Bank of America analysts have reiterated a ‘Buy' rating and a $270 price objective for Boeing Co (NYSE:BA, XETRA:BCO), describing the company's current path as "an execution story that has wings." The bank wrote in a note that while the fourth quarter of 2025 highlighted several industrial obstacles, the planemaker's fundamental recovery remains solid.
BA lands a $2.81B deal to modernize South Korea's F-15K jets, locking in long-term defense work through 2037 and deepening its global military footprint.
Boeing delivered strong Q4 and FY2025 results, beating estimates and achieving a 56.8% YoY revenue increase, driven by robust commercial aircraft demand. BA's backlog exceeds 6,100 aircraft, valued at roughly $700 billion, with diversified orders and record deliveries supporting sustained growth momentum. Valuation metrics indicate BA trades in line with industry peers and justifies a slight premium due to improved growth and financial performance.
Boeing reached a new contract on Friday with about 1,600 white-collar workers with the former Spirit AeroSystems, which it re-acquired in December.
Forget the earnings. Forget the guidance.
BA's Q4 reports a loss of $1.91 per share, revenues surge 57% and deliveries jump, helping cap a sharp full-year turnaround.
The Boeing Company (BA) Q4 2025 Earnings Call Transcript
The headline numbers for Boeing (BA) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Boeing (BA) came out with a quarterly loss of $1.91 per share versus the Zacks Consensus Estimate of a loss of $0.4. This compares to a loss of $5.9 per share a year ago.
Boeing Beats On Orders, Airbus Wins Deliveries: Why Winning Still Feels Like Losing
Boeing Co (NYSE:BA, XETRA:BCO) reported better-than-expected fourth quarter financial results, driven by increased commercial aircraft deliveries and a gain tied to the sale of a business unit. The aerospace manufacturer posted Q4 revenue of $23.95 billion, up 57% from a year earlier and above analysts' expectations of $22.6 billion.
Boeing reported a surprisingly large fourth-quarter profit and beat revenue expectations by a wide margin.