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.
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.