The Boeing Company (BA) is scheduled to release first-quarter 2025 results on April 23, 2025, before market open.  The Zacks Consensus Estimate for revenues is pegged at $19.29 billion, implying a 16.4% improvement from the year-ago quarter's reported figure. The consensus mark for earnings is pegged at a loss of $1.54 per share, suggesting a deterioration from a loss of $1.13 in the prior-year quarter. The bottom-line estimate declined significantly in the past 60 days.  (Find the latest EPS estimates and ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Wikipedia Boeing plans to sell portions of its digital aviation solutions business to software-focused investment firm Thoma Bravo for $10.55 billion, the aerospace giant announced Tuesday. Boeing said it will retain "core digital capabilities" to enable fleet maintenance and repair services for customers.The transacti ...

ARLINGTON, Va., April 22, 2025 /PRNewswire/ -- Boeing [NYSE: BA] has entered into a definitive agreement to sell portions of its Digital Aviation Solutions business, including its Jeppesen, ForeFlight, AerData and OzRunways assets, to Thoma Bravo, a leading software investment firm. This all-cash transaction is valued at $10.55 billion. Boeing will retain core digital capabilities that harness both aircraft and fleet-specific data to provide commercial and defense customers with fleet maintenance, diagnosti ...

私募股权投资公司Thoma Bravo接近达成收购波音公司旗下导航部门Jeppesen的协议。（彭博） ...

智通财经4月22日电，私募股权投资公司Thoma Bravo接近达成收购波音公司旗下导航部门Jeppesen的协 议。 ...

Core Viewpoint - Chinese airlines have started returning Boeing aircraft to the U.S. in response to the U.S. imposing 145% tariffs on Chinese goods, which has led to a halt in further deliveries of Boeing jets to China [1][4]. Group 1: Impact on Deliveries - A Boeing 737 Max recently returned to Seattle, marking the beginning of aircraft returns from China [1]. - Three 737 Max 8 jets that were prepared for delivery to Chinese airlines were recalled to the U.S. last week [2]. - A Boeing jet intended for Xiamen Airlines was seen landing back at Boeing's production hub, indicating a disruption in the delivery process [3]. Group 2: Domestic Business Effects - The halt in Boeing deliveries has affected domestic business, with a Chinese aircraft lessor facing challenges as another airline backed away from its commitment to take delivery [9]. - Analysts suggest that airline CEOs may prefer to defer plane deliveries rather than incur duties, which could negatively impact Chinese airline operations [9]. Group 3: Boeing's Market Position - Boeing, a significant U.S. exporter, is facing challenges in the Chinese market, where it aimed to compete with Airbus [11]. - Year-to-date deliveries show that Boeing has delivered 18 aircraft to nine airlines in China, with major airlines planning to take delivery of a total of 179 Boeing planes between 2025-2027 [11]. - The current situation follows a nearly five-year import freeze on 737 MAX jets in China due to safety concerns stemming from two fatal crashes [12].

Core Insights - Delta Air Lines' recent earnings call highlighted the impact of tariffs on the aerospace sector, particularly concerning Boeing and Airbus [1][2][3] Group 1: Delta's Earnings and Implications - Delta's management indicated a tariff-induced slowdown, which was anticipated by investors [2] - CEO Ed Bastian stated that Delta would not absorb tariffs on aircraft deliveries, emphasizing the difficulty of managing costs with a 20% tariff increase [3] - The implication is that Airbus may need to share tariff costs, or risk order delays or cancellations [4] Group 2: Broader Industry Impact - The approach taken by Delta could influence non-U.S. airlines to respond similarly to tariffs imposed on U.S. products [5] - Both Airbus and Boeing face increased costs due to tariffs, affecting their competitiveness [5][8] - Delta's management noted that tariffs are weakening end demand, leading to reduced capacity expansion plans [6] Group 3: Market Conditions and Future Outlook - Weakening demand could pressure airline ticket pricing, impacting airlines' ability and willingness to place aircraft orders [7] - Ongoing trade conflicts may lead to rising costs for Boeing while demand weakens, complicating its competitive position against Airbus [8] - Delta's revenue growth was 3.3%, below previous estimates, and management declined to update full-year guidance due to market uncertainty [10]

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]