Boeing (NYSE:BA) is set to release its earnings on Tuesday, July 29, 2025. Historically, Boeing's stock has exhibited a pattern of negative one-day returns following earnings reports.
Boeing is facing another labor strike just months after resolving a contract dispute with workers in the Pacific Northwest. This stoppage could impact the defense business.
With the naming of Kelly Ortberg as the new CEO, and a Presidential Administration that wants to see American companies succeed within the global industrial complex, the significant black cloud that has surrounded Boeing has begun to lift. Analyst consensus is expecting $21.8 billion in revenue and a loss of $1.48 in earnings per share for Boeing for Q2 2025 as it tries to exit its worst business slump and loss of market confidence in its history. It appears as of late July '25 that BA will be far more profitable in 2026, and revenue is expected to grow from 2025 to 2026 by $13-15 billion.
The aerospace giant is preparing for an imminent strike.
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.
Bangladesh has ordered 25 aircraft from Boeing and ramped up imports of key American goods in an effort to defuse trade tensions and bring down the steep tariffs imposed by the Trump administration, a senior official said on Sunday.
Boeing has been on an upswing since CEO Kelly Ortberg took over the top job a year ago. Wall Street analysts expect the aircraft manufacturer to halve its second-quarter losses from a year ago when it reports earnings this week.
A U.S. judge has rescheduled a hearing on the Justice Department and Boeing's request to approve an agreement that allows the planemaker to avoid prosecution on a charge stemming from two fatal 737 MAX plane crashes that killed hundreds people.
Besides Wall Street's top-and-bottom-line estimates for Boeing (BA), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
Despite Boeing's recent missteps and damaged reputation, I believe incoming orders from trade war dynamics and duopoly status provide strong investment tailwinds. BA is central to U.S. reindustrialization and defense efforts, with major international aircraft orders and new military contracts supporting future growth. Profitability remains a concern, but I expect the company to recover margins over time and grow into its current valuation, making short-term overvaluation less worrisome.
Boeing (BA) reached $233.88 at the closing of the latest trading day, reflecting a +2.36% change compared to its last close.