Boeing Q2 Earnings Top Expectations, Stock Rises on Higher Deliveries and Revenue Growth

Boeing reported a narrower-than-expected loss in Q2 and delivered revenue growth, marking progress in its operational turnaround. The company beat Wall Street estimates on both revenue and deliveries. Shares rose 2.7% in premarket trading. Boeing's results indicate a positive trend in the aerospace industry.

Boeing (NYSE:BA) reported its second-quarter (Q2) 2025 financial results, showcasing a narrower-than-expected loss and significant revenue growth, marking progress in its operational turnaround. The company beat Wall Street estimates on both revenue and deliveries, with shares rising 2.7% in premarket trading. Boeing's results indicate a positive trend in the aerospace industry.

The company reported revenue of $22.7 billion, an increase of 35% year-over-year, primarily driven by higher commercial deliveries [1]. Boeing posted a GAAP loss per share of ($0.92) and a core loss per share of ($1.24). Key operational highlights include 737 production reaching 38 aircraft per month and the delivery of 150 commercial airplanes. Commercial Airplanes secured 455 net orders, including significant orders from Qatar Airways and British Airways [1].

Operating cash flow was $0.2 billion with free cash flow of ($0.2) billion. Boeing maintained a strong liquidity position with $23.0 billion in cash and investments and $53.3 billion in debt [1].

Boeing's CEO, Kelly Ortberg, continues to implement his turnaround plan, with the company aiming to increase 737 Max production to 42 aircraft per month by mid-year and potentially reach a rate of 47 aircraft per month by the end of 2025 [2]. The company's stock has seen a significant rebound, up over 30% year-to-date, driven by positive trade developments and Ortberg's strategic moves [2].

Truist analyst Michael Ciarmoli sees promising momentum in the aerospace sector, highlighting Boeing's progress and the potential for strong earnings reports from other industry players [3]. Ciarmoli notes that Boeing's recovery could benefit small-cap aerospace stocks like Astronics Corporation (ATRO) and TAT Technologies (TATT) [3].

References:
[1] https://www.stocktitan.net/news/BA/boeing-reports-second-quarter-fz4emt7tkn4q.html
[2] https://finance.yahoo.com/news/boeing-q2-earnings-preview-ceo-ortbergs-turnaround-plan-expected-to-roll-on-163209150.html
[3] https://finance.yahoo.com/news/cleared-takeoff-truist-suggests-2-100336890.html