Will Stable LEAP Engine Deliveries Shape Safran’s (ENXTPA:SAF) Competitive Edge in Aerospace?

• In recent commentary, Safran's CEO reported that fourth quarter LEAP engine deliveries are expected to closely match third quarter levels, while CFM is continuing talks for a potential Boeing 737 engine deal with a Turkish airline.
• This update highlights both the stability of Safran’s core engine operations and the ongoing pursuit of new business opportunities within the commercial aerospace sector.
• We'll explore how the steady outlook for LEAP engine deliveries shapes Safran's current investment narrative and future business expectations.

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Safran Investment Narrative Recap

To be a Safran shareholder, I believe you need confidence in the company’s ability to maintain its leading position in commercial aviation engines while benefiting from stable recurring revenues. The recent CEO commentary on steady LEAP engine deliveries and ongoing negotiations for a Boeing 737 engine deal suggests no significant shift in near-term catalysts or risks, the stability seen here is one reason the investment case endures, though supply chain issues still warrant attention.

Among recent company updates, Safran’s upward revision of its 2025 earnings guidance stands out. While this improved outlook reflects operational execution, it dovetails with the predictable LEAP engine delivery guidance and keeps investors focused on execution quality as a key catalyst, especially given ongoing capital projects and the integration of recent acquisitions.

However, it’s worth contrasting all this operational stability with the high exposure Safran maintains to global supply chain risks, something investors should keep top of mind as...

Read the full narrative on Safran (it's free!)

Safran's narrative projects €39.3 billion revenue and €5.0 billion earnings by 2028. This requires 10.2% yearly revenue growth and a €0.7 billion earnings increase from €4.3 billion.

Uncover how Safran's forecasts yield a €320.35 fair value, a 6% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members have placed Safran’s fair value estimates between €220.07 and €320.35, representing six distinct analyses. With the company reiterating stable engine deliveries, many investors continue to weigh supply chain exposure and future capacity as critical parts of the debate.

Explore 6 other fair value estimates on Safran - why the stock might be worth as much as 6% more than the current price!

Build Your Own Safran Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Safran research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Safran research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Safran's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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