Boeing (NYSE:BA) Announces Earnings Results

Boeing (NYSE:BA) issued its earnings results on Tuesday. The aircraft producer reported ($0.76) EPS for the quarter, missing the consensus estimate of ($0.28) by ($0.48), FiscalAI reports. The business had revenue of $24.56 billion for the quarter, compared to the consensus estimate of $24.26 billion. The business’s revenue was up 8.0% on a year-over-year basis. During the same period last year, the firm earned ($1.24) EPS.

Boeing Stock Performance

BA stock opened at $217.91 on Tuesday. The business’s 50-day moving average price is $219.17 and its two-hundred day moving average price is $224.20. The company has a current ratio of 1.18, a quick ratio of 0.35 and a debt-to-equity ratio of 7.42. The firm has a market cap of $171.78 billion, a PE ratio of 106.60 and a beta of 1.21. Boeing has a 1-year low of $176.77 and a 1-year high of $254.35.

Key Headlines Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Revenue and deliveries exceeded expectations: Boeing reported second-quarter 2026 revenue of $24.6 billion, up 8% year over year and ahead of the $24.26 billion consensus estimate. Commercial Airplanes delivered 171 aircraft, helping revenue reach $11.8 billion. Reuters article
• Positive Sentiment: Cash generation and backlog improved: Operating cash flow was $1.4 billion, while free cash flow rebounded to roughly $631 million. Total backlog reached a record $715 billion, including more than 6,200 commercial aircraft, supporting the investment case for Boeing’s turnaround. Boeing second-quarter results
• Positive Sentiment: Production recovery remains a key catalyst: Boeing continues to ramp up 737 MAX production, while its Global Services segment produced $5.3 billion in revenue and an 18.1% operating margin. Management reaffirmed its full-year cash-flow outlook, reinforcing expectations that the recovery is progressing.
• Neutral Sentiment: Defense performance was mixed: Defense, Space & Security generated $7.5 billion in revenue but posted a 0.2% operating margin loss. The strong sales contribution helped overall revenue, although profitability remains a concern.
• Negative Sentiment: Air Force One costs widened the loss: Boeing recorded a $280 million charge on the delayed replacement program, contributing to a $428 million GAAP net loss. Core loss per share was $0.76, versus the $0.28 loss analysts expected, although the loss narrowed from $612 million a year earlier. CNBC article
• Negative Sentiment: New 737 MAX inspections add a safety overhang: The FAA instructed airlines to inspect seat installation on 453 737 MAX aircraft after reports that some seats were improperly secured. The estimated cost is modest at about $2.7 million, but the issue renews scrutiny of Boeing’s manufacturing quality and regulatory risks.

Insider Activity

In other Boeing news, Director Bradley D. Tilden purchased 1,370 shares of the stock in a transaction on Wednesday, May 20th. The stock was bought at an average cost of $218.50 per share, for a total transaction of $299,345.00. Following the completion of the acquisition, the director directly owned 1,370 shares of the company’s stock, valued at $299,345. The trade was a ? increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.10% of the stock is owned by company insiders.

Hedge Funds Weigh In On Boeing

Institutional investors have recently modified their holdings of the business. Alyeska Investment Group L.P. raised its holdings in Boeing by 245.7% during the 4th quarter. Alyeska Investment Group L.P. now owns 2,252,450 shares of the aircraft producer’s stock worth $489,052,000 after buying an additional 1,600,909 shares during the period. Viking Global Investors LP lifted its holdings in shares of Boeing by 31.3% in the fourth quarter. Viking Global Investors LP now owns 3,953,087 shares of the aircraft producer’s stock valued at $858,294,000 after purchasing an additional 942,536 shares in the last quarter. Adage Capital Partners GP L.L.C. lifted its holdings in shares of Boeing by 90.6% in the fourth quarter. Adage Capital Partners GP L.L.C. now owns 1,534,944 shares of the aircraft producer’s stock valued at $333,267,000 after purchasing an additional 729,708 shares in the last quarter. Hill City Capital LP acquired a new position in shares of Boeing during the fourth quarter worth about $112,573,000. Finally, First Trust Advisors LP lifted its stake in Boeing by 187.0% in the 4th quarter. First Trust Advisors LP now owns 734,263 shares of the aircraft producer’s stock valued at $159,423,000 after acquiring an additional 478,380 shares in the last quarter. Institutional investors own 64.82% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on BA. Wells Fargo & Company assumed coverage on Boeing in a research note on Wednesday, April 1st. They set an “overweight” rating and a $250.00 price objective for the company. Weiss Ratings restated a “sell (d+)” rating on shares of Boeing in a report on Tuesday, July 21st. Tigress Financial boosted their target price on Boeing from $290.00 to $295.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Citigroup upped their price target on Boeing from $256.00 to $260.00 and gave the company a “buy” rating in a research note on Monday, May 18th. Finally, Wolfe Research reiterated an “outperform” rating and issued a $275.00 price target on shares of Boeing in a research report on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, four have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $261.53.

Boeing Company Profile

Boeing Company (NYSE: BA) is an American multinational corporation that designs, manufactures and services commercial airplanes, defense systems, and space and security technologies. Founded in 1916 by William E. Boeing in Seattle, the company today operates as an integrated aerospace and defense contractor with a global customer base. Boeing relocated its corporate headquarters to Arlington, Virginia in 2022 and maintains extensive engineering, manufacturing and service operations across the United States and around the world.

Boeing’s principal lines of business include Commercial Airplanes, which produces and supports a range of jetliners used by airlines globally; Defense, Space & Security, which develops military aircraft, rotorcraft, surveillance and reconnaissance systems, satellites, and launch and missile systems; and Boeing Global Services, which provides aftermarket maintenance, training, spare parts, digital analytics and logistics support.