Boeing (NYSE:BA) Releases Earnings Results, Beats Estimates By $10.32 EPS

27 Jan 2026, 11:30 by Amy Steele · The Cerbat Gem

Boeing (NYSE:BA – Get Free Report) announced its quarterly earnings data on Tuesday. The aircraft producer reported $9.92 EPS for the quarter, beating analysts’ consensus estimates of ($0.40) by $10.32, Briefing.com reports. The business had revenue of $23.95 billion during the quarter, compared to analysts’ expectations of $22.41 billion. During the same period in the prior year, the firm earned ($5.90) EPS. Boeing’s revenue for the quarter was up 57.1% on a year-over-year basis.

Boeing Trading Up 0.9%

NYSE:BA traded up $2.31 during midday trading on Tuesday, hitting $250.74. 9,028,581 shares of the stock were exchanged, compared to its average volume of 8,297,940. The business has a 50-day moving average price of $215.22 and a two-hundred day moving average price of $218.45. The company has a market capitalization of $190.59 billion, a price-to-earnings ratio of -18.44, a P/E/G ratio of 7.18 and a beta of 1.16. Boeing has a one year low of $128.88 and a one year high of $254.14.

Analyst Ratings Changes

A number of brokerages recently weighed in on BA. Royal Bank Of Canada reiterated an “outperform” rating and issued a $250.00 target price on shares of Boeing in a report on Monday, September 29th. Tigress Financial restated a “buy” rating and set a $275.00 price objective on shares of Boeing in a research note on Monday, December 29th. Loop Capital set a $223.00 price objective on shares of Boeing in a report on Monday, November 3rd. BNP Paribas Exane set a $150.00 price target on Boeing in a report on Tuesday, November 18th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating on shares of Boeing in a research report on Tuesday, December 9th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, three have assigned a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $241.26.

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Key Boeing News

Here are the key news stories impacting Boeing this week:

Positive Sentiment: Q4 headline beat — Boeing reported revenue of $23.95B and strong adjusted earnings (GAAP profit driven by a ~ $9.6B gain on the sale of Digital Aviation Solutions); deliveries were the highest since 2018, supporting the top‑line beat. Boeing Reports Fourth Quarter Results
Positive Sentiment: Record backlog and higher production — Boeing closed 2025 with a record ~$682B backlog and delivered ~600 planes for the year, signaling demand and future revenue visibility. Boeing Hits Record $682 Billion Backlog, Eyes Revival
Positive Sentiment: Analyst sentiment improving — Several firms have raised targets/ratings into earnings (Susquehanna raised its PT to $280), giving the stock upside from some corners of Wall Street. Susquehanna Raises Boeing (BA) PT
Neutral Sentiment: One‑time nature of profits — The large gain from the Digital Aviation Solutions sale materially lifted GAAP profit; investors must distinguish one‑off accounting gains from recurring operating performance. Boeing reports fourth-quarter profit
Negative Sentiment: Underlying operational strain — Several reports highlight weaker margins, softer operating cash flow and unit‑level losses despite the headline beat; investors focused on cash conversion and margin recovery going forward. Boeing Releases Q4 2025 Earnings: Revenue and EPS Beat but Margins and Cash Flow Weaken
Negative Sentiment: Production/quality worries still weigh — Ongoing manufacturing delays, reported unit losses at the airplane level and separate product‑defect headlines (e.g., lavatory design concerns) keep risk premium elevated. Those operational issues help explain the initial negative market reaction despite the beat. Boeing Stock Slips Around 2% After Earnings

Insider Buying and Selling at Boeing

In other news, EVP Uma M. Amuluru sold 1,366 shares of the business’s stock in a transaction on Thursday, November 6th. The stock was sold at an average price of $197.66, for a total value of $270,003.56. Following the sale, the executive vice president owned 14,656 shares of the company’s stock, valued at approximately $2,896,904.96. The trade was a 8.53% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Dana S. Deasy bought 554 shares of the firm’s stock in a transaction that occurred on Monday, November 24th. The shares were purchased at an average cost of $178.88 per share, with a total value of $99,099.52. Following the purchase, the senior vice president directly owned 28,442 shares of the company’s stock, valued at approximately $5,087,704.96. This represents a 1.99% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 0.09% of the stock is currently owned by company insiders.

Institutional Trading of Boeing

A number of large investors have recently added to or reduced their stakes in the business. Financial Advisors Network Inc. increased its holdings in shares of Boeing by 2.8% in the second quarter. Financial Advisors Network Inc. now owns 2,082 shares of the aircraft producer’s stock valued at $436,000 after buying an additional 57 shares in the last quarter. Quest Investment Management LLC grew its stake in Boeing by 1.8% during the 3rd quarter. Quest Investment Management LLC now owns 3,379 shares of the aircraft producer’s stock valued at $729,000 after acquiring an additional 60 shares in the last quarter. CYBER HORNET ETFs LLC grew its position in Boeing by 4.1% during the third quarter. CYBER HORNET ETFs LLC now owns 1,610 shares of the aircraft producer’s stock valued at $347,000 after purchasing an additional 63 shares in the last quarter. Riggs Asset Managment Co. Inc. grew its holdings in shares of Boeing by 34.2% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 259 shares of the aircraft producer’s stock valued at $54,000 after acquiring an additional 66 shares in the last quarter. Finally, 44 Wealth Management LLC increased its position in Boeing by 6.1% in the 2nd quarter. 44 Wealth Management LLC now owns 1,583 shares of the aircraft producer’s stock worth $332,000 after purchasing an additional 91 shares during the last quarter. 64.82% of the stock is currently owned by institutional investors.

About Boeing

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Boeing Company (NYSE: BA) is an American multinational corporation that designs, manufactures and services commercial airplanes, defense systems, and space and security technologies. Founded in 1916 by William E. Boeing in Seattle, the company today operates as an integrated aerospace and defense contractor with a global customer base. Boeing relocated its corporate headquarters to Arlington, Virginia in 2022 and maintains extensive engineering, manufacturing and service operations across the United States and around the world.

Boeing’s principal lines of business include Commercial Airplanes, which produces and supports a range of jetliners used by airlines globally; Defense, Space & Security, which develops military aircraft, rotorcraft, surveillance and reconnaissance systems, satellites, and launch and missile systems; and Boeing Global Services, which provides aftermarket maintenance, training, spare parts, digital analytics and logistics support.