Overview

• Rolls-Royce reiterated its 2025 profit and free cash flow guidance of £2.7–2.9 billion, despite tariff uncertainties and supply chain issues.
• CEO Tufan Erginbilgic emphasized ongoing mitigation efforts, including supply chain adjustments, to offset tariff impacts.
• The aerospace and defense segments are driving robust performance, with large engine flying hours nearly doubling pre-pandemic levels.
• Shares rose 1.7% following the update, continuing a broader recovery with a 90% increase over the past year.
• The company’s transformation plan, including 2,500 job cuts, has bolstered resilience and agility to address external economic challenges.