After years of turbulence, it appears that Boeing (BA) is finally gaining altitude. The aerospace giant just reported one of its most optimistic quarters in recent memory, with improved operational efficiency, rising revenue, and the long-awaited return to positive free flow. BA stock has gained 30% over the past year, outperforming the S&P 500 Index’s ($SPX) gain of 18%. So far year-to-date (YTD), BA stock has risen 11%, slightly underperforming the market’s gain of 16%. Wall Street rates BA stock as a “ ...

Boeing Co. (NYSE:BA) shares fell Thursday after the aerospace giant reported another uneven quarter marked by solid commercial momentum but lingering turbulence from its 777X program.Bank of America Securities analyst Ronald J. Epstein reaffirmed a Buy rating and $270 price forecast, saying Boeing’s recovery continues to balance triumphs and trials.Epstein said operational stability is improving across Boeing’s commercial business, supported by the Federal Aviation Administration’s approval to raise 737 out ...

Financial Data and Key Metrics Changes - Revenue increased by 30% to $23.3 billion, driven by improved operational performance, higher commercial deliveries, and defense volume [18] - Free cash flow was positive at $238 million, marking the first positive cash flow quarter since Q4 2023 [18][19] - Core loss per share was $7.47, primarily reflecting a $4.9 billion charge related to the 777X program [18] Business Line Data and Key Metrics Changes - Boeing Commercial Airplanes (BCA) delivered 160 airplanes in the quarter, the highest quarterly delivery total since 2018, with revenue up nearly 50% to $11.1 billion [20] - BCA's operating margin was negative 48.3%, impacted by the 777X charge [20] - Defense business (BDS) delivered 30 aircraft and two satellites, with revenue growing 25% to $6.9 billion and an operating margin of 1.7% [25] - Global Services (BGS) revenue increased by 10% to $5.4 billion, with an operating margin of 17.5% [28] Market Data and Key Metrics Changes - The backlog ended at $535 billion, including over 5,900 airplanes, with strong demand across all market segments [20][30] - BDS secured $9 billion in orders during the quarter, with a record backlog of $76 billion [25][28] Company Strategy and Development Direction - The company is focused on safety and quality improvements, with a commitment to culture change and operational excellence [4][15] - Plans to increase 737 production to 42 airplanes per month were announced, with a disciplined approach to future rate increases [5][21] - The 777X program faced delays, with first delivery now expected in 2027, leading to a $4.9 billion non-cash charge [10][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the recovery trajectory, highlighting positive cash flow and improved performance across the company [17][30] - The geopolitical environment is seen as favorable for the defense business, with ongoing demand for military capabilities [12][27] - Management acknowledged challenges in the supply chain but remains optimistic about future production rates and operational stability [59][71] Other Important Information - The company is undergoing significant investments in its facilities, particularly in Charleston, to support future production increases [89] - The integration of Jeppesen and Spirit AeroSystems is a priority, with expected impacts on free cash flow next year [85] Q&A Session Summary Question: What is the negative cash flow in 2026 on the 777X? - Management expects a headwind of about $2 billion in 2026, with a path to break-even cash flow anticipated by 2028 [32][33] Question: What changed regarding the 777X program? - The delay is due to underestimating the work required for TIA approvals, not due to new issues with the airplane [39][41] Question: How will the supply chain be managed for the 777X? - The revised schedule will be communicated to suppliers, with negotiations on a case-by-case basis to manage impacts [53] Question: What are the production rates for the 737? - The company plans to exit the year at a 42 per month rate, with future increases being carefully managed [58][60] Question: What is the status of the 737 MAX 7 and 10 certifications? - Certification is progressing, with a focus on engine anti-ice design updates and expected completion in 2026 [66][67] Question: What are the plans for the 787 production ramp? - The next increase will be to 10 per month, with challenges anticipated in the supply chain, particularly for seats [71] Question: What is the outlook for free cash flow in 2026? - Management is optimistic about a break-even or low to mid-single-digit inflow of cash, depending on operational performance [75]

our backlog. Again, we've got a $600 billion dollars of backlog. So, our focus right now is in delivering airplanes, ramping up production, uh making sure those are highquality airplanes.We're getting great feedback from our customers. We delivered uh more airplanes by August of this year than we did all of last year. Uh this was a really good quarter for us, and we're going to stay focused on what we need to do to ramp up production and deliver on this really, really healthy backlog.And you have you have u ...

Boeing (BA) reported $23.27 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 30.4%. EPS of -$7.47 for the same period compares to -$10.44 a year ago.The reported revenue represents a surprise of +6.09% over the Zacks Consensus Estimate of $21.93 billion. With the consensus EPS estimate being -$3.85, the EPS surprise was -94.03%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determi ...

October 29, 2025 Copyright © 2025 Boeing. All rights reserved. Caution Concerning Forward-Looking Statements Certain statements made today constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "may," "will," "should," "expects," "intends," "projects," "plans," "believes," "estimates," "targets," "anticipates," and other similar words or expressions, or the negative thereof, generally can be used to help identify these forward-lookin ...

Core Viewpoint - Boeing announced a $4.9 billion accounting charge and delayed the first delivery of its 777X jet, indicating a long recovery path despite rising aircraft deliveries boosting cash flow [1] Financial Performance - Boeing reported a third-quarter loss of $7.47 per share, worse than the expected loss of $4.44, with revenue of $23.27 billion, exceeding the market average expectation of $22.3 billion [1] - The company generated $238 million in free cash flow, marking the first positive cash flow since the end of 2023 [1][2] - Boeing delivered 160 aircraft in the quarter, the highest since 2018, with a 10% increase in 737 production rate approved by regulators [2] 777X Program Challenges - Boeing has accumulated nearly $16 billion in charges related to the 777X program, which has faced a seven-year delay due to stringent regulatory scrutiny [1][3] - The 777X project is in a "long-term loss" state, requiring the company to immediately account for any additional abnormal costs and overruns [3] - The delivery of the 777X is now planned for 2027, with ongoing delays attributed to new certification processes and testing phases [3][4] Management Insights - CEO Dave Calhoun emphasized the need for a more confident plan to stabilize the company amid ongoing challenges [1] - Analysts noted that while Boeing's overall recovery appears intact, there are concerns about the supply chain and the impact of a prolonged strike at the St. Louis factory on the defense sector [2]

Core Insights - Analysts expect Boeing to report a quarterly loss of -$2.46 per share, reflecting a year-over-year increase of 76.4% in losses, with revenues projected at $21.92 billion, up 22.9% from the previous year [1] Revenue Estimates - The estimated revenue for 'Global Services' is $5.17 billion, indicating a year-over-year increase of 5.5% [4] - 'Defense, Space & Security' revenues are expected to reach $6.29 billion, representing a 13.6% increase from the prior year [4] - 'Commercial Airplanes' revenues are projected at $10.41 billion, showing a significant increase of 39.9% compared to the previous year [5] Deliveries Forecast - Total deliveries are expected to reach 151, up from 116 in the same quarter last year [5] - Deliveries for 'Commercial Airplanes - 737' are projected at 117, compared to 92 in the prior year [5] - 'Commercial Airplanes - 787' deliveries are expected to be 22, up from 14 year-over-year [6] - Deliveries for 'Commercial Airplanes - 777' are forecasted at 6, an increase from 4 in the same quarter last year [6] - 'Commercial Airplanes - 767' deliveries are expected to remain steady at 6, unchanged from the previous year [6] Operational Earnings - Earnings from operations for 'Global Services' are estimated to be $957.39 million, compared to $834 million in the same quarter last year [7] Stock Performance - Over the past month, Boeing shares have returned +2%, outperforming the Zacks S&P 500 composite's +1.3% change [7]

Core Insights - Boeing is on track to deliver the most planes since 2018, with a projected total of around 590 deliveries by the end of 2025, despite trailing behind Airbus in total deliveries [3][4][6] Delivery Performance - Boeing's commercial aircraft deliveries rose approximately 38% year-over-year in Q3 2025, totaling 160 aircraft compared to 116 in the same period last year [8] - The breakdown of deliveries in Q3 includes 121 of the 737 model, six 767s, nine 777s, and 24 787 units [8] Order Backlog - Boeing's orders backlog stands at 821, significantly higher than Airbus's 514, indicating a strong demand for its aircraft [6] - Recent orders have been secured from various airlines, including Norwegian Group, Uzbekistan Airways, Turkish Airlines, Macquarie AirFinance, Cathay Pacific, and Gulf Air [6] Year-to-Date Performance - From January 1 to September 30, 2025, Boeing's commercial orders increased by about 161% and deliveries rose by approximately 51% compared to the same period in 2024 and 2023 [7] - The company has been averaging 49 deliveries per month through September 30, 2025, and will need to average 50 deliveries per month to meet its year-end goals [5]

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