Stock Markets June 11, 2026 03:38 AM

Figeac Aéro Posts Record Sales and EBITDA, Keeps Deleveraging on Track

Company delivers fifth straight year of targets met, raises guidance and outlines post-PILOT 28 strategic priorities

By Hana Yamamoto
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Figeac Aéro reported record revenue of €486.8 million and current EBITDA of €78.6 million for the 2025/26 year ended March 31, 2026, meeting all its financial targets for the fifth consecutive year. Organic revenue grew 15.8%, current EBITDA rose 13.1%, and free cash flow of €36.0 million fell within the company's target range. Net debt decreased, backlog expanded, and management set multi-year financial targets while highlighting strategic investments following the PILOT 28 plan.

Figeac Aéro Posts Record Sales and EBITDA, Keeps Deleveraging on Track
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Key Points

  • Record revenue of €486.8 million and current EBITDA of €78.6 million for 2025/26; organic revenue up 15.8% and EBITDA up 13.1%.
  • Free cash flow of €36.0 million within target range; net debt reduced to €263.4 million and leverage at 3.4x.
  • Backlog at €4.8 billion; management set guidance for 2026/27 and 2027/28 and identified post-PILOT 28 strategic investments in surface treatment, defense capacity, and value chain integration.

Figeac Aéro announced results for its 2025/26 financial year ended March 31, 2026, reporting that it achieved all of the financial objectives it set and recorded a company-high in revenue. Total revenue reached €486.8 million while current EBITDA amounted to €78.6 million.

The group reported organic revenue growth of 15.8% versus the previous year. Current EBITDA improved by 13.1% year-on-year, and the EBITDA margin held steady at 16.1% despite several operational headwinds, including currency pressures and a fire at its Aulnat facility.

Free cash flow for the year came in at €36.0 million, essentially matching the prior year’s record level and sitting inside the company’s stated free cash flow target range of €35 million to €40 million. The result extended the company’s run of consecutive quarterly revenue increases to 20 quarters.

On the balance sheet, net debt declined to €263.4 million from €274.0 million reported at the end of the first half of the year, moving the group’s leverage ratio to 3.4x and aligning with management’s deleveraging objective. Shareholders’ equity increased to €86.2 million, up from €73.6 million at the close of the previous financial year.

By division, Aerostructures & Aeroengines delivered current EBITDA of €76.3 million, an increase from €66.0 million the year before. The Defense & Energy division generated €2.3 million of current EBITDA, down from €3.5 million, reflecting delays in hydro and nuclear projects that weighed on performance in that segment.

Current operating income rose 25.5% to €28.3 million, enlarging the operating margin to 5.8% from 5.2% in the prior year. Net profit for the year was €0.5 million compared with €3.6 million in the previous year.

Figeac Aéro reported a backlog of €4.8 billion at March 31, 2026, representing a 3.6% increase relative to the December 31, 2025 level. Since launching its PILOT 28 strategic plan in January 2024, the company said it has signed 31 new contracts that amount to nearly €47 million of annual revenue.

Management has begun to outline priorities for the period after PILOT 28 concludes. The company said it has identified strategic initiatives intended to strengthen competitive positioning, citing specific areas for investment that include surface treatment capabilities, expanded defense capacity, and further integration along the value chain.

Looking ahead, Figeac Aéro provided guidance for the coming years. For the 2026/27 financial year the company expects revenue between €530 million and €560 million and current EBITDA in the range of €86 million to €94 million. Free cash flow is forecast at €35 million to €40 million, with a projected leverage ratio between 2.6x and 3.1x.

For 2027/28, management projects revenue and current EBITDA to exceed €600 million and €100 million respectively, alongside anticipated free cash flow of €50 million to €60 million and a leverage ratio between 2.0x and 2.5x.

The company also commented on geopolitical and market context. It reported that the conflict in the Middle East has had minimal impact on aerospace markets so far. Air traffic data through April 2026 showed passenger traffic up 2.1% and freight traffic up 3.6%. Net aircraft orders year-to-date reached 1,053, significantly above the 715 orders recorded in the same period a year earlier.


Takeaways

  • Figeac Aéro achieved record revenue (€486.8 million) and current EBITDA (€78.6 million) for the 2025/26 year while maintaining an EBITDA margin of 16.1%.
  • Free cash flow of €36.0 million was within the company’s target range, net debt fell to €263.4 million, and shareholders’ equity rose to €86.2 million.
  • Management issued multi-year guidance and identified post-PILOT 28 investments focused on surface treatment, defense, and value chain integration.

Contextual notes and sector impact

  • The results and guidance directly affect the aerospace supply chain, as well as related defense and energy market segments exposed to hydro and nuclear activity.
  • Performance metrics such as free cash flow and leverage will be watched by creditors and capital markets given the company’s stated deleveraging objectives.

Risks

  • Currency headwinds and the fire at the Aulnat facility evidenced operational and market risks that pressured margins and required mitigation.
  • Delays in hydro and nuclear projects weighed on the Defense & Energy division, demonstrating exposure to project timing in energy sectors.
  • Geopolitical tensions in the Middle East are noted; while impact has been minimal to date, the company highlighted the situation as a present market consideration.

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