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
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.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy BA?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on BA
Wall Street analysts forecast BA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BA is 252.43 USD with a low forecast of 150.00 USD and a high forecast of 285.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
17 Analyst Rating
14 Buy
2 Hold
1 Sell
Strong Buy
Current: 241.590
Low
150.00
Averages
252.43
High
285.00
Current: 241.590
Low
150.00
Averages
252.43
High
285.00
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.
Air India Orders 30 More Boeing 737 MAX Jets to Expand Fleet
- Order Expansion: At the Wings Airshow in Hyderabad, Air India announced an order for 30 additional Boeing 737 MAX jets, bringing its total Boeing order book to nearly 200 airplanes, reflecting strong demand in one of the fastest-growing aviation markets.
- Model Selection: The order includes 20 737-8 and 10 737-10 aircraft, aimed at enhancing operational efficiency on domestic and regional routes to meet rising travel demand, thereby solidifying its market position.
- Strategic Goals: Air India CEO Campbell Wilson stated that this incremental purchase is part of their broader fleet strategy to establish the airline as a world-class global carrier, supporting steady deliveries and fleet upgrades planned over the coming years.
- Market Outlook: Boeing's Commercial Market Outlook forecasts that the Indian and South Asian region will require nearly 3,300 new airplanes over the next two decades, with 90% being single-aisle jets, highlighting the immense potential of the aviation market in this region.
Continue Reading
The Battle Over Dividends for Defense Stocks
- Defense Stocks Potential: The article discusses whether defense stocks can provide both dividends and growth driven by capital spending.
- Income Investors' Interest: Income investors are particularly focused on the performance of defense stocks in terms of returns and growth opportunities.
Continue Reading