BA Earnings Prediction
The chart below shows how BA performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BA sees a -1.19% change in stock price 10 days leading up to the earnings, and a +0.74% change 10 days following the report. On the earnings day itself, the stock moves by +1.12%. This data can give you a slight idea of what to expect for the next quarter's release.
BA Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
15.24B
-30.77%
-14.56%
Gross Margin
-10.43%
-185.14%
-46.95%
Operating Margin
-20.25%
-1682.03%
50.33%
Net Margin
-25.33%
17992.86%
-26.81%
EPS
-5.31
-13175.00%
-46.74%
No Data Available
BA Earnings Analysis
Boeing Co Corporation (BA.N) Earnings Conference Call
Positive
Strong Market Demand: Boeing's backlog exceeded $50 billion, demonstrating strong market confidence and demand for its products.
Airplane Deliveries Increase: The company delivered 57 airplanes in the quarter, with a notable increase in deliveries of the 737 MAX, reaching 36 airplanes, including 18 in December.
Record Operating Margins: Boeing Global Services achieved record operating margins of 19.5%, reflecting a 6% revenue increase driven by higher commercial volume.
Defense Orders and Backlog: Boeing Defense and Space secured $8 billion in orders during the quarter, contributing to a backlog of $64 billion, indicating robust demand for defense products.
Cash and Marketable Securities: The company ended the quarter with $2.63 billion in cash and marketable securities, bolstered by a successful $24 billion capital raise in October.
Negative
Revenue Decline Analysis: Revenue decreased by 31% to $1.52 billion, primarily due to lower commercial deliveries linked to the IAM work stoppage.
Core Loss Impact Analysis: Core loss per share was $5.90, reflecting impacts from the IAM work stoppage and charges on defense programs.
Free Cash Flow Analysis: Free cash flow usage was $410 million for the quarter, driven by lower commercial deliveries and unfavorable working capital timing.
Operating Margin Decline: Boeing Commercial Airplanes (BCA) reported an operating margin of -43.9%, primarily due to the IAM work stoppage and pre-tax charges of $110 million on the 777X and 767 programs.
Defense Revenue Decline: Boeing Defense and Space (BDS) revenue fell 20% year-over-year to $540 million, with an operating margin of -41.9%, impacted by program charges and lower volume.
BA FAQs
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BA Earning Call Sentiment
Earnings call transcript: Boeing Q4 2024 reports significant EPS miss
BA.N
0.46%Positive
The earnings call reveals several challenges for Boeing, including a significant revenue decline, negative margins, and negative free cash flow. Despite some positive notes, such as the Spirit integration and potential improvements in production rates, the overall financial performance is weak. The Q&A section highlights uncertainty around production timelines and cash flow dynamics, which may further concern investors. Given these factors, the sentiment is negative, and the stock price is likely to see a decline in the short term.
