BA
AI Execution Plan
Boeing to report Q4 2025 earnings on Jan 27, expecting EPS loss of -$0.37 to -$0.45 and revenue +30% to $22.5B. Stock surging ahead of results near 52-week highs. Analysts bullish: Bernstein Outperform PT $298, UBS Buy $275, Jefferies $290, consensus Strong Buy avg PT $258.
Strong buy on moving averages (all EMAs/SMAs 10-200 Buy, e.g., EMA10: $243.51, SMA50: $211.15, EMA200: $208.20). Oscillators neutral (RSI 82.08 overbought, MACD +11.17 Buy, Stochastic Sell). New 52-week highs, short-term momentum strongly positive.
3-Month AI Outlook
Optimistic. Higher 737/787 deliveries expected in 2026, positive FCF low single-digit billions, Spirit Aero acquisition on track, defense deals like Israel F-15. Strong Buy consensus despite earnings risks and history of challenges.
Option Chain
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Earnings History: BA
Boeing Reports Third Quarter 2025 Earnings**
Oct 29, 2025****Summary:** In the third quarter of 2025, Boeing reported revenue of $23.3 billion, driven by 160 commercial airplane deliveries. The company faced a net loss of $5.3 billion, resulting in a diluted loss per share of $7.14, which includes a $4.9 billion charge related to the 777X program certification delay. Meanwhile, Boeing achieved an operating cash flow of $1.1 billion and a free cash flow of $0.2 billion, indicating improved cash generation compared to previous periods. The total backlog rose to $636 billion, consisting of over 5,900 commercial airplanes, reflecting strong demand for their products. Additionally, Boeing stabilized 737 production at 38 units per month and plans to increase this to 42 units following an agreement with the FAA. The company also reported a significant increase in commercial airplane deliveries compared to the same quarter last year, which highlights its recovery efforts. Furthermore, Boeing's cash and investments in marketable securities remained stable at $23 billion, with undrawn access to credit facilities amounting to $10 billion. Despite challenges, the company is focused on completing its development programs and restoring stakeholder trust.
Boeing Reports Strong Revenue Growth in Q2 2025
Jul 29, 2025In the second quarter of 2025, Boeing reported revenue of $22.7 billion, a significant increase from $16.9 billion in the same quarter last year. The company recorded a GAAP loss per share of ($0.92) and a core loss per share of ($1.24). The improved revenue reflects higher commercial aircraft deliveries, totaling 150 for the quarter. Additionally, Boeing's operating cash flow was $0.2 billion, a stark contrast to a negative cash flow of $3.9 billion in the previous year. However, the company recorded a free cash flow of ($0.2) billion, indicating challenges in cash generation despite the rise in revenue. The production rate of the 737 aircraft increased to 38 units per month, with plans to stabilize before potentially increasing to 42 units later this year. Boeing's total backlog also grew to a substantial $619 billion, which includes over 5,900 commercial airplanes. On the financial front, Boeing maintained cash and investments in marketable securities totaling $23.0 billion, a slight decrease from $23.7 billion at the start of the quarter. The company also reduced its total debt to $53.3 billion, down from $53.6 billion, reflecting ongoing efforts to manage financial obligations effectively.
Boeing Reports Strong Fourth Quarter Earnings with Record Backlog
Jan 27, 2026In the fourth quarter of 2025, Boeing reported revenue of $23.9 billion, a significant increase from $15.2 billion in the same quarter last year. The company's net income for the quarter was $8.2 billion, resulting in a diluted earnings per share (EPS) of $10.23. The earnings were notably boosted by a $9.6 billion gain from the sale of its Digital Aviation Solutions business. The company's operating cash flow reached $1.3 billion, and it generated free cash flow of $0.4 billion during the quarter. Boeing's total backlog grew to a record $682 billion, reflecting over 6,100 commercial airplanes and 1,173 net orders for the year, indicating strong demand in the aviation sector. Boeing completed the acquisition of Spirit AeroSystems in December 2025, reinforcing its commitment to safety and production stability. In addition, the Commercial Airplanes segment saw increased deliveries, with 160 aircraft delivered in the fourth quarter alone, marking an 181% increase compared to the previous year. The Defense, Space & Security segment reported revenues of $7.4 billion, up 37% from the previous year, while the Global Services segment achieved a revenue of $5.2 billion, driven by higher government volume. Overall, Boeing is focused on stabilizing operations and restoring trust with stakeholders as it navigates its recovery trajectory.
Strategy Overview
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