Boeing Exceeds Q4 Revenue Expectations Amid Turnaround
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 27 2026
0mins
Source: CNBC
- Significant Revenue Growth: Boeing reported $23.9 billion in revenue for Q4 2025, a 57% increase year-over-year that surpassed analysts' expectations of $22.6 billion, indicating a gradual recovery after years of crisis.
- Rising Delivery Numbers: The company delivered 600 airplanes last year, nearly double the number from 2024 and the highest since 2018, demonstrating a substantial increase in production capacity.
- Strong Cash Flow: Boeing's cash flow reached $400 million in Q4, nearly double Wall Street's expectations, reflecting improvements in operational efficiency and financial health.
- Market Demand Rebound: Boeing secured 1,173 net orders in 2025, outpacing Airbus's 889, highlighting strong demand from airlines looking to grow and replace older aircraft in the coming decade.
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Analyst Views on DAL
Wall Street analysts forecast DAL stock price to rise
18 Analyst Rating
18 Buy
0 Hold
0 Sell
Strong Buy
Current: 71.110
Low
77.00
Averages
83.50
High
90.00
Current: 71.110
Low
77.00
Averages
83.50
High
90.00
About DAL
Delta Air Lines, Inc. provides scheduled air transportation for passengers and cargo throughout the United States and around the world. The Company has hubs and markets in Amsterdam, Atlanta, Bogota, Boston, Detroit, Lima, London-Heathrow, Los Angeles, Mexico City, Minneapolis-St. Paul, New York-JFK and LaGuardia, Paris-Charles de Gaulle, Salt Lake City, Santiago (Chile), Sao Paulo, Seattle, Seoul-Incheon, and Tokyo. Its segments include Airline and Refinery. Its airline segment is managed as a single business unit that provides scheduled air transportation for passengers and cargo throughout the United States and around the world and includes its loyalty program, as well as other ancillary businesses. Its refinery segment operates for the benefit of the airline segment by providing jet fuel to the airline segment from its own production and through jet fuel obtained through agreements with third parties. The refinery's production consists of jet fuel as well as non-jet fuel products.
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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