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Q1 25 EPS
$-0.49
BEAT +62.39%
Est. $-1.30
Q1 25 Revenue
$19.50B
MISS 1.50%
Est. $19.79B
vs S&P Since Q1 25
-12.1%
TRAILING MARKET
BA +26.9% vs S&P +39.0%
Market Reaction
Did BA Beat Earnings? Q1 2025 Results
Boeing posted a sharper-than-expected narrowing of losses in Q1 2025, with an adjusted loss per share of $-0.49 that handily cleared the consensus estimate of $-1.30, a 62.39% beat, as the planemaker's recovery under CEO Kelly Ortberg gained visible … Read more Boeing posted a sharper-than-expected narrowing of losses in Q1 2025, with an adjusted loss per share of $-0.49 that handily cleared the consensus estimate of $-1.30, a 62.39% beat, as the planemaker's recovery under CEO Kelly Ortberg gained visible traction. Revenue rose 17.7% year-over-year to $19.50 billion, just shy of the $19.79 billion Wall Street had anticipated, but the headline miss did little to obscure the operational progress driving the story: commercial airplane deliveries surged 57% to 130 units, lifting Commercial Airplanes segment revenue 75% to $8.15 billion and helping swing consolidated operating results to a $461 million profit from a $86 million loss a year ago. Free cash flow remained negative at $-2.29 billion, though it improved meaningfully from $-3.93 billion in the prior-year quarter. A complicating wrinkle emerged as China halted aircraft deliveries amid trade tensions, forcing Boeing to remarket jets originally bound for Chinese carriers. Looking ahead, Boeing is targeting 737 production of 38 per month this year and expects the 787 to ramp from five to seven monthly, with 777-9 first delivery still on track for 2026.
Key Takeaways
- • Commercial airplane deliveries increased 57% year-over-year to 130 units
- • 737 production gradually increased in the quarter
- • Improved operational performance across businesses from focus on safety and quality
- • Global Services maintained strong 18.6% operating margin reflecting favorable performance and mix
BA YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
BA Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our company is moving in the right direction as we start to see improved operational performance across our businesses from our ongoing focus on safety and quality.”
— Kelly Ortberg, Q1 2025 Earnings Press Release
BA Earnings Trends
BA vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
BA EPS Trend
Earnings per share: estimate vs actual
BA Revenue Trend
Quarterly revenue: estimate vs actual
BA Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | $-0.20 | — | $22.22B | — |
| Q4 25 BEAT FY | $0.03 | $9.92 | +32,966.67% | $23.95B | — |
| FY Full Year | $-9.59 | $1.19 | +112.41% | $89.46B | +1.18% |
| Q3 25 MISS | $-2.38 | $-7.47 | -214.45% | $23.27B | +5.16% |
| Q2 25 BEAT | $-1.31 | $-1.24 | +5.53% | $22.75B | +4.75% |
| Q1 25 BEAT | $-1.30 | $-0.49 | +62.39% | $19.50B | -1.50% |