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FinanceAirbus SE holds business update in London, discusses outlook across key segments
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Airbus SE held a business update event on July 21, 2026, in London, led by Head of Investor Relations Jean-Christophe Henoux. The event featured top management including CEO Guillaume Faury, CFO Thomas Toepfer, and CEOs of key business units. They discussed business updates and outlook across Airbus's key segments, including commercial aircraft, defense, and space. The presentation was broadcast live, with participants from major financial institutions such as JPMorgan, Morgan Stanley, and Goldman Sachs. The transcript covers opening remarks and safety instructions, setting the stage for detailed segment discussions. The update reflects Airbus's ongoing strategy and performance in the aerospace industry.
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Airbus SE (EADSY) Business Update 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, 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. A very warm welcome to the 2026 Airbus Business Update. It is 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 being broadcast live. Good morning to participants connected from the U.S., and good afternoon or good evening to everyone joining from around the world.
Before we begin, let me go through a few practicalities, starting with safety first. We spoke with hotel management earlier today, and there is no fire alarm test scheduled. However, if you hear the fire alarm, please follow the staff towards the nearest exit and assemble outside the hotel in front of the main entrance.
I also kindly ask you to be mindful of the cameras if you move around during the session, as the event is being broadcast. During the presentation, and also during the...
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Airbus SE Business Update and Outlook Across Key Segments