Boeing Q1'26 earnings/valuation/legal relief/China competition/787 updates/analyst PTs/governance/next-gen tease
Key Questions
What were Boeing's key financial results for Q4 2025?
Boeing reported Q4 2025 revenue of $23.95 billion, up 57% year-over-year, with 160 deliveries. The company also highlighted a $682 billion backlog.
What are the consensus expectations for Boeing's Q1 2026 earnings?
Analysts expect Q1 2026 EPS of -$0.60 on $22.15 billion revenue, with 46 deliveries edging out Airbus. Zacks estimates -$0.47 EPS.
What are the recent analyst price targets for Boeing stock?
Analysts maintain a Strong Buy rating with targets above $252, including Citi at $256, Jefferies at $295, and Wells Fargo at $250.
What is Boeing's projected free cash flow for 2026?
Boeing forecasts free cash flow of $1-3 billion in 2026, scaling to $10 billion for the full FY26.
What production rate does CEO Ortberg target for the 737 MAX?
Ortberg aims for 42-47 MAX deliveries per month. Spirit AeroSystems delays push profitability to 2027.
What recent legal relief has Boeing received?
The DoJ dismissed the MAX case, and FAA approved 787 increased MTOW.
How has Boeing's stock performed recently?
Boeing stock rose 1.3% amid positive comments from U.S. Transportation Secretary LaHood but fell 1.1% to close at $209.98.
What is the outlook on Boeing's debt and AI analyst views?
Projections show $5.9 billion net debt by 2028. AI models are split, rating 47-62 on debt, execution risks, and turnaround potential.
Q4'25 beats $23.95B +57% YoY (160 delivs)/$682B backlogs/FCF $1-3B '26/$10B FY26; Q1'26 4/22 cons -$0.60/$22.15B/delivs 46 edging Airbus, Zacks -$0.47, Strong Buy PT $252+ (Citi $256/Jefferies $295/Wells $250)/AI models split 47-62 on debt/execution/$5.9B net '28; Ortberg 42-47 MAX/mo/Spirit delays profit 2027/Barun; DoJ MAX dismissal/FAA 787 iMTOW; Leeham NMA; safety/machining; stock vol +1.3% LaHood/-1.1% $209.98. SE Asia orders pad backlog.