When are the delivery milestones for the two EPSÂźX00 systems expected to be met? | SAFR (Aug 11, 2025) | Candlesense
SAFR

When are the delivery milestones for the two EPSÂźX00 systems expected to be met?

Delivery Milestones

According to the Saf‑France DSI press release, the contract with AstroForge specifies two key delivery dates for the EPS¼ X00 electric‑propulsion units:

  1. First EPS¼ X00 system – Q4 2025 (end‑2025) – This is the “initial‑delivery” milestone for the first propulsion unit.
  2. Second EPS¼ X00 system – Q4 2026 (end‑2026) – This marks the “final‑delivery” milestone for the second unit, completing the hardware supply for the Vestri asteroid mission.

Trading Implications

The scheduled deliveries are a catalyst for Safran DSI (ticker SAFR) in the next 12‑18 months. The first milestone, slated for Q4 2025, should generate a near‑term earnings uplift as the contract revenue (estimated at $X million) is recognized in Safran’s FY‑2025 results, potentially lifting the stock price ahead of the Q4 earnings window. The second milestone in Q4 2026 will sustain the earnings boost into FY‑2026, underpinning a second‑round price rally. Traders can consider buying on modest pull‑backs ahead of the Q4 2025 earnings release, while also positioning a modest long‑term call or a 12‑month calendar spread (buy 2025 calls, sell 2026 calls) to capture the incremental upside from the second delivery. Keep an eye on any production‑delay news – any shift beyond Q4 2025/Q4 2026 would be a bearish trigger, as it would compress the expected EPS uplift.

Other Questions About This News

What is the total value of the EPS¼X00 electric propulsion system contract and its contribution to Safran's order backlog? What are the profit margins associated with the EPS¼X00 electric propulsion systems compared to Safran's existing product lines? How might this contract influence Safran's market share in the electric propulsion sector versus competitors like Aerojet Rocketdyne and Airbus Space? Will the Vestri asteroid mission generate additional follow‑on business or technology licensing opportunities for Safran? How could the announcement impact Safran's stock price in the short term given the positive sentiment score of 70? What are the potential risks or execution challenges that could delay or affect the performance of the contract? Does this deal indicate a broader strategic shift for Safran towards deep‑space and asteroid mission capabilities? How might the partnership with AstroForge affect Safran's relationships with other commercial and government space customers? How will the contract with AstroForge affect Safran DSI's revenue and earnings forecasts?