
MTU Aero Engines AG (MTUAY) Q4 2025 Earnings Call Transcript
MTU Aero Engines AG (MTUAY) Q4 2025 Earnings Call Transcript
Loading news...

MTU Aero Engines AG (MTUAY) Q4 2025 Earnings Call Transcript

The aircraft-engine manufacturer forecasts higher revenue this year with particularly strong gains in its commercial series business.

MTU Aero Engines forecast 2026 revenue and profit above analyst expectations on Tuesday, betting on sustained high demand for its engine maintenance services as issues with Pratt & Whitney's GTF engines are expected to keep shop visits more frequent.

MTU Aero Engines AG remains a Strong Buy, with a base case price target of $544.25 and significant undervaluation versus aerospace peers. Despite recent underperformance, MTUAF's improved EBITDA and free cash flow CAGRs, plus a net cash position, highlight robust fundamentals and upside potential. MTUAF's diversified commercial and military engine portfolio underpins growth, with OEM sales driving high-margin aftermarket opportunities.

MTU Aero Engines is upgraded to a "Strong Buy" with a $534 price target, reflecting 19% upside potential. MTUAY benefits from exposure to major commercial, military, and industrial engine platforms, driving robust sales and margin expansion. 2025 guidance calls for 18% sales growth, strong EBIT and free cash flow increases, and continued margin improvement despite GTF-related pressures.

MTU Aero Engines AG (OTCPK:MTUAY) Q3 2025 Earnings Call October 23, 2025 5:00 AM EDT Company Participants Thomas Franz - Vice President of Investor Relations Johannes Bussmann - CEO & Chairman of the Executive Board Katja Garcia Vila - CFO, Chief Information Officer & Member of the Executive Board Conference Call Participants Chloe Lemarie - Jefferies LLC, Research Division David Perry - JPMorgan Chase & Co, Research Division Ian Douglas-Pennant - UBS Investment Bank, Research Division Robert Stallard - Vertical Research Partners, LLC Ross Law - Morgan Stanley, Research Division Samuel Burgess - Goldman Sachs Group, Inc., Research Division Christophe Menard - Deutsche Bank AG, Research Division George Mcwhirter - Joh. Berenberg, Gossler & Co. KG, Research Division Rory Smith - Oxcap Analytics Limited Olivier Brochet - Rothschild & Co Redburn, Research Division Presentation Operator Welcome to the conference call on MTU Aero Engines AG Q3 2025 Results.

MTU Aero Engines reported a third-quarter adjusted operating profit that beat market expectations on Thursday, as revenue growth in its commercial engine business and commercial maintenance helped cushion the impact of U.S. tariffs.

I maintain a 'Hold' rating on MTU Aero Engines, as current valuation and low yield present a sub-par risk/reward profile despite strong recent growth. MTU's premium valuation is driven by perceived military exposure, but its fundamentals are primarily civilian and aftermarket, limiting sustainable upside. Exceptional revenue and EBIT growth are offset by a volatile dividend, historical earnings misses, and a declining order book, raising caution.

MTU Aero Engines AG (OTCPK:MTUAF) Q2 2025 Earnings Conference Call July 24, 2025 5:00 AM ET Company Participants Katja Garcia Vila - CFO, Chief Information Officer & Member of the Executive Board Lars Wagner - CEO, Chief Sustainability Officer & Member of Executive Board Thomas Franz - Vice President of Investor Relations Conference Call Participants Aymeric Poulain - Kepler Cheuvreux, Research Division Benjamin Michael Heelan - BofA Securities, Research Division Chloe Lemarie - Jefferies LLC, Research Division Christophe Menard - Deutsche Bank AG, Research Division David Howard Perry - JPMorgan Chase & Co, Research Division Milene Kerner - Barclays Bank PLC, Research Division Robert Alan Stallard - Vertical Research Partners, LLC Ross Law - Morgan Stanley, Research Division Operator Welcome to the conference call on the MTU Aero Engines First Half Year Results 2025. For your information, the management presentation, including the question-and-answer session will be audio taped and streamed live and made available on demand on the Internet.

German engine manufacturer MTU Aero Engines reported a 41% rise in second quarter operating profit on Thursday, beating market estimates, driven by strong sales in its spare parts and commercial maintenance businesses.

George Tsilis looks abroad at a German-based aerospace stock: MTU Aero Engines (MTUAY). The company has a storied past, dating all the way back to WWI, but shares hit all-time highs this week.

MTU Aero Engines AG (OTCPK:MTUAF) Q1 2025 Earnings Conference Call May 6, 2025 5:00 AM ET Company Participants Thomas Franz - Vice President of Investor Relations Lars Wagner - Chief Executive Officer Peter Kameritsch - Chief Financial Officer Conference Call Participants Chloe Lemarie - Jefferies Benjamin Heelan - Bank of America Ross Law - Morgan Stanley Christophe Menard - Deutsche Bank David Perry - JPMorgan Sash Tusa - Agency Partners Milene Kerner - Barclays Ian Douglas-Pennant - UBS Thomas Franz Good morning, ladies and gentlemen. Welcome to MTU's Q1 2025 Results Call.

German engine manufacturer MTU Aero Engines' shares rose on Tuesday, rebounding after previous losses as quarterly earnings beat market expectations, with analysts saying the impact from U.S. tariffs is largely factored into the stock.

The group said that it is maintaining its guidance for its earnings and free cash flow after reporting better-than-expected figures for the first quarter.

MTU Aero Engines AG (OTCPK:MTUAF) Preliminary Full Year Results 2024 Earnings Conference Call February 19, 2025 6:00 AM ET Company Participants Thomas Franz – Vice President, Investor Relations Lars Wagner – Chief Executive Officer Peter Kameritsch – Chief Financial Officer Conference Call Participants David Perry – JPMorgan Ian Douglas-Pennant – UBS Robert Stallard – Vertical Research Chloe Lemarie – Jefferies Ben Heelan – Bank of America Christophe Menard – Deutsche Bank Thomas Franz Good morning, ladies and gentlemen. Welcome to our Conference Call for MTU's Preliminary Full Year Results 2024.

German engine manufacturer MTU Aero Engines raised its revenue guidance for 2025 on Wednesday, based on a lower assumed exchange rate of the euro versus the U.S. dollar.

German engine manufacturer MTU Aero Engines named Johannes Bussmann on Tuesday to replace CEO Lars Wagner when his term ends on Dec. 31, 2025.

MTU Aero Engines AG (OTCPK:MTUAF) Capital Market Update - Outlook 2025 Call November 29, 2024 5:00 AM ET Company Participants Thomas Franz - Vice President-Investor Relations Lars Wagner - Chief Executive Officer Peter Kameritsch - Chief Financial Officer Conference Call Participants Robert Stallard - Vertical Research Phil Buller - Berenberg Ian Douglas-Pennant - UBS George Zhao - Bernstein Christophe Menard - Deutsche Bank Aymeric Poulain - Kepler Cheuvreux Tristan Sanson - BNP Paribas David Perry - JPMorgan Operator Welcome to the conference call on MTU Aero Engines Outlook 2025. For your information the management presentation, including the Q&A session, will be audiotaped and streamed live or made available on demand on the Internet.

German engine manufacturer MTU Aero Engines sees further revenue growth in 2025, it said in a statement on Friday.

MTU Aero Engines has shown significant growth in revenues and earnings despite aerospace supply chain challenges, positioning it well for long-term value creation. The stock has outperformed since October 2023, with an 86% return, driven by strong MRO demand and military sales. Adjusted EBIT is expected to exceed €1bn for 2023, implying at least a 13.5% margin, reflecting strong year-to-date performance.