Boeing Reports Non-GAAP EPS of -$7.47, Falling Short by $5.09, While Revenue of $23.27B Exceeds Expectations by $1.14B
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 29 2025
0mins
Should l Buy BA?
Source: SeekingAlpha
Q3 Earnings Report: Boeing reported a Q3 non-GAAP EPS of -$7.47, missing expectations by $5.09, while revenue increased by 30.4% year-over-year to $23.27 billion, surpassing estimates by $1.14 billion.
Production and Backlog: The company stabilized its 737 production at 38 units per month, with plans to increase to 42 per month following an agreement with the FAA; total backlog reached $636 billion, including over 5,900 commercial airplanes.
Stock Performance: Boeing's shares fell by 2.3% in after-hours trading following the earnings announcement.
Labor Issues: The strike at Boeing's St. Louis facility has entered its third month, with machinists rejecting a fourth contract offer.
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Analyst Views on BA
Wall Street analysts forecast BA stock price to rise
16 Analyst Rating
14 Buy
1 Hold
1 Sell
Strong Buy
Current: 189.210
Low
150.00
Averages
269.14
High
298.00
Current: 189.210
Low
150.00
Averages
269.14
High
298.00
About BA
The Boeing Company is an aerospace company. Its segments include Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS). Its BCA segment develops, produces and markets commercial jet aircraft principally for the commercial airline industry worldwide. Its family of commercial jet aircraft in production includes the 737 narrow-body model and the 767, 777 and 787 wide-body models. Its BDS segment is engaged in the research, development, production and modification of manned and unmanned military aircraft and weapons systems for strike, surveillance and mobility. Its BGS segment provides services to its commercial and defense customers worldwide. It sustains aerospace platforms and systems with a range of products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Aircraft Selection: The initial rollout will focus on domestic narrow-body planes, including newly ordered Boeing 737 Max 10s and some older 737s and Airbus A321s, aimed at enhancing passenger internet experience and meeting the rising bandwidth demands.
- Growing Market Demand: Delta's Chief Marketing Officer stated that passengers increasingly demand faster speeds and more bandwidth, prompting airlines to attract loyal customers with free Wi-Fi and leverage this opportunity for personalized advertising and potential shopping.
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