Boeing (NYSE:BA) Announces Earnings Results

Boeing (NYSE:BA) posted its quarterly earnings results on Tuesday. The aircraft producer reported ($0.76) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.28) by ($0.48), FiscalAI reports. The business had revenue of $24.56 billion for the quarter, compared to the consensus estimate of $24.26 billion. Boeing’s revenue was up 8.0% on a year-over-year basis. During the same quarter last year, the company earned ($1.24) EPS.

Boeing Stock Performance

Shares of BA stock opened at $215.09 on Tuesday. Boeing has a one year low of $176.77 and a one year high of $254.35. The company has a market cap of $169.55 billion, a P/E ratio of 105.79 and a beta of 1.21. The firm has a 50-day moving average of $219.17 and a 200-day moving average of $224.20. The company has a debt-to-equity ratio of 7.42, a current ratio of 1.18 and a quick ratio of 0.35.

Insider Activity at Boeing

In related news, Director Bradley D. Tilden purchased 1,370 shares of Boeing stock in a transaction that occurred on Wednesday, May 20th. The stock was bought at an average price of $218.50 per share, for a total transaction of $299,345.00. Following the completion of the transaction, the director owned 1,370 shares in the company, valued at $299,345. This represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this hyperlink. 0.10% of the stock is owned by insiders.

Hedge Funds Weigh In On Boeing

A number of large investors have recently added to or reduced their stakes in the business. Charles Schwab Investment Management Inc. boosted its holdings in Boeing by 3.3% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 4,370,415 shares of the aircraft producer’s stock valued at $948,905,000 after acquiring an additional 138,469 shares during the period. Viking Global Investors LP grew its holdings in shares of Boeing by 31.3% in the fourth quarter. Viking Global Investors LP now owns 3,953,087 shares of the aircraft producer’s stock worth $858,294,000 after purchasing an additional 942,536 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in Boeing by 2.0% during the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,967,566 shares of the aircraft producer’s stock valued at $644,318,000 after buying an additional 58,264 shares during the last quarter. Alyeska Investment Group L.P. grew its holdings in Boeing by 245.7% in the 4th quarter. Alyeska Investment Group L.P. now owns 2,252,450 shares of the aircraft producer’s stock worth $489,052,000 after acquiring an additional 1,600,909 shares during the last quarter. Finally, Amundi increased its position in shares of Boeing by 10.0% in the fourth quarter. Amundi now owns 2,185,964 shares of the aircraft producer’s stock valued at $474,617,000 after acquiring an additional 198,770 shares during the period. Hedge funds and other institutional investors own 64.82% of the company’s stock.

Boeing News Roundup

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Revenue and deliveries exceeded expectations: Boeing reported second-quarter 2026 revenue of $24.6 billion, up 8% year over year and ahead of the $24.26 billion consensus estimate. Commercial Airplanes delivered 171 aircraft, helping revenue reach $11.8 billion. Reuters article
• Positive Sentiment: Cash generation and backlog improved: Operating cash flow was $1.4 billion, while free cash flow rebounded to roughly $631 million. Total backlog reached a record $715 billion, including more than 6,200 commercial aircraft, supporting the investment case for Boeing’s turnaround. Boeing second-quarter results
• Positive Sentiment: Production recovery remains a key catalyst: Boeing continues to ramp up 737 MAX production, while its Global Services segment produced $5.3 billion in revenue and an 18.1% operating margin. Management reaffirmed its full-year cash-flow outlook, reinforcing expectations that the recovery is progressing.
• Neutral Sentiment: Defense performance was mixed: Defense, Space & Security generated $7.5 billion in revenue but posted a 0.2% operating margin loss. The strong sales contribution helped overall revenue, although profitability remains a concern.
• Negative Sentiment: Air Force One costs widened the loss: Boeing recorded a $280 million charge on the delayed replacement program, contributing to a $428 million GAAP net loss. Core loss per share was $0.76, versus the $0.28 loss analysts expected, although the loss narrowed from $612 million a year earlier. CNBC article
• Negative Sentiment: New 737 MAX inspections add a safety overhang: The FAA instructed airlines to inspect seat installation on 453 737 MAX aircraft after reports that some seats were improperly secured. The estimated cost is modest at about $2.7 million, but the issue renews scrutiny of Boeing’s manufacturing quality and regulatory risks.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the stock. Morgan Stanley boosted their target price on shares of Boeing from $245.00 to $250.00 and gave the stock an “equal weight” rating in a research note on Thursday, April 23rd. Weiss Ratings restated a “sell (d+)” rating on shares of Boeing in a research report on Tuesday, July 21st. Wolfe Research reiterated an “outperform” rating and issued a $275.00 price target on shares of Boeing in a report on Thursday, April 23rd. Citigroup raised their price objective on shares of Boeing from $256.00 to $260.00 and gave the company a “buy” rating in a research note on Monday, May 18th. Finally, Wells Fargo & Company assumed coverage on Boeing in a research note on Wednesday, April 1st. They issued an “overweight” rating and a $250.00 price target on the stock. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, four have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, Boeing has a consensus rating of “Moderate Buy” and a consensus target price of $261.53.

Boeing Company Profile

Boeing Company (NYSE: BA) is an American multinational corporation that designs, manufactures and services commercial airplanes, defense systems, and space and security technologies. Founded in 1916 by William E. Boeing in Seattle, the company today operates as an integrated aerospace and defense contractor with a global customer base. Boeing relocated its corporate headquarters to Arlington, Virginia in 2022 and maintains extensive engineering, manufacturing and service operations across the United States and around the world.

Boeing’s principal lines of business include Commercial Airplanes, which produces and supports a range of jetliners used by airlines globally; Defense, Space & Security, which develops military aircraft, rotorcraft, surveillance and reconnaissance systems, satellites, and launch and missile systems; and Boeing Global Services, which provides aftermarket maintenance, training, spare parts, digital analytics and logistics support.