[CLSTR]
< Back to situations

We’ll email you as it develops, and you can follow the whole thread from day one.

[SITUATION] · [ACTIVE]

3 clusters · 42 sources · 4 days · First seen · Last updated

Categories: BUSINESS

European defense firms earnings 2026 (Q2 update)

Entities: Rafale · Dassault Aviation · Éric Trappier · Falcon 10X

Overview

Dassault Aviation’s first‑half 2026 results reinforced its strong performance, with revenue of €4.16 billion and an adjusted operating profit of €330 million, delivering twelve Rafale fighters—two to the French Air Force and ten to export customers. The company now targets delivery of another sixteen Rafales in the second half, aiming for a total of 28 aircraft for the year. Its order portfolio has expanded to 208 Rafales and 83 Falcon business jets, valued at €45.4 billion, and revenue for the full year is projected around €8.5 billion.

A July intergovernmental agreement secured a purchase of sixteen Rafale jets for Ukraine, while negotiations continue with India on a potential 114‑aircraft contract and Iraq has shown interest. Dassault also integrated new 68 mm guided missiles on the Rafale, enhancing its capability against long‑range threats and drones. The Falcon 10X programme faces a certification delay to 2029 due to supply‑chain and regulatory challenges.

Indra reported first‑half 2026 revenue of €3.179 billion, with net profit of €219 million and EBITDA of €456 million. Its defence division generated €973 million in revenue, driven by new Eurofighter and radar contracts, and the order backlog rose to €20.5 billion. The company’s shares rose roughly 7 % after the results.

Timeline

  1. 3 days ago

    [BUSINESS] 2 sources
    Dassault Aviation posts strong H1 2026 results and Rafale deliveries

    Dassault Aviation posted strong H1 2026 results, delivering 12 Rafale jets, expanding its order book to 208 Rafales and 83 Falcons, while delaying the Falcon 10X to 2029 and signing a 16‑aircraft deal with Ukr

  2. 6 days ago

    [BUSINESS] 2 sources
    Dassault Aviation reports €4.16 bn revenue and 83% profit jump in H1 2026

    Dassault Aviation's H1 2026 revenue hit €4.16 bn, up 46%, with operating profit rising 83% to €330 m. Rafale and Falcon deliveries increased, while the order book fell after a base‑effect adjustment.

  3. 6 days ago

    [BUSINESS] 38 sources
    Indra posts 30% revenue rise and modest profit gain in H1 2026

    Indra posted €3.179 bn revenue (+30%) and €219 m net profit (+2%) in H1 2026, with EBITDA up 72% and a €20.5 bn order backlog; defence sales surged and the stock rose ~7%.

Sources

abcbourse.com · anzyk.hu · cantabriaeconomica.com · capital.es · cronicadecantabria.com · deia.eus · diariodealmeria.es · diariofinanciero.com · digitalsevilla.com · economiafinanzas.com · elcorreoweb.es · elplural.com · enerzine.com · europasur.es · expansion.com · fundingmining.com · it-boltwise.de · kalikho.com · lacronicabadajoz.com · lacronicadebadajoz.elperiodicoextremadura.com · laopinioncoruna.es · larazon.es · lasemainedansleboulonnais.fr · latinapress.it · lesinguliersete.fr · letemps.ch · levante-emv.com · lfm.ch · marcelrizzo.blogosfera.uol.com.br · merca2.es · negocios.com · oceanscapes.com · ocio.diariodemallorca.es · ocio.diarioinformacion.com · ocio.farodevigo.es · okdiario.com · ordenderegistro.com · pilootenvliegtuig.nl · sapo.pt · seekingalpha.com · startup.mandiner.hu · unicanal.com.py