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Boeing (BA) reported strong fourth-quarter 2025 revenue of $23.948 billion, surpassing analyst estimates of $22.470 billion and marking a 57% year-over-year increase, driven by 160 commercial airplane deliveries in the quarter and 600 total deliveries for the year. The company’s backlog reached $682 billion, including over 6,100 commercial airplane orders valued at $567 billion. Operating cash flow improved significantly to $1.331 billion, compared to an outflow of $3.450 billion a year earlier. Boeing also made progress in production, increasing the 737 production rate to 42 aircraft per month, and secured key contracts, including orders for 50 737 MAX jets from Air Cambodia and Air India. Analysts have raised price targets for Boeing’s stock, reflecting optimism about its recovery trajectory. However, Boeing reported an adjusted loss per share of $1.91, missing Wall Street expectations for a $0.39 loss, though GAAP diluted earnings per share were $10.23, driven by a $9.6 billion gain from the sale of portions of its Digital Aviation Solutions business. Near-term challenges include margin pressures from integration costs related to the Spirit AeroSystems acquisition and a wiring issue affecting 737 deliveries. Despite these hurdles, Boeing remains focused on long-term recovery, with certification timelines for key models on track and continued progress in production and market expansion. The company’s financial and operational developments underscore its resilience and strategic efforts to rebuild momentum.
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About BA

Boeing is a major aerospace and defense firm operating in three segments: commercial airplanes; defense, space, and security; and global services. Boeing's commercial airplanes segment competes with Airbus in the production of aircraft that can ... Read more

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