Wall Street analysts expect Boeing (BA) to post quarterly loss of $1.55 per share in its upcoming report, which indicates a year-over-year decline of 37.2%. Revenues are expected to be $19.17 billion, up 15.7% from the year-ago quarter.The consensus EPS estimate for the quarter has undergone an upward revision of 16.2% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Before a company an ...

Core Viewpoint - Boeing faces challenges due to China's recent ban on deliveries, but analysts suggest that the financial impact may be limited, allowing for a more optimistic outlook for the company moving forward [2][4]. Financial Impact - Analysts from Goldman Sachs and Morgan Stanley estimate that Boeing's revenue from Chinese orders constitutes approximately 2% of its total revenue, indicating that the ban may not significantly affect overall financial performance [4]. - Current forecasts predict that Boeing could report a net earnings per share (EPS) of $0.03 by Q4 2025, a notable improvement from a reported net loss of $1.60 per share [5]. Stock Performance and Forecast - Boeing's stock is currently trading at $156.73, which is 79% of its 52-week high, suggesting potential for price appreciation [6]. - The 12-month stock price forecast for Boeing is set at $198.95, indicating a potential upside of 26.94% based on 23 analyst ratings [7]. - Citigroup analysts have reiterated a Buy rating on Boeing, raising their valuation targets to a high of $210 per share, reflecting optimism despite recent bearish trends [7][8]. Market Sentiment - Institutional investors have shown confidence in Boeing, with $8.8 billion invested in the stock over the past quarter, alongside an additional $229 million in purchases reported in April 2025 [10]. - The market is currently valuing Boeing at a forward P/E ratio of 37.7x for 2026, which is significantly higher than the transportation sector average and Airbus' multiple of 21.7x, indicating strong investor sentiment [9].

Company Performance - Boeing's stock closed at $156.48, reflecting a +0.62% change from the previous day, outperforming the S&P 500, which fell by 2.24% [1] - Over the last month, Boeing's shares decreased by 3.74%, compared to the Aerospace sector's loss of 1.9% and the S&P 500's loss of 4.17% [1] Upcoming Earnings - Boeing's earnings report is anticipated on April 23, 2025, with an expected EPS of -$1.56, representing a 38.05% decline from the same quarter last year [2] - Revenue is projected to be $19.15 billion, indicating a 15.6% increase compared to the previous year [2] Fiscal Year Estimates - For the entire fiscal year, the Zacks Consensus Estimates predict an EPS of -$2.27 and revenue of $83.67 billion, reflecting changes of +88.86% and +25.78% respectively from the prior year [3] - Recent analyst estimate revisions are seen as indicators of the company's business outlook [3] Zacks Rank and Industry Performance - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has shown that 1 stocks have delivered an average annual return of +25% since 1988 [5] - Boeing currently holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate increasing by 12.07% over the past month [5] - The Aerospace - Defense industry ranks in the top 36% of all industries, with a current Zacks Industry Rank of 87 [6]

While the ongoing global trade war is a major issue for The Boeing Company (NYSE: BA ), it seems that at the very least the challenges that the company faced last year are finally over. The machinistI'm a Ukraine-based seasoned investor, who firsthand experienced what’s it like to live in an environment full of systemic geopolitical shocks when the war came to my home country. Despite this, I managed to build an all-weather portfolio that has been able to thrive in volatile markets. My goal is to help inves ...

The market expects Boeing (BA) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on April 23, 2025, might help the stock move higher if these key numbers are better th ...

When the United States decided to begin the trade war that has started, my thought was not necessarily on short-term implications. Rather, it was on the long term impact that might occur because of our decision as a country to alienateCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cas ...

Core Viewpoint - President Trump's tariffs on China are negatively impacting Boeing, as China has ordered its airlines to halt deliveries of Boeing planes and parts, leading to a decline in Boeing's stock price [1][9]. Group 1: Impact on Boeing - Boeing's stock fell by 2.4% following reports that China ordered its airlines to stop taking deliveries of Boeing aircraft [1]. - China Southern Airlines has suspended the sale of 10 used Boeing 787-8 Dreamliner planes, which indicates a shift in their purchasing strategy [1][2]. - The airline's decision may be influenced by the 125% tariff on American products, which significantly raises the cost of new Boeing purchases [2]. Group 2: Market Share Concerns - China is a crucial market for Boeing, especially as it competes with Airbus and emerging Chinese manufacturers [3]. - Any restrictions on deliveries could lead to a loss of market share for Boeing, particularly if Chinese airlines turn to Airbus or domestic manufacturers for new orders [8]. - Boeing's 2024 annual report highlighted the potential negative impact of geopolitical tensions on its business in China [6]. Group 3: Future Orders and Deliveries - Boeing expressed concerns that inability to deliver aircraft to Chinese customers could result in reduced deliveries and lower market share [7]. - Major Chinese airlines, such as China Southern and Air China, are among the largest carriers globally, making their purchasing decisions critical for Boeing [7]. - Other international carriers, like Ryanair and Delta, have indicated they might delay Boeing deliveries if tariffs are imposed, further complicating Boeing's market position [9].

Core Viewpoint - Northrop Grumman is outperforming Boeing in the defense sector, particularly in the development of stealth aircraft, raising questions about the relative investment potential of their stocks [1][6]. Group 1: Boeing's Recent Developments - Boeing won a $20 billion contract to build the U.S. Air Force's first sixth-generation stealth fighter, the F-47, announced by President Trump [2]. - Following the announcement, Boeing's stock peaked at $182 but has since dropped over 10%, raising concerns about investor confidence despite the contract's potential value [2][3]. - Historical performance issues, such as Boeing's struggles with the KC-46 Pegasus program, have led to skepticism regarding its ability to manage large contracts effectively [4][5]. Group 2: Northrop Grumman's Performance - Northrop Grumman has been recognized for its effective management of a $55 billion contract to produce 100 B-21 stealth bombers, achieving cost reductions of $1 billion and projecting total costs to be 28% below initial forecasts [7][9]. - The B-21 program is reportedly on schedule, with the first prototype completed in late 2022 and initial production starting in January 2024 [9]. - Northrop Grumman's financial metrics are favorable compared to Boeing, with trailing earnings of $4.2 billion and positive free cash flow of $2.6 billion, while Boeing reported negative earnings and cash flow [12]. Group 3: Investment Considerations - Investors may favor Northrop Grumman over Boeing due to its profitability, lower debt levels, and the fact that it pays a dividend, unlike Boeing [12]. - The potential for Boeing to face cost overruns on the F-47 contract could lead the Air Force to reconsider its contracts in favor of Northrop Grumman [10].

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Aircraft manufacturer Boeing Co (NYSE:BA) is pumping the breaks on its recent rally. The security was last seen down 1.8% at $156.50, after Bloomberg reported that China ordered carriers to suspend jet deliveries amid the trade war with the U.S. The country's top three airliners, Air China, China Eastern Airlines, and China Southern Airlines, had planned to take delivery of a combined total of 179 Boeing planes in the next two years. It's worth noting that Morgan Stanley stated there was minimal downside ri ...