U.S. planemaker Boeing sent a new contract offer on Thursday to the union representing roughly 3,200 factory workers at Boeing's defense division, mostly in the St. Louis area.
Boeing said it will further delay the launch of two new 737 Max variants to 2026. The delays come as the planemaker wrestles with a potential issue regarding the plane's deicing.
The Boeing Company (NYSE:BA ) Q2 2025 Earnings Conference Call July 29, 2025 10:30 AM ET Company Participants Brian J. West - Executive VP of Finance & CFO Eric Hill - Vice President of Investor Relations Robert K.
Boeing (BA) posted better-than-expected sales and it slashed its red ink as deliveries increased.
Boeing's stock has outperformed the S&P 500 recently, driven by strong June delivery and order data, reinforcing my bullish outlook. June saw 116 gross orders and 60 deliveries, with year-to-date orders and deliveries up significantly versus last year, signaling robust demand. The delivery surge in June suggests Boeing is stabilizing 737 MAX production and is positioned for a multi-year production rate increase.
While the top- and bottom-line numbers for Boeing (BA) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Boeing Co (NYSE:BA, ETR:BCO) reported a surge in revenue and a narrower loss for the second quarter, driven by increased commercial airplane deliveries and strong order intake. Revenue was up 35% year-over-year at $22.75 billion, above Wall Street estimates of $21.86 billion.
BA narrows its Q2 loss and beats revenue estimates with 35% growth, driven by gains across all major business segments.
Boeing (BA) came out with a quarterly loss of $1.24 per share versus the Zacks Consensus Estimate of a loss of $1.54. This compares to a loss of $2.9 per share a year ago.
Boeing has generally been in a sustained recovery since Kelly Ortberg took over as CEO a year ago (See “Boeing Continues It's Upward Climb in First Half of 2025,” Forbes.com, July 14, 2025), so the announcement Sunday of a potential strike by the 3,200 members of the International Association of Machinists (IAM) was unwelcome news.
Boeing is set to report its second-quarter earnings before the bell. Wall Street analysts expect Boeing will halve its second-quarter loss from a year ago.
Union members who assemble Boeing's fighter jets in the St. Louis area have “overwhelmingly voted” to reject the company's contract offer on Sunday, with the company now preparing for an imminent strike.