Boeing Soars: Record Deliveries Fuel Revenue Surge & Shrink Losses

Boeing's assembly lines are finally humming—and the balance sheet shows it. The aerospace giant's Q2 earnings reveal a rare bright spot: surging deliveries are staunching the financial bleeding.

Planes flying = money landing

After years of turbulence—grounded jets, regulatory scrutiny, and supply chain snarls—Boeing's delivery ramp-up is delivering where it counts. No miracles here, just basic math: more aircraft handed over means more cash logged.

The finance team's champagne moment? Probably premature. One good quarter doesn't erase a decade of mismanagement—but Wall Street will take any excuse to bid up the stock. For now, the trajectory looks less nosedive, more slow climb.

Key Takeaways

• Boeing beat revenue estimates and reduced its loss as deliveries rose.
• Deliveries of the plane maker's key 737 passenger jet jumped to 104, up from 79 in 2024.
• Boeing's Defense, Space & Security and Global Services units also posted higher sales.

Boeing (BA) posted better-than-expected sales and it slashed its red ink as deliveries increased.

The planemaker reported second-quarter revenue jumped 35% year-over-year to $22.75 billion, while analysts surveyed by Visible Alpha were looking for $21.67 billion. Boeing also cut its core, or adjusted, per-share loss to $1.24 from $2.90 a year ago.

Commercial deliveries soared 63% to 150, helping the Commercial Airplanes unit's revenue to skyrocket 81% to $10.87 billion. The company credited the gains to its flagship 737, which made up 69% of the total. The 104 737 deliveries were 34 more than in 2024.

Defense, Space & Security segment revenue was up 10% to $6.62 billion, and it ROSE 8% to $5.28 billion at the Global Services division.

Alluding to the problems Boeing has faced with production and quality issues, CEO Kelly Ortberg said the company remains "focused on restoring trust and making continued progress in our recovery while operating in a dynamic global environment."

Shares of Boeing were at their highest level since January 2024 at the close of trading yesterday, and while they initially jumped today, they turned lower and were down 3% an hour after the opening bell. Still, they've added about 30% of their value this year.

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