Boeing(US:BA) ZACKSยท2025-04-10 15:11Core Insights - Boeing reported significant year-over-year growth in both commercial and defense deliveries for Q1 2025, with increases of 56.6% and 85.7% respectively, totaling 156 units compared to 97 in the previous year [1] Commercial Deliveries - Boeing's commercial deliveries reached 130 airplanes in Q1 2025, up from 83 in the same period last year, driven primarily by higher 737 deliveries [2] - 737 shipments totaled 105, an increase from 67 in the prior year, while deliveries of 787 models remained stable at 13 [2] - Additionally, Boeing delivered five 767 jets, up from three in the previous year, and seven 777 jets, compared to none in the prior-year quarter [2][3] Defense Deliveries - Boeing's defense deliveries increased to 26 airplanes in Q1 2025, up from 14 in the same quarter of 2024 [4] - The company delivered 11 remanufactured AH-64 Apache helicopters, an increase from six, and four new AH-64 Apache helicopters [4] - Shipments of F/A-18 models rose to five from one, while no KC-46 tankers were delivered compared to three in the prior-year quarter [4] Competitive Landscape - In a comparison with Airbus, Boeing's commercial aircraft deliveries lagged, with Airbus delivering 136 aircraft in Q1 2025 compared to Boeing's 130 [5] - Brazilian manufacturer Embraer delivered 30 commercial aircraft in Q1 2025, reflecting a 20% year-over-year growth [6] - Textron delivered 151 jets in 2024, a decrease from 168 in 2023, but reported a long-term earnings growth rate of 10% [7] Stock Performance - Boeing shares have increased by 4.4% over the past month, contrasting with a 0.2% decline in the industry [10]