Earnings call transcript: FACC lifts 2026 outlook on stronger H1 results

FACC reported improved H1 2026 results, with revenue increasing by 8.6% to EUR 526.3 million and EBIT margin rising to 4.8%, higher than the previous 4.2% level. The company raised its full-year 2026 revenue growth target to 10%-15% and EBIT margin guidance to 5.25%-6.25%, reflecting stronger performance across cabin interiors, aerostructures, engines and nacelles businesses.

Management attributed the improvement to a stable order book and visible ramp-ups across major programs. The company also announced a EUR 350 million investment program through 2030, including EUR 120 million for a new automated aerostructures facility set to start operations in 2028. Geopolitical and macro risks were cited as potential headwinds, but management stressed strong demand and the company's focus on delivery.