Here's What Key Metrics Tell Us About Boeing (BA) Q2 Earnings

Core Insights - Boeing reported $22.75 billion in revenue for Q2 2025, a year-over-year increase of 34.9%, with an EPS of -$1.24 compared to -$2.90 a year ago, exceeding revenue expectations by 4.09% and EPS expectations by 19.48% [1] Financial Performance - Revenue breakdown includes: - Global Services: $5.28 billion, up 8% year-over-year, exceeding estimates of $5.16 billion [4] - Defense, Space & Security: $6.62 billion, a 9.9% increase year-over-year, surpassing the $6.4 billion estimate [4] - Commercial Airplanes: $10.87 billion, an 81.1% increase year-over-year, exceeding the $9.95 billion estimate [4] - Unallocated items: -$23 million, an improvement from the estimated -$47.51 million, representing a -51.1% change year-over-year [4] Deliveries - Total deliveries reached 150, surpassing the average estimate of 130 [4] - Breakdown of commercial airplane deliveries: - 737: 104 vs. 94 estimated - 787: 24 vs. 20 estimated - 777: 13 vs. 9 estimated - 767: 9 vs. 8 estimated [4] Stock Performance - Boeing shares returned +12.8% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]