Shares of Flanigan's Enterprises, Inc. (BDL) have lost 0.9% since the company reported its earnings for the quarter ended Dec. 27, 2025. This compares with the S&P 500 Index’s 1.7% decline over the same time frame. Over the past month, the stock slipped 0.2%, while the broader index fell 1.9%.BDL’s Earnings SnapshotFor the 13 weeks ended Dec. 27, 2025, total revenues rose 5.1% year over year to $52.6 million from $49.9 million in the prior-year period. Net income attributable to Flanigan’s surged to $0.9 mi ...

Core Insights - Airbus is currently experiencing significant challenges in its supply chain, which has resulted in a backlog of aircraft deliveries [1] Company Summary - The CEO of Airbus, Guillaume Faury, highlighted the ongoing supply chain issues that the company is facing [1]

Financial Performance - Revenue increased by 6% year-on-year, with operating profit rising by 29% to £310 million, driven by revenue growth and transformation benefits [4][8][29] - Free cash flow improved by £91 million compared to the previous year, primarily due to increased earnings and lower restructuring costs [4][22][25] - Earnings per share (EPS) grew by 30% to 15.1 pence, with an interim dividend proposed at 2.4 pence per share, a 20% increase [22][25] Business Line Performance - The engines division saw revenue growth of 11%, primarily from aftermarket sales, with operating profit increasing by 26% to £261 million and margins improving to 33.4% [10][14][18] - The structures division experienced a 3% revenue increase, with defense revenue up 10%, and operating profit grew by 32% to £63 million, with margins rising from 4.7% to 6.7% [15][18][29] Market Data - Aerospace and defense markets are structurally growing, with record order backlogs and expanding aftermarket opportunities, particularly in defense due to increased European and NATO spending commitments [2][34][36] - Flight hours are projected to grow at 6% in the coming years, driving aftermarket demand [35] Company Strategy and Industry Competition - The company is focused on leveraging its design-led positions in both civil and defense markets, with a strategy centered around existing platform growth, new target opportunities, and future flight technologies [40][41][42] - The structures division is positioned as the world's largest independent aerostructures business, while the engines division partners with leading OEMs, enhancing competitive positioning [42][44] Management Commentary on Operating Environment and Future Outlook - Management expressed confidence in achieving full-year guidance despite ongoing supply chain challenges and tariff disruptions, with a clear path to generating substantial cash flow in 2025 [33][56] - The company anticipates continued growth in both divisions, with operational improvements and margin expansion expected to drive future performance [49][56] Other Important Information - The company has largely mitigated the impact of US tariffs through various measures, including temporary importation under bond processes [19][20] - The restructuring program is nearing completion, with significant cost reductions expected in the coming years [24][49] Q&A Session Summary Question: The place of structures in the portfolio and potential strategic options - Management emphasized that both businesses are poised for significant profit and cash improvements, with a focus on delivering organic plans and unlocking potential [60][61] Question: Clarification on the engine repair business and tariffs - Management explained that tariffs impacted the engine repair business, but mitigation measures have been implemented to restore growth [62][66] Question: Medium-term growth trajectory around cash and repair business outlook - Management indicated that cash generation will continue to grow, with a focus on leveraging existing capabilities and exploring partnerships for further growth [75][78] Question: Update on the A350 supply chain situation - Management confirmed readiness to support Airbus's production ramp-up, with confidence in meeting second-half guidance despite short-term challenges [80][81]