The Boeing Company's Stock Analysis

Boeing Reports Q1 2026 Financial Results and Backlog Growth

In the first quarter of 2026, Boeing reported revenue of $22.2 billion, driven by 143 commercial airplane deliveries. The company recorded a GAAP loss per share of ($0.11) and a core loss per share of ($0.20). Operating cash flow was negative at ($0.2) billion, and free cash flow was also negative at ($1.5) billion. Despite these losses, Boeing's total backlog reached a record $695 billion, with over 6,100 commercial airplanes included, indicating strong future demand.

Segment-wise, the Commercial Airplanes division generated $9.2 billion in revenue, while Defense, Space & Security and Global Services contributed $7.6 billion and $5.4 billion, respectively. The backlog for Defense, Space & Security increased to $86 billion, with 27% of orders from international customers. The Global Services segment secured significant agreements, including a major Landing Gear Exchange Program with Singapore Airlines Group. Overall, Boeing's financial performance reflects a combination of increased deliveries and operational challenges, highlighting the company's ongoing efforts to stabilize production and fulfill customer commitments.

Apr 22, 2026 07:40:05

Boeing Annual Meeting Voting Results Released

The Boeing Company conducted its Annual Meeting of Shareholders on April 17, 2026. The report includes the final voting results for each proposal that was presented to the shareholders during this meeting.

Apr 17, 2026 14:54:44

Boeing Reports Fourth Quarter and Full Year 2025 Results

The Boeing Company reported fourth quarter 2025 revenue of $23.9 billion, driven by 160 commercial deliveries and a $9.6 billion gain from the sale of its Digital Aviation Solutions business. The company's operating cash flow was $1.3 billion, with free cash flow of $0.4 billion. Boeing's total backlog reached a record $682 billion, reflecting strong demand with over 6,100 commercial airplanes on order.

For the full year 2025, Boeing achieved revenue of $89.5 billion and 600 commercial deliveries, marking its highest annual totals since 2018. The Commercial Airplanes segment generated $11.4 billion in revenue, while the Defense, Space & Security segment reported $7.4 billion in revenue. The Global Services segment earned $5.2 billion, bolstered by government contracts. The company's debt increased to $54.1 billion, primarily due to the acquisition of Spirit AeroSystems, and it maintains access to $10 billion in undrawn credit facilities.

Jan 27, 2026 07:30:46

Boeing Completes Acquisition of Spirit AeroSystems Holdings, Inc.

Boeing announced the completion of its acquisition of Spirit AeroSystems Holdings, Inc. on December 8, 2025. This acquisition integrates Spirit's commercial and aftermarket operations into Boeing, including significant components for Boeing's aircraft programs such as the 737, 767, 777, and 787 Dreamliner. The transaction is expected to enhance Boeing's production capabilities and supply chain stability, with approximately 15,000 employees from Spirit joining Boeing across multiple locations in the U.S. and the U.K.

As part of the acquisition, Spirit Defense will operate as an independent subsidiary under Boeing Defense, Space & Security, ensuring continued support for defense customers. The acquisition is seen as a strategic move to bolster Boeing's operations and maintain high-quality standards in aircraft manufacturing. The integration of Spirit AeroSystems is anticipated to contribute positively to Boeing's operational efficiency and service offerings in both commercial and defense sectors.

Dec 08, 2025 16:12:36

Boeing Elects New Director with Airline Industry Experience

The Boeing Company has elected Bradley D. Tilden as a director, effective December 3, 2025. Tilden, who previously served as chairman, president, and CEO of Alaska Air Group, will join the Aerospace Safety and Finance committees. His extensive experience in the airline industry and leadership roles, including CFO and president of Alaska Airlines, is expected to contribute to Boeing's ongoing recovery efforts.

Tilden's election marks the 10th new director added to Boeing's board since 2019, reflecting the company's commitment to board refreshment. The board now consists of 12 members, bringing diverse expertise in areas such as aerospace, safety, engineering, and finance. This change may influence investor confidence as the company aims to enhance its strategic direction and oversight.

Dec 03, 2025 17:20:22

Boeing Reports Q3 2025 Financial Results and Production Updates

In the third quarter of 2025, Boeing reported revenue of $23.3 billion, driven by an increase in commercial deliveries, with 160 airplanes delivered, marking the highest quarterly total since 2018. The company experienced a GAAP loss per share of ($7.14), largely due to a $4.9 billion charge associated with the 777X program's updated certification timeline, which has now pushed the anticipated first delivery to 2027. Operating cash flow was $1.1 billion, while free cash flow was $0.2 billion. The total backlog grew to $636 billion, including over 5,900 commercial airplanes, as the company stabilized production of the 737 at 38 per month and plans to increase to 42 per month in collaboration with the FAA.

Boeing's Commercial Airplanes segment saw a revenue increase to $11.1 billion, with the 787 program stabilizing production at seven per month. The Defense, Space & Security segment reported revenue of $6.9 billion, reflecting higher volume and stabilizing performance, while the Global Services segment generated $5.4 billion in revenue. The company secured new contracts, including one with the U.S. Space Force, and maintained access to $10 billion in undrawn credit facilities. The overall financial performance indicates a focus on recovering operations and restoring stakeholder trust amidst challenges in the 777X program.

Oct 29, 2025 07:30:44

Boeing Secures $3 Billion Credit Agreement with Major Banks

On August 25, 2025, Boeing entered into a $3.0 billion revolving credit agreement with Citibank and JPMorgan. This new 364-day facility replaces an existing three-year credit agreement and includes terms that depend on Boeing's credit rating, with various interest rates applicable to different types of borrowings. The agreement also includes covenants restricting certain financial activities and requires Boeing to maintain a minimum liquidity of $5.0 billion.

The credit agreement is set to terminate on August 24, 2026, with provisions allowing Boeing to convert borrowings into term loans or request an extension. Events of default could lead to accelerated repayment obligations for Boeing. The company also has other active credit agreements totaling $7.0 billion, which remain in effect alongside this new agreement.

Aug 28, 2025 17:00:55

Boeing Reports Second Quarter Financial Results and Backlog Growth

The Boeing Company reported second quarter revenue of $22.7 billion in 2025, primarily due to 150 commercial aircraft deliveries. The company experienced a GAAP loss per share of ($0.92) and a core loss per share of ($1.24). Operating cash flow was $0.2 billion, while free cash flow was negative at ($0.2) billion. Boeing's total backlog increased to $619 billion, which includes over 5,900 commercial airplanes, indicating strong future demand.

In the Commercial Airplanes segment, revenue reached $10.9 billion, with a production rate of 38 737 aircraft per month. The Defense, Space & Security segment generated $6.6 billion in revenue, and the Global Services segment brought in $5.3 billion. The backlog for Defense, Space & Security grew to $74 billion, with 22% of orders from international customers. Boeing's cash and investments in marketable securities totaled $23.0 billion, slightly down from the previous quarter, while total debt decreased to $53.3 billion.

Jul 29, 2025 07:30:54

Boeing Appoints New CFO Jesus Malave, Effective August 2025

The Boeing Company has elected Jesus (Jay) Malave as the new Executive Vice President and Chief Financial Officer, effective August 15, 2025. He will succeed Brian J. West, who will transition to the role of Special Advisor to the CEO. Malave brings extensive experience from his previous roles, including CFO at Lockheed Martin and L3Harris Technologies. His compensation package includes an annual salary of $1,050,000, an annual incentive award, and long-term incentives. Additionally, he will receive substantial cash awards and stock options to offset forfeited equity from his previous employment.

Malave's appointment comes with certain conditions due to his recent position at Lockheed, including restrictions on participating in Boeing's defense business and other vendor relationships until specified dates. The company will also pay Lockheed $2,000,000 in connection with Malave's employment transition. Boeing's leadership views this change as a critical step in navigating the company's recovery and enhancing its financial strategy, with Malave expected to report directly to CEO Kelly Ortberg and serve on the Executive Council.

Jul 03, 2025 17:28:04

Boeing Announces CFO Transition with New Executive Appointment

Boeing has announced a transition in its chief financial officer role, with Brian West stepping down as CFO to become a senior advisor to President and CEO Kelly Ortberg, effective August 15. West has served as CFO for the past four years and will assist in the leadership transition. Ortberg acknowledged West's contributions during a critical period for the company, including a significant capital raise and efforts to enhance safety and quality.

Jesus “Jay” Malave has been elected as the incoming CFO, also effective August 15. Malave will oversee Boeing's financial strategy, reporting, long-range business planning, investor relations, and other key operations. He previously served as CFO at Lockheed Martin and has extensive experience in the aerospace and manufacturing sectors. Malave's appointment comes as Boeing focuses on recovery and implementing changes centered on safety and quality.

Jul 03, 2025 17:28:04