Ukraine Signs Agreement for Acquisition of Rafale Aircraft
Dassault Aviation announces the signing of a letter of intent with Ukraine for the acquisition of the Rafale fighter aircraft, in collaboration with French authorities.
Dassault Aviation has expressed its gratitude towards the Ukrainian and French authorities for the signing of a letter of intent concerning the purchase of the Rafale fighter aircraft. According to the company, this agreement demonstrates the trust placed in the operational capabilities of the aircraft.
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With a century of experience, Dassault Aviation has delivered over 10,000 military and civil aircraft to more than 90 countries. The group is recognized for its design, production, sales, and support of aircraft, including the Rafale, Falcon business jets, military drones, and space systems. In 2024, Dassault Aviation achieved a turnover of 6.2 billion euros and employs 14,600 people.
Strengthening Market Position
The agreement with Ukraine could strengthen Dassault Aviation's position in the combat aircraft market. The group continues its efforts to consolidate its international presence, while expanding its offerings in the combat aircraft and advanced aerial systems sector.
Le Rafale a confirmé son succès en 2025, avec la livraison du 300 ème Rafale et la commande de 26 Rafale par la Marine indienne.
Dassault Aviation présente des résultats 2025 conformes à l’évolution attendue: chiffre d’affaires consolidé IFRS de 7 426 millions d’euros, résultat opérationnel consolidé IFRS de 639 millions d’euros, résultat net consolidé IFRS de 977 millions d’euros et marge nette consolidée IFRS de 13,2%. Trésorerie disponible à 9 415 millions d’euros. Carnet de commandes consolidé à 46 596 millions d’euros et ratio book-to-bill de 1,5x. Dividendes proposés de 4,78 euros par action (payout d’environ 35%). Pour 2026, le chiffre d’affaires est anticipé autour de 8,5 milliards d’euros avec 40 Falcon et 28 Rafale prévus.
Risks mentioned
Incertitudes liées aux contextes militaires, géopolitiques et budgétaires, couplés aux droits de douane et à l’incertitude sur le SCAF.
Pression fiscale dégrade la compétitivité de la Société.
Incertitudes liées au droit de douane américain au 1er semestre 2025 et à l’évolution du Make in India.
Opportunities identified
Progression possible grâce au Make in India et à la coopération avec des partenaires indiens (DRAL, Tata Advanced Systems).
Poursuite du développement et de la modernisation des programmes Rafale/Falcon et du SCAF, ARCHANGE et ALBATROS; potentiel d’accroître les exports.
Partenariats pour une IA souveraine et maîtrisée avec AMIAD, Thales (cortAIx) et Harmattan AI.
Outlook / guidance
Expected revenue: 8,5 milliards d'euros (2026)
Management commentary: La prévision pour 2026 prévoit un chiffre d’affaires en hausse par rapport à 2025, à 8,5 milliards d’euros, soutenu par les livraisons prévues de Rafale et Falcon (40 Falcon et 28 Rafale).
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