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BA

The Boeing·NYSE
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BA fundamentals

The Boeing (BA) released its earnings on Jan 27, 2026: revenue was 23.95B (YoY +57.13%), beat estimates; EPS was 9.92 (YoY +268.14%), beat estimates.
Revenue / YoY
23.95B
+57.13%
EPS / YoY
9.92
+268.14%
Report date
Jan 27, 2026
BA Earnings Call Summary for Q4,2025
  • Record Performance: 600+ deliveries and 1,100+ orders in 2025, with 737 MAX production at 42/month and 787 at 8/month.
  • Financial Strength: Q4 2025 revenue $23.9B, EPS $9.92 (includes divestiture gain); 2026 free cash flow projected $1-3B.
  • Key Risks: $1B Spirit integration impact, 777X engine durability issue, and $565M KC-46 tanker charge.
  • Growth Drivers: BGS margin expansion (18.6%), 737-10 certification progress, and Spirit AeroSystems synergies.
  • Strategic Focus: 2026 rate increases (737 to 47/month, 787 to 10/month), 777X first delivery in 2027, and $10B+ free cash flow by 2029.
EPS
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Q1,2018
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Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
-1.7-4.79-1.39-15.25-1.530.4-0.6-7.69-2.75-0.37-6.18-1.75-1.27-0.82-3.26-0.47-1.13-2.9-10.44-5.9-0.49-1.24-7.479.92
Forecast
-1.6709-2.5513-2.3085-1.689-1.0488-0.8294-0.198-0.3748-0.2539-0.14030.10850.1805-1.0735-0.9106-3.181-0.7181-1.6326-1.9547-10.3546-3.2464-1.1717-1.395-5.1612-0.44
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
-1.74%
-87.75%
+39.79%
-802.90%
-45.88%
+148.23%
-203.03%
-1951.76%
-983.10%
-163.72%
-5795.85%
-1069.53%
-18.30%
+9.95%
-2.48%
+34.55%
+30.79%
-48.36%
-0.82%
-81.74%
+58.18%
+11.11%
-44.73%
+2354.55%
Revenue
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Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------------------16.91B11.81B14.14B15.30B15.22B17.00B15.28B14.79B13.99B16.68B15.96B19.98B17.92B19.75B18.10B22.02B16.57B16.87B17.84B15.24B19.50B22.75B23.27B23.95B
Forecast
--------------------------------17.32B12.95B14.20B15.06B15.23B16.60B16.37B16.54B16.02B17.57B17.91B20.32B17.52B18.59B18.01B21.22B16.24B17.34B17.81B15.72B19.36B22.15B22.06B22.17B
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
-2.38%
-8.85%
-0.42%
+1.62%
-0.12%
+2.41%
-6.67%
-10.57%
-12.67%
-5.08%
-10.92%
-1.66%
+2.31%
+6.23%
+0.50%
+3.76%
+2.05%
-2.72%
+0.14%
-3.04%
+0.71%
+2.68%
+5.50%
+8.02%

Earnings Call