Core Insights - Boeing's recent quarterly revenue reached nearly $24 billion, exceeding analysts' expectations of $22.6 billion and marking a 57% increase compared to the previous year [1] - The company has returned to profitability, providing optimism for investors [1] Financial Performance - The revenue comparison is against a weak fourth quarter of 2024, where revenue fell 31% year over year, and is significantly lower than the $24 billion generated in the final quarter of 2018 [2] - Boeing's market capitalization stands at $183 billion, with a current stock price of $233.94 [5] Order Backlog - Boeing has a record backlog of $682.2 billion in airplane orders as of the end of last year, with growth in this backlog appearing to accelerate [3] - The company projects a need for 43,600 new passenger jets in the air travel industry between 2025 and 2044, while the current active fleet consists of 30,300 planes, plus 5,250 in storage [4] Market Outlook - Although orders can be canceled, it is uncommon, and the demand for new aircraft is expected to remain strong [4] - The persistent growth of the backlog supports the notion that any temporary dips in Boeing's stock could represent long-term buying opportunities [6]

Core Insights - Geopolitical tensions are positively impacting Lockheed Martin's financial performance, although earnings per share of $5.80 in Q4 fell slightly short of the $5.85 expected by analysts [1] - The company's 2026 outlook projects net sales between $77.5 billion and $80 billion, slightly above consensus estimates of $77.9 billion [2] - Lockheed Martin has secured a deal with the Department of Defense to increase production of THAAD interceptors from 96 to 400 per year, with plans to invest billions in production expansion and facility modernization [2] - Record deliveries of F-35 fighter jets contributed to a 9.1% increase in sales in Q4, and positive sentiment was bolstered by potential increases in the defense budget for fiscal 2027 [3] Financial Performance - Lockheed Martin reported Q4 earnings of $5.80 per share, which was below analyst expectations [1] - The company anticipates net sales of $77.5 billion to $80 billion for 2026, aligning closely with market expectations [2] Production and Contracts - A significant agreement with the Department of Defense will quadruple THAAD interceptor production, indicating strong future demand [2] - Lockheed Martin plans to invest billions over the next three years to enhance production capabilities and modernize over 20 facilities [2] Market Context - The positive performance of Lockheed Martin follows a substantial 57% sales increase reported by Boeing, which generated $23.9 billion in Q4 [4] - Boeing delivered 600 airplanes in the last year, a significant increase from 348 the previous year, highlighting a robust aerospace market [4]

Group 1 - Boeing reported fourth-quarter revenue of $23.948 billion, exceeding analyst estimates of $22.470 billion [1] - The company delivered 160 airplanes in the quarter, indicating improved operational performance [1] - Boeing reported an adjusted loss of $1.91 per share, which was worse than Wall Street expectations of a loss of $0.39 per share [1] Group 2 - GAAP diluted earnings per share were $10.23, compared to a loss of $5.46 per share a year earlier [2] - Core earnings per share, a non-GAAP measure, were $9.92, compared to a loss of $5.90 [2] - Boeing shares closed at $244.56 on Tuesday [2] Group 3 - UBS analyst Gavin Parsons maintained a Buy rating on Boeing and raised the price target from $275 to $285 [3] - Citigroup analyst John Godyn also maintained a Buy rating and raised the price target from $270 to $290 [3]

Boeing reported a surprisingly large fourth-quarter profit and beat revenue expectations by a wide margin. ...

Could the airplane manufacturer finally go back to providing delivery or financial guidance? ...

The Boeing Company (NYSE:BA) will release earnings for its fourth quarter before the opening bell on Tuesday, Jan. 27.Analysts expect the Arlington, Virginia-based company to report fourth-quarter loss of 39 cents per share. That’s lesser from the loss of $5.90 per share in the year-ago period. The consensus estimate for Boeing's quarterly revenue is $22.47 billion (it reported $15.24 billion last year), according to Benzinga Pro.On Jan. 13, Boeing said it delivered 600 airplanes in 2025.Shares of Boeing ro ...

Boeing's stock gets a lift after it received orders for up to 60 more planes, a week after it received orders for up to 145 planes. ...

Airbus delivered 793 airplanes in 2025, industry sources said, reaching its key industrial target after the goal was reduced in the wake of production snags. ...

Core Insights - Airbus has delivered 585 airplanes in the first 10 months of the year, indicating strong performance in the aviation sector [1] - The company aims to deliver around 820 airplanes for the full year, with 235 remaining to meet this target [1] Delivery Performance - Total airplanes delivered by Airbus in the first 10 months: 585 [1] - Remaining airplanes to be delivered to reach the annual target: 235 [1] - Annual delivery target set by Airbus: approximately 820 airplanes [1]

Core Viewpoint - Freedom Capital analyst David Silver upgraded the airplane maker's shares to Buy from Hold, indicating a positive outlook for the company's stock performance [1] Summary by Category - **Analyst Upgrade** - The shares of the airplane maker were upgraded from Hold to Buy by analyst David Silver [1] - **Price Target Adjustment** - The price target for the company's shares was increased from $217 to $223, reflecting a more optimistic valuation [1]