Boeing(US:BA) Sou Hu Cai Jing·2025-07-30 05:25Core Viewpoint - Boeing has shown clear signs of recovery with a significant reduction in quarterly losses and a notable increase in sales revenue, following a series of positive developments over recent months [1] Financial Performance - Boeing's Q2 revenue reached $22.749 billion, up 35% from $16.866 billion in the same period last year [2] - The net loss for Q2 was $612 million, a significant improvement from a net loss of $1.439 billion in the previous year [2] - Operating cash flow improved to $227 million, compared to a negative cash flow of $3.923 billion in the same quarter last year [2] Business Operations - The commercial airplane division's revenue increased by 81% year-over-year to $10.87 billion, with an operating margin improvement to -5.1% [3] - Boeing delivered 150 aircraft in Q2, the highest number since 2018, which was also the last year the company reported a profit [4] - The production rate of the 737 Max has been increased to 38 units per month, with plans to seek FAA approval for further increases [3] Challenges and Outlook - Boeing faces potential delays in the certification of the 737 Max 7 and Max 10 models, which may push completion to 2026 [4] - The defense sector has been under scrutiny, with potential labor strikes looming as 3,200 employees voted against a new labor contract [4] - Boeing's defense and aerospace revenue grew by 10% to $6.6 billion, while service revenue increased by 8% to $5.3 billion [4]