Boeing Company

Boeing delivered a meaningful step forward in its recovery story in Q2 2025, posting a non-GAAP core loss of $1.24 per share against a consensus estimate of $1.31 — a 5.53% beat — while revenue of $22.75 billion topped expectations by 4.75% and surged 34.9% year-over-year. The standout driver was a dramatic acceleration in commercial airplane deliveries, with 150 aircraft handed to customers during the quarter, a 63% jump from 92 in Q2 2024, as the 737 program reached a production rate of 38 per month. Operating cash flow swung to a positive $227 million, a striking reversal from negative $3.92 billion a year ago, signaling that the <a href="https://247wallst.com/investing/2025/12/05/lockheed-delivers-steady-defense-profits-as-boeing-burns-billions-ramping-production/">costly production ramp</a> is beginning to yield results. A $445 million DOJ settlement charge weighed on GAAP results, contributing to a net loss of $612 million. CEO Kelly Ortberg signaled cautious optimism, noting the company intends to stabilize 737 output before seeking FAA approval to push rates to 42 per month later this year.