Boeing Set to Report Q2 Earnings: Expectations for Improved Revenue and Narrower Losses

Boeing (BA) is set to report Q2 earnings on July 29, with Wall Street expecting a narrower loss per share of $1.40 compared to $2.90 in the prior-year quarter. The company's commercial airplanes business is expected to drive growth due to strong travel demand, while the defense business is expected to benefit from increased spending. Analysts expect a 31% YoY increase in revenue to $22.15 billion, with investors looking for commentary on operational streamlining, delivery ramp-ups, and addressing quality concerns.

Boeing (BA) is scheduled to announce its second-quarter earnings on Tuesday, July 29, with Wall Street expecting a narrower loss per share of $1.40 compared to $2.90 in the prior-year quarter [1]. The company's commercial airplanes business is expected to drive growth due to strong travel demand, while the defense business is expected to benefit from increased spending.

Analysts project a 31% year-over-year (YoY) increase in revenue to $22.15 billion, with investors looking for commentary on operational streamlining, delivery ramp-ups, and addressing quality concerns [1]. Boeing's Q1 2025 results showed a net loss of $31 million (16 cents per share), a dramatic improvement from a $355 million loss in Q1 2024. Revenue surged 18% to $19.5 billion, driven by a 75% increase in commercial aircraft revenue to $8.15 billion [3].

The company delivered more aircraft than it estimated, with over 100 737s and 24 787s delivered in the quarter. Analysts expect Boeing to report a core loss per share of $0.91 on $22.1 billion in sales, with free cash flow expected to come in at about $1 billion [1]. Boeing's valuation metrics suggest a compelling entry point for patient investors, with a price-to-sales (P/S) ratio of 2.51, higher than its historical average but significantly lower than industry peers [3].

Wall Street has a Strong Buy consensus rating on Boeing stock based on 18 Buys and two Holds, with an average stock price target of $250.84, indicating 7.6% upside potential from current levels [1].

References:
[1] https://www.tipranks.com/news/boeing-ba-is-about-to-report-q2-earnings-heres-what-to-expect
[2] https://www.newagebd.net/post/mis/271348/bangladesh-to-buy-25-boeing-aircraft-from-us
[3] https://www.ainvest.com/news/boeing-ba-buy-q2-2025-earnings-strengthening-revenues-elevated-risks-2507/