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Boeing (NYSE: BA) reported strong Q1 2025 results, with revenue growing 18% year-over-year to $19.496 billion, surpassing consensus estimates of $19.43 billion. The adjusted loss per share improved significantly to $0.49 from $1.13 in Q1 2024, beating expectations of a $1.27 loss per share. The Commercial Airplanes segment saw a 75% revenue increase to $8.157 billion, driven by higher deliveries and production ramp-ups for the 737 and 787 programs. Boeing delivered 130 airplanes, booked 221 net orders, and grew its backlog by 5% sequentially to $544.74 billion, valued at $460 billion. Production plans include increasing 737 output to 38 units per month and 787 output to seven units per month, while the 777X program progresses toward FAA certification, with first deliveries expected in 2026. Boeing also finalized a $10.55 billion divestiture of Jeppesen and ForeFlight assets, bolstering its balance sheet. Despite trade tensions with China, which accounts for only 2% of Boeing’s backlog through 2030, the company is redirecting inventory to high-demand markets like India. Boeing secured major contracts, including a $20-billion U.S. Air Force deal under the NGAD program to develop the F-47 fighter jet, and a landmark order from Taiwan’s China Airlines for 14 Boeing 777X aircraft. These developments, along with strong cash flow, delivery numbers, and backlog, have fueled optimism for recovery and growth in 2025. Boeing’s stock rose 5.67% following its Q1 earnings report and nearly 3% after the NGAD contract announcement, reflecting positive market sentiment.
Source content provided by Benzinga.
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About BA

Boeing is a major aerospace and defense firm. It operates 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

Ways to trade options* on BA

Bullish Option Strategy: Long Calls

Traders buy a single call option on a stock or ETF. This strategy can benefit from a price increase while risking more capital than a spread.

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