Boeing Co (NYSE:BA) shares are trading slightly higher on Tuesday.Boeing reported third-quarter 2025 deliveries across its Commercial Airplanes programs. • BA is showing upward bias. Get the market research here.In the third quarter, the company delivered 121 737s, six 767s, nine 777s and 24 787s. Total commercial deliveries for the quarter were 160 aircraft.Year to date, Boeing has delivered 330 737s, 20 767s, 29 777s, and 61 787s.That brings the total 2025 deliveries through the third quarter to 440 aircr ...

Boeing Co (NYSE:BA) shares are trading slightly higher on Tuesday.Boeing reported third-quarter 2025 deliveries across its Commercial Airplanes programs. • BA is showing upward bias. Get the market research here.In the third quarter, the company delivered 121 737s, six 767s, nine 777s and 24 787s. Total commercial deliveries for the quarter were 160 aircraft.Year to date, Boeing has delivered 330 737s, 20 767s, 29 777s, and 61 787s.That brings the total 2025 deliveries through the third quarter to 440 aircr ...

, /PRNewswire/ -- The Boeing Company [NYSE: BA] announced today major program deliveries across its commercial and defense operations for the third quarter of 2025 as follows: | Major Programs | | 3rd | Year-to | | | --- | --- | --- | --- | --- | | | | Quarter | Date | | | | | 2025 | 2025 | | | Commercial Airplanes Programs | | | | | | 737 Â | | 121 | | 330 | | 767 | | 6 | | 20 | | 777 | | 9 | | 29 | | 787 | | 24 | | 61 | | Total | | 160 | | 440 | | Defense, Space & Security Programs | | | | | | Â | AH-64 A ...

Boeing Co. (NYSE:BA), Embraer S.A. (NYSE:ERJ), and Airbus SE (OTC:EADSY) all showed a surge in deliveries and production stability in the third quarter, signaling a broad rebound in the commercial aerospace sector and renewed momentum for aircraft makers as global demand recovers. According to Bank of America Securities, the uptick reflects improving workflow efficiency and rising delivery momentum across major aircraft makers. Boeing led the gains with 121 737 deliveries in the quarter, up from 104 in th ...

Core Insights - Embraer S.A. (ERJ) has secured an agreement with LATAM Airlines Group for up to 74 E195-E2 aircraft, including 24 firm orders and 50 purchase options, with deliveries starting in the second half of 2026 [1][10] Group 1: Agreement Details - The firm order of 24 aircraft is valued at approximately $2.1 billion at list prices, enhancing LATAM Group's hub operations and expanding travel options for passengers [2][10] - The E195-E2 aircraft offers flexible seating configurations, accommodating between 120 to 146 passengers, with a maximum capacity of either 150 or 132 seats depending on the setup [2] Group 2: Benefits of the Agreement - The selection of Embraer's E195-E2 underscores its strong economics, improved fuel efficiency, and flexibility, which are expected to drive profitable growth through new destinations and enhanced connectivity [3] - This deal is anticipated to generate significant revenue for Embraer, strengthening its position in the small, narrowbody aircraft market and solidifying its partnership with LATAM Airlines [3] Group 3: Market Growth Opportunities - The commercial aircraft market is projected to grow significantly, with a forecasted demand for 43,420 new aircraft between 2025 and 2044, driven by rising air travel and the need for fuel-efficient aircraft [4] - Embraer is well-positioned to benefit from this trend, as evidenced by a recent order from Avelo Airlines for 50 E195-E2 aircraft, with an option for an additional 50, indicating strong demand for its products [5] Group 4: Aerospace Industry Prospects - Other aerospace companies, such as Airbus and Boeing, are also expected to benefit from the growing commercial aviation market, with Airbus projecting a long-term earnings growth rate of 22.8% and Boeing at 17.9% [6][7][8] - The Zacks Consensus Estimate for 2025 sales for Airbus is $85.54 billion, reflecting a 14.4% increase, while Boeing's estimate stands at $85.66 billion, indicating a 28.8% jump [7][8] Group 5: Stock Performance - Over the past year, Embraer shares have increased by 63.8%, significantly outperforming the industry growth of 13% [9]

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Boeing performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Boeing (BA) reported $22.75 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 34.9%. EPS of -$1.24 for the same period compares ...

Core Insights - Boeing announced significant program deliveries for both commercial and defense operations in the second quarter of 2025, with detailed financial results to be released on July 29 [1]. Commercial Airplanes Programs - In the second quarter of 2025, Boeing delivered a total of 150 commercial airplanes, with the breakdown as follows: - 737: 104 deliveries - 767: 9 deliveries - 777: 13 deliveries - 787: 24 deliveries - Year-to-date, total commercial airplane deliveries reached 280 [1]. Defense, Space & Security Programs - Boeing delivered a total of 36 defense, space, and security programs in the second quarter of 2025, with the following details: - AH-64 Apache (New): 2 deliveries - AH-64 Apache (Remanufactured): 10 deliveries - CH-47 Chinook (Renewed): 5 deliveries - F-15 Models: 3 deliveries - F/A-18 Models: 4 deliveries - KC-46 Tanker: 5 deliveries - MH-139: 4 deliveries - P-8 Models: 1 delivery - Commercial and Civil Satellites: 2 deliveries - Year-to-date, total defense program deliveries reached 62 [1].

Group 1: Airbus A330-900 Order - Airbus SE secured a firm order from Malaysia Aviation Group for 20 A330-900 widebody commercial aircraft, enhancing its commercial aircraft backlog and future revenue prospects [1][8] - The A330-900, powered by Rolls-Royce Trent 7000 engines, can fly up to 7,350 nautical miles (13,334 km) and is designed to reduce fuel consumption and CO2 emissions by 25% compared to previous generation aircraft [2][8] Group 2: Market Demand and Growth - Rising air passenger traffic and demand for fuel-efficient aircraft are driving growth in the commercial aviation market [3] - Airbus expects the global passenger fleet to nearly double from 2025 to 2044, with a demand for 43,420 new commercial jets, translating into significant revenue growth [4][8] - In Q1 2025, Airbus' commercial aircraft activities generated a 4% year-over-year revenue growth, with a Zacks Consensus Estimate suggesting a 12.9% annual improvement in 2025 revenues [4][5] Group 3: Competitors and Industry Outlook - Other aerospace companies like Boeing, Embraer, and Textron are also expected to benefit from rising jet demand, with Boeing's long-term earnings growth rate at 18.1% and a 25.6% improvement in 2025 sales [6][7][9] - Embraer, the third-largest commercial aircraft manufacturer, has a 15.4% improvement forecast for 2025 sales, while Textron has a long-term earnings growth rate of 10% [7][9] Group 4: Stock Performance - Over the past six months, Airbus shares have increased by 26.8%, outperforming the industry's growth of 21.4% [10]

Core Insights - Airbus SE secured a firm order from Riyadh Air for 25 A350-1000 aircraft, with the potential for an additional 25, enhancing its global position in the A350 market and expected to boost future revenues once deliveries commence [1][9] Group 1: Airbus A350 Features and Demand - The A350 family offers the longest-range capability among commercial airliners, achieving at least 20% fuel savings and reducing CO2 emissions, with a goal of operating on 100% Sustainable Aviation Fuel (SAF) by 2030 [2][9] - The A350 has received over 1,390 firm orders from more than 60 customers globally, with 657 aircraft currently in service as of May [3] Group 2: Market Growth and Revenue Projections - Rising air passenger traffic and demand for fuel-efficient aircraft are driving growth in the commercial aviation market, with Airbus forecasting a demand for 43,420 new aircraft deliveries over the next 20 years [4][5] - In 2024, Airbus reported a 6% year-over-year revenue growth from commercial aircraft activities, supported by a 4.2% increase in deliveries [5][6] - The Zacks Consensus Estimate predicts a 10.4% annual revenue improvement for Airbus in 2025 and 2026, indicating continued growth [6] Group 3: Competitor Insights - Boeing, a major competitor, has a long-term earnings growth rate of 18.1% and is expected to see a 25.6% improvement in 2025 sales [7][8] - Embraer, the third-largest commercial aircraft manufacturer, has an average earnings surprise of 150.60% over the last four quarters, with a projected 15.9% sales improvement in 2025 [8] - Textron, known for business jets, has a long-term earnings growth rate of 10% and a 6.6% sales improvement forecast for 2025 [10] Group 4: Stock Performance - Over the past year, Airbus shares have increased by 16.1%, outperforming the industry growth of 14.5% [11]

Core Viewpoint - Boeing's reliance on imported components for aircraft manufacturing is under scrutiny due to potential tariffs, which could negatively impact its profitability and the overall U.S. trade surplus in the aviation sector [1][2]. Group 1: Trade and Tariffs - The U.S. government has initiated an investigation into the import of aircraft and components, considering tariffs that could affect Boeing's business model of importing low-cost parts and exporting high-priced aircraft [1]. - In 2024, the U.S. is projected to import $62.1 billion worth of aircraft while exporting $123.6 billion, highlighting a significant trade surplus in the aviation industry [2]. - The investigation will assess the dependency on foreign suppliers and potential subsidies from foreign governments, with a focus on national security implications [1]. Group 2: Boeing's Financial Challenges - Boeing has reported a net loss for 11 consecutive quarters, and increased costs from tariffs on imported components could further strain its financial performance [2][3]. - The CEO of Boeing, Kelly Ortberg, mentioned the possibility of seeking tariff refunds, indicating the company's concern over rising import costs [2]. Group 3: Supply Chain and Production Issues - The global aircraft industry has established an international division of labor, with significant contributions from Japanese manufacturers, which could be disrupted by potential tariffs [2][3]. - Boeing's production has been hampered by quality issues, leading to a backlog of 5,648 unfulfilled orders, which could take 6 to 7 years to clear [3]. - The average monthly delivery of components for the 787 aircraft has dropped to about 5 units, only one-third of pre-pandemic levels, indicating severe supply chain disruptions [3].