Boeing (BA) is set to report its fourth-quarter 2025 results after the market closes on Tuesday, January 27. The stock is up about 14% year-to-date, supported by higher production across key jet programs and increased aircraft deliveries. According to TipRanks’ Options Tool, options traders expect about a 4.72% move in either direction in Boeing stock in reaction to Q4 2025 results.
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This implied move is higher than BA stock’s average post-earnings move (in absolute terms) of 4.1% over the past four quarters.
Meanwhile, Wall Street expects Boeing to report a narrower loss per share of $0.45 for Q4 2025 compared to $5.90 in the prior-year quarter. Revenue is expected to increase by 46% to $22.25 billion.
What to Watch in Boeing’s Earnings
Investors are likely to focus on these key areas in Boeing’s upcoming earnings report.
First, attention will be on aircraft production and deliveries, especially progress on the 737 MAX and 787 programs. Investors will want to see whether production rates continue to rise and if delivery volumes improved during the quarter. As the chart highlights, revenue from Boeing’s commercial airplanes business has been trending higher, reflecting improving production and delivery activity in recent quarters.
Second, the market will closely watch cash flow and margins. Boeing has been working to stabilize its finances after past disruptions, so investors will look for signs that higher deliveries are translating into better cash generation and improving margins.
Lastly, investors will look for guidance on operations, including supply chain conditions, quality controls, and the outlook for production, deliveries, and cash flow in 2026.
Is Boeing a Good Stock to Buy Right Now?
Turning to Wall Street, analysts have a Strong Buy consensus rating on BA stock based on 13 Buys, two Holds and one Sell assigned in the past three months, as indicated by the graphic below. After a 20.73% rally in its share price over the past year, the average BA price target of $248.77 per share implies 25.19% upside potential.
