Boeing to Ride on Delivery Momentum With Strong Q2 Commercial Shipments

Group 1 - Boeing is experiencing strong momentum in its commercial airplane business, with 150 deliveries in Q2 2025, a 63% increase from the same quarter last year, primarily driven by higher 737 shipments [1][7] - Compared to Q1 2025, Boeing's deliveries increased from 130 aircraft, reflecting a year-over-year growth of 56.6%, largely due to a rise in wide-body jet shipments [2] - The increase in aircraft deliveries is expected to enhance Boeing Commercial Airplane's revenues and profit margins, contributing to positive operating cash flow and strengthening financial recovery [3][7] Group 2 - Boeing's delivery growth in the first half of 2025 faces competition from Airbus, which delivered 306 aircraft compared to Boeing's 280 during the same period [4] - Embraer also reported solid delivery figures, with 30 aircraft delivered in Q1 2025, up from 25 in Q1 2024 [5] - Boeing's stock has risen 18.9% over the past year, outperforming the Zacks aerospace-defense industry's growth of 17.7% [6] Group 3 - Boeing is currently trading at a forward 12-month sales multiple of 1.82X, which is approximately an 18% discount compared to the industry average of 2.22X [8] - The Zacks Consensus Estimate for Boeing's earnings per share for 2025 has improved over the past 60 days, while the estimate for 2026 has declined [9]