Will BA's Q1 2025 earnings exceed expectations?

**Boeing's Q1 2025 earnings are likely to be in line with or slightly below expectations.** Here's a detailed analysis:

1. **Current Estimates**: The consensus estimate for BA's Q1 2025 earnings per share (EPS) is -$1.25, with an estimated revenue of $19.49 billion. This suggests that analysts are expecting a loss per share and a moderate level of revenue for the period.

2. **Recent Performance**: Boeing reported an EPS of $5.90 for Q1 2025, which missed the consensus estimate of $1.60 by $4.30. This recent performance indicates that the company has struggled to meet expectations.
3. **Analyst Opinions**: Zacks Research has a bearish outlook for Q1 2025 earnings, with an estimate of -$2.95 per share for the quarter. In contrast, other analysts at Zacks Research have a more optimistic view, raising their Q1 2026 earnings estimates to $1.32 per share. This discrepancy in estimates suggests that while some analysts are cautious, others believe there is potential for improvement.
4. **Market Sentiment**: Despite the challenges, there is some positive sentiment from analysts and institutional investors. For instance, JPMorgan Chase & Co., Susquehanna, and Citigroup have given Boeing an "overweight," "positive," and "buy" rating, respectively. Additionally, BOC Aviation's significant order could provide a boost to Boeing's stock.
5. **Potential Upside**: The potential upside for Boeing's stock is significant, with an average target price of $200.10, suggesting a 15.46% increase from the current price. This indicates that while the immediate outlook might be challenging, there is optimism for the future.

In conclusion, while there are some positive indicators for Boeing's future, the Q1 2025 earnings report is likely to reflect the current bearish sentiment, with earnings possibly below expectations. However, the potential for growth and the positive analyst ratings suggest that Boeing could be poised for a recovery in the coming quarters.