Boeing (BA) reported $23.27 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 30.4%. EPS of -$7.47 for the same period compares to -$10.44 a year ago.
The reported revenue represents a surprise of +6.09% over the Zacks Consensus Estimate of $21.93 billion. With the consensus EPS estimate being -$3.85, the EPS surprise was -94.03%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Boeing performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Deliveries - Total: 160 compared to the 151 average estimate based on three analysts.
- Deliveries - Commercial Airplanes - 737: 121 compared to the 117 average estimate based on three analysts.
- Deliveries - Commercial Airplanes - 787: 24 compared to the 22 average estimate based on three analysts.
- Deliveries - Commercial Airplanes - 777: 9 versus 6 estimated by three analysts on average.
- Deliveries - Commercial Airplanes - 767: 6 versus 6 estimated by three analysts on average.
- Revenues- Commercial Airplanes: $11.09 billion versus $10.41 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +49.1% change.
- Revenues- Unallocated items, eliminations and other: $-96 million compared to the $-43.74 million average estimate based on five analysts. The reported number represents a change of +140% year over year.
- Revenues- Global Services: $5.37 billion versus the five-analyst average estimate of $5.17 billion. The reported number represents a year-over-year change of +9.6%.
- Revenues- Defense, Space & Security: $6.9 billion versus $6.29 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +24.7% change.
- Earnings/(loss) from operations- Commercial Airplanes: $-5.35 billion versus $-2.45 billion estimated by four analysts on average.
- Earnings/(loss) from operations- Defense, Space & Security: $114 million compared to the $75.97 million average estimate based on four analysts.
- Earnings/(loss) from operations- Global Services: $938 million compared to the $957.39 million average estimate based on four analysts.
View all Key Company Metrics for Boeing here>>>
Shares of Boeing have returned +3.5% over the past month versus the Zacks S&P 500 composite's +3.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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The Boeing Company (BA): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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