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01/09 10:15
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Boeing Co (BA) is set to release its FY2025Q3 earnings performance on 10/29 04:00:00 in Pre-Market trading. Consensus forecasts predict a revenue of 22.13B and an earnings per share (EPS) of -3.68 for the FY2025Q3. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
Boeing is predicted to deliver an earnings beat due to strong delivery momentum, robust defense contracts, and operational improvements.
Revenue Growth (Beat):
Delivery Momentum: Boeing announced 160 commercial deliveries in Q3 (up from 440 YTD), with a focus on 737 MAX ramp-up post-FAA approval to increase production to 42/month. This directly addresses the market’s concern about delivery volumes driving revenue.
Defense Contracts: $ 2.7B PAC-3 seeker deal, $461M Chinook orders, and MH-139A helicopter contracts provide stable, high-margin defense revenue.
Backlog Growth: Turkish Airlines’ 75 787 Dreamliners and Korean Air’s 103-jet order expand the commercial backlog, signaling future revenue visibility.
EPS (Beat):
Operational Efficiency: Analysts note improving supply chain discipline (e.g., Vertical Research highlights "cultural shifts" and "delivering on projections"). FAA approval for self-certification reduces regulatory friction.
Strike Costs Mitigated: While the IAM 837 strike impacted St. Louis operations, Boeing’s replacement hiring and mediation progress likely limited cost overruns.
Free Cash Flow (Neutral):
BCA Margin (Neutral):
Debt Reduction (Beat):
Key Risks: Strike resolution delays, 777X charge acceleration, or China export restrictions (Trump’s threat).
The earnings call summary presents a mixed picture. Positive aspects include increased production rates for 737 and 787, a $2.8 billion contract with the U.S. Space Force, and expected positive free cash flow by 2025. However, delays in 737 MAX certification, reliance on a favorable global trade environment, and potential production impacts due to lower-grade stockpiles next year temper enthusiasm. The Q&A section reveals management's lack of clarity on several issues, further contributing to a neutral outlook. Given these factors, the stock price is likely to remain stable in the short term.
The earnings call highlights a mix of positive and negative factors. The $4.9 billion charge for the 777X program and delays in certification are significant negatives. The Q&A reveals further concerns about cash flow and certification delays. While there are positive elements like improved operating margins and strategic production increases, the financial burden and uncertainties weigh heavily. The lack of clear guidance on cash flow targets and production challenges further dampen sentiment, leading to a negative outlook for the stock price over the next two weeks.
Boeing Co (BA) is scheduled to release its FY2025Q3 earnings report onOct 29, 2025, Pre-Market(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
Analysts' consensus predicts 22.13B in revenue and an EPS of -3.68 for Boeing Co's FY2025Q3.
Intellectia's exclusive AI algorithms forecast a Beat forBoeing Co's FY2025Q3 earnings, with a prediction date of Oct 29, 2025. Boeing Co Boeing is predicted to deliver an earnings beat due to strong delivery momentum, robust defense contracts, and operational improvements.
Leverage Intellectia's AI forecast to position trades ahead of theOct 29, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
Each prediction includes a detailed rationale, key indicator forecasts, and scenario probabilities to guide your trades. For a *Beat*, consider buying call options or shares; for a *Miss*, explore puts or hedging strategies. The prediction card provides actionable suggestions, like specific option strikes or hedging tips, tailored to your risk tolerance. Trade smart and turn insights into profits!
