Post-earnings recap
Reported
Wed, Oct 29, 2025
EPS actual
$-7.47
EPS est.
$-3.68
EPS surprise
-103.04%
1-day move
-4.37%
Boeing's Q3 2025 earnings report reflects a mixed performance, with a significant loss in EPS primarily due to a large non-cash charge related to the 777X program. However, the company achieved strong revenue growth and positive free cash flow for the first time since 2023. The stock reacted negatively, dropping 4.37%, likely due to the disappointing EPS figure despite other positive indicators.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $-7.47 | N/A | -103.04% |
| Revenue | $23.3 billion | N/A | N/A |
| Free Cash Flow | $238 million | N/A | N/A |
| Commercial Airplane Deliveries | 160 | N/A | N/A |
| Defense Revenue | $6.9 billion | N/A | N/A |
Management expressed cautious optimism about the company's recovery, highlighting strong revenue growth and improved cash flow. They acknowledged the challenges with the 777X program but emphasized the positive trends in deliveries and defense revenue.
We are seeing strong demand in our defense segment and a significant increase in airplane deliveries.
While we face challenges with the 777X program, our overall performance shows positive momentum.
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