Boeing Company (BA) is set to report its fourth-quarter 2025 earnings on January 27, before the market opens. The Zacks Consensus Estimate predicts a loss of 39 cents per share on revenues of $21.74 billion, representing a 42.6% increase from the same period last year.
During Q4 2025, Boeing completed the acquisition of Spirit AeroSystems, enhancing production stability and supply-chain management. Commercial aircraft deliveries surged 180.7% year-over-year, while defense shipments increased by 2.8%. Despite these gains, Boeing continues to grapple with supply-chain challenges affecting production efficiency.
Currently, Boeing holds a Zacks Rank of 3 (Hold), with an earnings ESP of +16.73%, raising the possibility of an earnings beat. Over the last three months, Boeing’s stock has returned 15% compared to the industry’s growth of 7.8%.
