Boeing Co (NYSE:BA, ETR:BCO) reported mixed financial results for the third quarter, with revenue topping expectations on higher commercial airplane deliveries. Revenue was $23.3 billion, up 30% from the year-ago quarter, and ahead of the Wall Street consensus estimates of $22.3 billion.
Boeing reported 3rd- quarter earnings and beat on revenue but missed on earnings.
Airplane deliveries rose and revenue surged while Boeing's defense and space business showed strength. But losses were wider than expected.
The company pushed back the first delivery of its new 777X model to 2027, citing regulatory hangups.
Boeing is expected to report a jump in revenue and a narrower loss over last year. Boeing is on track for its highest airplane deliveries since 2018.
Boeing has expanded its lead over Airbus in net airplane orders, driven by strong wide-body demand and increased production approval. Boeing's net order value surged to $83.7 billion, giving it a $37 billion lead over Airbus, though Airbus maintains a larger backlog and delivery lead. Airbus faces engine delivery delays, impacting single-aisle deliveries, while Boeing narrows the delivery gap with higher wide-body output and inventory drawdown.
A strike among machinists at Boeing's F-15 and Hornet factories is dragging into a third month. Their union said on Sunday that its members voted again to reject Boeing's latest contract offer.
The five-year offer was largely the same as offers previously rejected by union members.
St. Louis-area machinists have been on strike since early August.
The International Association of Machinists and Aerospace Workers union said on Sunday it voted to reject Boeing's latest contract offer, saying the company had failed to address the core priorities of its skilled and dedicated workforce.
Evaluate the expected performance of Boeing (BA) for the quarter ended September 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
A major operational overhang for The Boeing Company NYSE: BA has been lifted, propelling the aerospace sector giant's stock higher. On Oct. 17, 2025, the Federal Aviation Administration (FAA) gave Boeing the green light to increase its 737 MAX production rate to 42 aircraft per month.