably guided munitions, missile propulsion, M88 acceleration and record defense electronics book-to-bill ~1.6). Management proposed a EUR 3.35 dividend (+16%) and continued share buybacks (EUR 5bn program, part executed). 2026 outlook: revenue guidance up low- to mid-teens, recurring operating income EUR 6.1–6.2bn and free cash flow EUR 4.4–4.6bn (including estimated French surtax ~EUR 470m). Management reiterated confidence in the LEAP ramp (further +15% in 2026, targeting ~2,600 by 2028), upgraded 2028 targets (group revenue CAGR ~10% 2024–2028 and +EUR 1bn EBIT vs prior target), and improved expected margin-at-completion for the LEAP RPFH portfolio (cumulative +7 points vs 2021). Key operational priorities are supporting OE ramp-up, expanding MRO footprint (Morocco, India, Mexico, France), executing portfolio pruning (divestment of non-core cabin assets), and maintaining FX hedging discipline (target $1.12 hedge rate for 2026). Risks/notes: FX volatility (dollar weakness in 2025 cost some hedges), tariff and French corporate surtax remain headwinds; margin recognition on LEAP RPFH contracts is phased (majority of profit recognized after 2030).
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