加拿大皇家银行(RBC)：将波音(BA.US)目标股价从265美元上调至275美元。 ...

格隆汇1月28日｜TD Cowen将波音目标价从260美元上调至270美元。 ...

Core Insights - Boeing reported a significant increase in revenue and aircraft deliveries for Q4 2025, with a net profit of $8.2 billion for the quarter and a total net profit of $2.2 billion for the year, marking the end of six consecutive years of substantial losses from 2019 to 2024 [1] Financial Performance - Q4 2025 net profit reached $8.2 billion, indicating a strong recovery in financial performance [1] - The total net profit for the year 2025 was $2.2 billion, showcasing a turnaround from previous years of losses [1] Operational Metrics - The company experienced a substantial year-on-year increase in aircraft delivery volume, contributing to the rise in revenue [1]

Core Viewpoint - Morgan Stanley raised Boeing's target price from $245 to $270 [1] Group 1 - The increase in target price reflects positive sentiment towards Boeing's future performance [1] - Analysts are optimistic about Boeing's recovery and growth prospects in the aerospace sector [1]

一、国际新闻 国际贵金属市场近期波动显著，现货黄金价格在周二（1月27日）纽约尾盘涨3.52%，刷新历史高位至 5187.37美元/盎司，亚太盘初以来在5013.93-5100美元区间震荡上行，04:00后显著加速走高。 COMEX黄金期货涨1.82%，报5175.10美元/盎司，日内大部分时间持稳于5080美元附近，05:00美股收盘 时（电子交易盘）刷新历史高位至5187.20美元；4月合约涨3.45%，报5217.30美元，一度触及5225.80美 元。 随后，现货黄金突破5190美元/盎司，日内涨幅达3.63%，但亚太时段出现回调，失守5160美元/盎司， 日内跌0.42%。 纽约期金同样呈现震荡，曾突破5220美元/盎司，日内涨1.95%，后失守5200美元/盎司，日内仍涨 1.55%。 白银市场波动更为剧烈，纽约期银日内涨6.66%突破113美元/盎司，随后失守111美元/盎司，日内涨幅 收窄至4.73%。 现货白银同步冲高后回落，突破113美元/盎司后失守111美元/盎司，日内转跌0.88%。 能源市场方面，美国天然气期货价格大幅震荡，先涨超7%至7.284美元/百万英热，随后因产量恢复及需 求 ...

Core Insights - Boeing reported a net profit of approximately $8.2 billion for Q4 2025, marking its first quarterly profit in over three years due to asset sales and a significant increase in aircraft deliveries [1] - The company achieved an annual net profit of about $2.2 billion, ending a six-year streak of substantial losses from 2019 to 2024 [1] - Boeing recorded a loss of $11.8 billion in 2024 [1]

Boeing Earnings Show Recovery Progress, Shares Trade In Buy Zone | Investor's Business DailyBREAKING: [Dow Futures Fall As Meta, Microsoft Diverge]---Boeing cleared expectations for its Q4 results early Tuesday, which showed continued progress in the Dow Jones manufacturer's turnaround efforts. BA stock is trading in a buy zone on results following a mid-January break out. Boeing (BA) reported earnings of $9.92 per share adjusted, improving from a loss of $5.90 per share last year. Revenue soared 57% to nea ...

Core Insights - Boeing reported better-than-expected fourth-quarter free cash flow of $375 million, surpassing Bloomberg consensus expectations of $271.9 million, indicating progress in operational performance and safety execution [1] Financial Performance - Revenue from the commercial airplanes division increased to $11.4 billion, more than doubling from the previous year and exceeding forecasts, driven by increased production of the 737 program and the acquisition of Spirit AeroSystems for $4.7 billion [2] - Boeing delivered 160 aircraft during the quarter, with a backlog of over 6,100 airplanes valued at a record $567 billion [3] - In the defense sector, revenue rose to $7.4 billion, a 37% year-over-year increase, despite losses related to the KC-46A Pegasus tanker program, with the defense backlog reaching an all-time high of $85 billion [3]

Key Takeaways BA posted a Q4 adjusted loss of $1.91 per share, wider than estimates, though improved from last year.BA revenues surged 57.1% to $23.95B as commercial airplane deliveries jumped 181% y/y.BA reduced long-term debt to $45.64B and ended 2025 with $29.4B in cash and short-term investments.The Boeing Company (BA) incurred an adjusted loss of $1.91 per share in the fourth quarter of 2025, wider than the Zacks Consensus Estimate of a loss of 40 cents. However, the bottom line improved from the year- ...

Core Insights - Boeing Co. reported an earnings per share (EPS) of $9.92, significantly exceeding the anticipated loss of $0.40 per share, indicating a strong recovery and operational efficiency [1][5] - The company's revenue for the fourth quarter reached $23.95 billion, a 57% increase from the previous year, driven by a rise in commercial aircraft deliveries [2][5] - Boeing's net earnings for the quarter were $8.22 billion, a turnaround from a loss of $3.86 billion the previous year, aided by a $9.6 billion gain from the sale of a business unit [3] - The company's current ratio of approximately 1.18 suggests it can cover short-term liabilities, but the enterprise value to operating cash flow ratio of -63.90 indicates potential cash flow generation issues [4] Financial Performance - Revenue for the fourth quarter was $23.95 billion, surpassing the estimated $22.43 billion [2] - Commercial aviation segment revenue reached $11.38 billion, exceeding expectations of $10.72 billion, with 160 commercial airplanes delivered [2] - Net earnings of $8.22 billion or $10.23 per diluted share represent a significant improvement from the previous year's loss [3] Financial Metrics - Boeing's debt-to-equity ratio of -6.47 indicates a high level of debt relative to equity, which may affect financial stability [3] - Current ratio of approximately 1.18 reflects the company's ability to meet short-term obligations [4] - The enterprise value to operating cash flow ratio of -63.90 highlights challenges in cash flow generation [4]