Post-earnings recap
Reported
Tue, Jul 29, 2025
EPS actual
$-1.24
EPS est.
$-0.85
EPS surprise
-46.40%
1-day move
-4.37%
Boeing's earnings report showed a significant increase in revenue, driven by higher jet deliveries, but the company still reported a loss per share. The stock reacted negatively, dropping 4.37%, likely due to the EPS miss despite the positive revenue growth. Management's focus on improving cash flow and strong defense contracts indicates potential for recovery in the coming quarters.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $-1.24 | N/A | -46.40% |
| Revenue | $22.7 billion | N/A | N/A |
| Jet Deliveries | 150 | N/A | N/A |
| Free Cash Flow Outflow | $200 million | N/A | N/A |
Management highlighted improved operational performance and increased commercial deliveries. They expressed cautious optimism about future cash flow.
Management anticipates a positive free cash flow in Q4 2025, depending on global trade stability.
The defense segment's backlog remains strong at $74 billion.
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