Boeing showed significant progress in commercial airplane deliveries and backlog growth, but faced notable challenges with certification delays and production margins. The defense and space segments also exhibited positive developments.

Company Guidance

During Boeing's Second Quarter 2025 Earnings Conference Call, the company provided a comprehensive overview of its operational progress and financial performance. Boeing delivered 150 commercial jets in the quarter, contributing to a revenue of $22.7 billion, up 35% year-over-year. The company achieved a production rate of 38 737 airplanes per month and is on track to request FAA approval for an increase to 42 per month. The 787 program stabilized at a production rate of 7 airplanes per month, with plans for future rate increases. Boeing's defense sector secured a $2.8 billion contract with the U.S. Space Force, while Boeing Global Services continued strong performance with a revenue of $5.3 billion and a 19.9% operating margin. Overall, Boeing's backlog increased by $60 billion, reaching $522 billion, with 5,900 airplanes in line for production, translating to over seven years of production at current rates. The company anticipates positive free cash flow in the fourth quarter, subject to favorable trade conditions and delivery performance.

Record-Breaking Commercial Airplane Deliveries

Boeing delivered 150 commercial jets in the quarter and 280 in the first half of the year, the most since 2018.

Largest Wide-Body Order Ever

Boeing announced its largest wide-body order ever for up to 210 commercial airplanes.

Increased Production Rates

Achieved a production rate of 38 737 airplanes per month, with plans to request an increase to 42 per month.

Strong Demand and Order Backlog

Boeing's commercial airplane backlog increased by more than $60 billion sequentially, ending at $522 billion.

Boeing Global Services Performance

BGS delivered strong financial results with a revenue of $5.3 billion, up 8% year-over-year, and an operating margin of 19.9%.

Positive Steps in Defense and Space

Secured a $2.8 billion contract with the U.S. Space Force and achieved milestones with MQ-25 and T-7 programs.

Boeing (BA) Earnings, Revenues Date & History

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BA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	-0.41 / -	-10.44	―	―	―
Jul 29, 2025	2025 (Q2)	-1.40 / -1.24	-2.9	57.24% (+1.66)
Apr 23, 2025	2025 (Q1)	-1.17 / -0.49	-1.13	56.64% (+0.64)
Jan 28, 2025	2024 (Q4)	-3.25 / -5.90	-0.47	-1155.32% (-5.43)
Oct 23, 2024	2024 (Q3)	-10.36 / -10.44	-3.26	-220.25% (-7.18)
Jul 31, 2024	2024 (Q2)	-1.96 / -2.90	-0.82	-253.66% (-2.08)
Apr 24, 2024	2024 (Q1)	-1.63 / -1.13	-1.27	11.02% (+0.14)
Jan 31, 2024	2023 (Q4)	-0.72 / -0.47	-1.75	73.14% (+1.28)
Oct 25, 2023	2023 (Q3)	-3.18 / -3.26	-6.18	47.25% (+2.92)
Jul 26, 2023	2023 (Q2)	-0.91 / -0.82	-0.37	-121.62% (-0.45)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

BA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$236.41	$226.08	-4.37%
Apr 23, 2025	$162.52	$172.37	+6.06%
Jan 28, 2025	$175.16	$177.78	+1.50%
Oct 23, 2024	$159.88	$157.06	-1.76%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.