Boeing Stock Price, News & Analysis

Boeing [NYSE: BA] has announced that CEO Kelly Ortberg will deliver a presentation at the Bernstein Strategic Decisions Conference on May 29, 2025 at 10:00 a.m. ET. Investors and interested parties can access the webcast and subsequent transcript through Boeing's investor relations website at www.boeing.com/investors. The company recommends that participants verify their webcast access before the event begins.

Boeing [NYSE: BA] has secured a significant order from AviLease, a Saudi Arabia-based global aircraft lessor, for 20 firm 737-8 MAX jets with options for 10 additional aircraft. This marks AviLease's first direct Original Equipment Manufacturer (OEM) order, supporting their portfolio expansion strategy. The deal aligns with Saudi Arabia's aviation goals of serving 330 million passengers and attracting 150 million visitors annually by 2030.

The 737 MAX aircraft, known for its fuel efficiency and versatility, represents approximately 30% of all financed airplanes in the leasing industry. This order strengthens Boeing's presence in Saudi Arabia's commercial aviation sector while supporting AviLease's global expansion plans.

Boeing [BA] has secured a significant order from China Airlines (CAL) for its 777X aircraft family, including 10 777-9 passenger planes and 4 777-8 Freighter aircraft. The deal, booked in March 2025, also includes options for an additional 5 777-9s and 4 777-8 Freighters. CAL becomes the first Taiwanese carrier to order the 777X.

The 777-9 passenger variant offers 20% lower fuel use and emissions compared to predecessors, with a capacity of 426 passengers in a typical two-class configuration and a range of 7,295 nautical miles. The 777-8 Freighter provides 747-sized payload capability with 30% better fuel efficiency and emissions, plus up to 60% reduced noise footprint.

Boeing's 787 Dreamliner has achieved a historic milestone, carrying over 1 billion passengers in less than 14 years since its 2011 launch - the fastest achievement for any widebody commercial airplane. The global fleet of 1,175+ aircraft has completed nearly 5 million flights totaling over 30 million flight hours.

Key statistics showcase the Dreamliner's success:

• 2,000+ orders from 89 customers
• Operations across 85+ countries at 520+ airports
• 425+ new nonstop routes
• 2,100 daily flights carrying 480,000+ passengers
• Average daily flight time exceeds 12 hours per aircraft

The 787 family delivers 25% better fuel efficiency than predecessor aircraft, achieved through new engines, lightweight composite materials, efficient systems, and modern aerodynamics. The fleet currently serves routes ranging from 65 nautical miles (Aruba to Curaçao) to 7,829 nautical miles (London to Perth).

Boeing [NYSE: BA] reported Q1 2025 financial results with revenue increasing 18% to $19.5 billion, primarily driven by 130 commercial deliveries. The company posted a GAAP loss per share of ($0.16) and core loss per share of ($0.49).

Operating cash flow was ($1.6) billion with free cash flow of ($2.3) billion. Total company backlog grew to $545 billion, including over 5,600 commercial airplanes. The 737 production is expected to reach 38 per month this year, while the 787 program aims to increase to seven per month.

Commercial Airplanes revenue reached $8.1 billion with an operating margin of (6.6)%, booking 221 net orders. Defense, Space & Security revenue was $6.3 billion with a 2.5% operating margin, while Global Services generated $5.1 billion with an 18.6% operating margin.

Boeing (NYSE: BA) has announced the sale of portions of its Digital Aviation Solutions business to Thoma Bravo in an all-cash transaction valued at $10.55 billion. The deal includes Jeppesen, ForeFlight, AerData, and OzRunways assets.

Boeing will retain core digital capabilities focused on fleet maintenance, diagnostics, and repair services. The transaction affects approximately 3,900 employees globally and is expected to close by the end of 2025, subject to regulatory approval.

The strategic move aligns with Boeing's focus on core businesses and aims to strengthen its balance sheet while prioritizing an investment-grade credit rating. Thoma Bravo, managing over $179 billion in assets, plans to support the acquired business's standalone growth through strategic investments and operational best practices.

Boeing [NYSE: BA] has released its first quarter 2025 delivery report, with detailed financial results scheduled for April 23. The company achieved 130 total commercial aircraft deliveries, including:

• 105 units of 737 models
• 5 units of 767 models
• 7 units of 777 models
• 13 units of 787 models

In the Defense, Space & Security segment, Boeing delivered 26 units across various programs, including:

• 15 Apache helicopters (4 new, 11 remanufactured)
• 3 Chinook helicopters (1 new, 2 renewed)
• 6 fighter aircraft (1 F-15 and 5 F/A-18 models)
• 1 MH-139 and 1 P-8 model

Millennium Space Systems, a Boeing [NYSE: BA] subsidiary, has completed the critical design review (CDR) for its FOO Fighter program in just 10 months after receiving authorization. The program aims to demonstrate advanced missile defense capability through a prototype constellation with fire control-quality sensors.

The completion of CDR signals the transition to the production phase, which involves delivering a constellation of eight satellites with a ground system in 2026. The project, developed in collaboration with L3 for the Space Development Agency, will be operated by Millennium once in orbit.

Boeing [NYSE: BA] has announced it will release its first quarter 2025 financial results on Wednesday, April 23. The company will hold a conference call at 10:30 a.m. ET, where President and CEO Kelly Ortberg and Executive Vice President and CFO Brian West will discuss the results and provide a company outlook.

The earnings webcast, news release, presentation materials, and transcript will be available through Boeing's investor relations website. Participants are advised to verify their access to the webcast and materials before the event begins.