In 2025, Airbus Helicopters secured 1,020 gross orders, up nearly 20% year-over-year from 850 orders in 2024, driven by rising defence budgets across Europe. Deliveries climbed 12% to 470 units, compared with 420 units the previous year, as production bottlenecks eased. The division’s order backlog expanded to 2,800 helicopters, providing revenue visibility through 2027. Investors should note that military rotorcraft now account for 45% of bookings, versus 38% in 2024, underscoring Airbus’s strengthening position in Europe’s defence procurement cycles.

Airbus booked 1,000 gross commercial jet orders in 2025, translating to 889 net orders after cancellations and conversions, up 7.6% in unit terms and 14% by revenue value. The company met its revised delivery goal of 793 aircraft, yet fell short of the original target of 820, reflecting persistent supply-chain disruptions. Engine delays from Pratt & Whitney and CFM International contributed to the shortfall, particularly affecting A320 family shipments. While robust demand underscores long-term growth, investors should monitor quarterly delivery updates and potential margin impact from continued supplier challenges.

Airbus’s military market share strengthened in 2025, with defence orders rising 18% to 230 aircraft and systems compared with 195 in 2024. Key wins included a 50-unit order of C295 transport aircraft from NATO member states and a contract to supply 30 H215M helicopters to a southern European government. Defence and Space division revenue grew 9% to €12.1 billion, driven by accelerated programme funding and higher margin services contracts. This diversification into defence reduces Airbus’s exposure to cyclical commercial aviation and supports overall margin resilience.