Boeing (NYSE:BA) Releases Earnings Results

22 Apr 2026, 13:43 by Tristan Rich · The Markets Daily

Boeing (NYSE:BA – Get Free Report) issued its earnings results on Wednesday. The aircraft producer reported ($0.20) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.39) by $0.19, FiscalAI reports. The business had revenue of $22.22 billion for the quarter, compared to analyst estimates of $22.15 billion. During the same period last year, the company posted ($0.49) earnings per share. The firm’s revenue for the quarter was up 14.0% on a year-over-year basis.

Boeing Trading Up 4.2%

Shares of NYSE:BA opened at $228.28 on Wednesday. The company has a quick ratio of 0.40, a current ratio of 1.19 and a debt-to-equity ratio of 8.37. The company’s 50-day moving average price is $218.42 and its 200 day moving average price is $216.75. The company has a market cap of $179.28 billion, a PE ratio of 113.23 and a beta of 1.13. Boeing has a fifty-two week low of $169.00 and a fifty-two week high of $254.35.

More Boeing News

Here are the key news stories impacting Boeing this week:

Positive Sentiment: Q1 earnings beat and narrower loss — Revenue of $22.22B (+14% Y/Y) and non‑GAAP EPS of -$0.20 came ahead of estimates, signaling recovery in commercial operations and prompting the stock lift. Boeing Earnings Beat as Jet Deliveries Take Off. Stock Rises as Turnaround Takes Shape.
Positive Sentiment: Deliveries and backlog support future revenue — 143 commercial deliveries in the quarter and a record $695B total backlog (6,100+ commercial jets) give visible revenue runway and investor confidence. Boeing Press Release / Slide Deck
Positive Sentiment: Regulatory path for new 737 Max variants looks clear for now — FAA says no current roadblocks to Max 7 and Max 10 certification this year, reducing a key timing uncertainty for future deliveries. FAA Sees No Major Obstacles for Boeing 737 Max 7 and 10 Certification by Year-End
Positive Sentiment: Order activity and commercial wins — Customers are converting options (eg. Ethiopian Airlines converting six 787s), reinforcing demand and supporting backlog growth. Ethiopian Airlines Converts Options of Six Boeing 787 Dreamliner Airplanes into Firm Orders
Neutral Sentiment: Operational recovery narrative continues — Multiple outlets frame the quarter as evidence the turnaround is gaining traction, but analysts still watch deliveries, supply chain, and CEO Ortberg’s plan execution. Boeing posts smaller-than-expected quarterly loss as recovery gains traction
Negative Sentiment: Cash flow strain persists — Operating cash flow was negative (~-$0.2B) and free cash flow (non‑GAAP) was about -$1.5B for the quarter, limiting near‑term financial flexibility despite revenue growth. Boeing Reports First Quarter Results
Negative Sentiment: Ongoing production/regulatory risks — Reports note wiring flaws, a 777X durability item, and supply‑chain/quality concerns that could still delay deliveries or add costs, capping upside until sustained execution is demonstrated. Boeing’s Commercial Jet Business Improves, Reducing Quarterly Loss

Analysts Set New Price Targets

A number of brokerages recently weighed in on BA. Royal Bank Of Canada boosted their price objective on shares of Boeing from $265.00 to $275.00 and gave the company an “outperform” rating in a research report on Wednesday, January 28th. Jefferies Financial Group restated a “buy” rating on shares of Boeing in a research note on Wednesday, March 4th. Argus raised Boeing to a “hold” rating in a report on Monday, February 2nd. Weiss Ratings upgraded Boeing from a “sell (d-)” rating to a “hold (c-)” rating in a research report on Wednesday, February 4th. Finally, TD Cowen reissued a “buy” rating on shares of Boeing in a report on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $254.35.

Read Our Latest Analysis on BA

Insider Activity

In other news, SVP Ann M. Schmidt sold 6,281 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $243.37, for a total transaction of $1,528,606.97. Following the completion of the transaction, the senior vice president directly owned 13,978 shares in the company, valued at approximately $3,401,825.86. The trade was a 31.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Howard E. Mckenzie sold 10,497 shares of the stock in a transaction that occurred on Thursday, February 5th. The stock was sold at an average price of $233.99, for a total value of $2,456,193.03. Following the completion of the transaction, the executive vice president directly owned 14,692 shares of the company’s stock, valued at $3,437,781.08. This trade represents a 41.67% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 21,012 shares of company stock worth $4,980,687 in the last quarter. Company insiders own 0.10% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Revolve Wealth Partners LLC bought a new stake in shares of Boeing during the fourth quarter valued at about $201,000. Sivia Capital Partners LLC grew its position in Boeing by 16.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,529 shares of the aircraft producer’s stock valued at $320,000 after buying an additional 217 shares in the last quarter. AXA S.A. grew its position in Boeing by 1,225.7% in the 2nd quarter. AXA S.A. now owns 34,655 shares of the aircraft producer’s stock valued at $7,261,000 after buying an additional 32,041 shares in the last quarter. Ieq Capital LLC increased its stake in Boeing by 243.8% during the 2nd quarter. Ieq Capital LLC now owns 33,485 shares of the aircraft producer’s stock valued at $7,016,000 after buying an additional 23,746 shares during the period. Finally, Alliancebernstein L.P. increased its stake in Boeing by 4.2% during the 2nd quarter. Alliancebernstein L.P. now owns 1,334,451 shares of the aircraft producer’s stock valued at $279,608,000 after buying an additional 53,736 shares during the period. Institutional investors own 64.82% of the company’s stock.

About Boeing

(Get Free Report)

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.