Boeing (BA) Reports Q3 Loss, Tops Revenue Estimates

Core Insights - Boeing reported a quarterly loss of $7.47 per share, significantly worse than the Zacks Consensus Estimate of a loss of $3.85, but an improvement from a loss of $10.44 per share a year ago, indicating a -94.03% earnings surprise [1] - The company achieved revenues of $23.27 billion for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 6.09% and showing a year-over-year increase from $17.84 billion [2] - Boeing's stock has increased by approximately 26.2% year-to-date, outperforming the S&P 500's gain of 17.2% [3] Earnings Outlook - The future performance of Boeing's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - The current consensus EPS estimate for the upcoming quarter is -$0.23 on revenues of $22.35 billion, and for the current fiscal year, it is -$5.08 on revenues of $86.14 billion [7] Industry Context - The Aerospace - Defense industry, to which Boeing belongs, is currently ranked in the bottom 37% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Boeing's stock performance [5][6]