Key Takeaways

  • 26 Rafale aircraft were delivered in 2025, exceeding initial guidance.
  • 31 Falcon aircraft were ordered in 2025, surpassing previous year’s order total.
  • Dassault Aviation raises its 2025 net sales guidance to over €7 billion.
  • The company has a backlog of 220 Rafale and 73 Falcon aircraft as of December 31, 2025.

Strategic Implications

This increase in revenue guidance suggests strong demand for Dassault’s products, particularly the Rafale fighter jet. The expansion of Falcon order intakes indicates confidence in the business jet market. However, the company’s reliance on export orders and military contracts may make it vulnerable to global economic fluctuations.