Boeing (BA) to Release Earnings on Wednesday

Key Points

• Boeing will release Q1 2026 results before the market opens on April 22; analysts forecast EPS of ($0.3946) and revenue of $22.1494 billion.
• Quarter-to-date delivery momentum is positive (total commercial Q1 = 143), but March deliveries slipped to 46 from 51 after wiring repairs to roughly 25 737 MAX jets, posing a near-term revenue timing and execution risk.
• Wall Street's consensus is a "Moderate Buy" with an average target of $252.48, amid notable price-target revisions (JPMorgan $270, Citi $256) and recent insider selling of about 21,012 shares (~$5M).

Boeing (NYSE:BA - Get Free Report) is anticipated to post its Q1 2026 results before the market opens on Wednesday, April 22nd. Analysts expect Boeing to post earnings of ($0.3946) per share and revenue of $22.1494 billion for the quarter. Individuals may visit the the company's upcoming Q1 2026 earning results page for the latest details on the call scheduled for Wednesday, April 22, 2026 at 10:30 AM ET.

Boeing (NYSE:BA - Get Free Report) last announced its earnings results on Tuesday, January 27th. The aircraft producer reported $9.92 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of ($0.40) by $10.32. The company had revenue of $23.95 billion for the quarter, compared to analyst estimates of $22.41 billion. The firm's revenue for the quarter was up 57.1% on a year-over-year basis. During the same period last year, the firm earned ($5.90) earnings per share. On average, analysts expect Boeing to post $-3 EPS for the current fiscal year and $3 EPS for the next fiscal year.

Boeing Stock Up 0.7%

Shares of Boeing stock opened at $223.78 on Wednesday. The stock's fifty day moving average is $220.25 and its 200-day moving average is $216.54. The firm has a market capitalization of $175.75 billion, a PE ratio of 111.33 and a beta of 1.13. The company has a quick ratio of 0.40, a current ratio of 1.19 and a debt-to-equity ratio of 8.37. Boeing has a 12-month low of $153.54 and a 12-month high of $254.35.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the company. JPMorgan Chase & Co. boosted their target price on Boeing from $245.00 to $270.00 and gave the stock an "overweight" rating in a research report on Wednesday, January 28th. Wolfe Research reaffirmed an "outperform" rating on shares of Boeing in a research report on Tuesday, January 27th. Jefferies Financial Group reaffirmed a "buy" rating on shares of Boeing in a research report on Wednesday, March 4th. Sanford C. Bernstein reiterated an "outperform" rating on shares of Boeing in a report on Wednesday, January 28th. Finally, Citigroup lowered their price target on Boeing from $290.00 to $256.00 and set a "buy" rating on the stock in a report on Thursday, April 2nd. Two research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have issued a Hold rating and two have given a Sell rating to the company's stock. According to MarketBeat, Boeing currently has a consensus rating of "Moderate Buy" and an average target price of $252.48.

Insiders Place Their Bets

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

Institutional Investors Weigh In On Boeing

Several institutional investors have recently made changes to their positions in the company. Davis R M Inc. lifted its holdings in shares of Boeing by 1.5% during the 4th quarter. Davis R M Inc. now owns 3,141 shares of the aircraft producer's stock valued at $682,000 after buying an additional 47 shares during the last quarter. Bank of Jackson Hole Trust lifted its holdings in shares of Boeing by 5.9% during the 4th quarter. Bank of Jackson Hole Trust now owns 896 shares of the aircraft producer's stock valued at $195,000 after buying an additional 50 shares during the last quarter. Financial Advisors Network Inc. lifted its holdings in shares of Boeing by 2.8% during the 2nd quarter. Financial Advisors Network Inc. now owns 2,082 shares of the aircraft producer's stock valued at $436,000 after buying an additional 57 shares during the last quarter. Investor s Fiduciary Advisor Network LLC lifted its holdings in shares of Boeing by 3.8% during the 4th quarter. Investor s Fiduciary Advisor Network LLC now owns 1,645 shares of the aircraft producer's stock valued at $357,000 after buying an additional 60 shares during the last quarter. Finally, Quest Investment Management LLC lifted its holdings in shares of Boeing by 1.8% during the 3rd quarter. Quest Investment Management LLC now owns 3,379 shares of the aircraft producer's stock valued at $729,000 after buying an additional 60 shares during the last quarter. 64.82% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Boeing

Here are the key news stories impacting Boeing this week:

• Positive Sentiment: Quarter-to-date delivery momentum across commercial and defense programs reinforces near-term revenue recognition and operational progress (commercial: 737 114, 767 6, 777 8, 787 15; total commercial Q1 = 143; multiple defense platforms also delivered). This is presented as the company’s Q1 delivery tally and is viewed as a positive lead-up to earnings. Read More.
• Positive Sentiment: Boeing is engaging with satellite/IFC vendors (Viasat and SES) on line-fit and qualification work — a potential aftermarket/line-fit revenue stream that makes new aircraft more attractive to airlines and supports future retrofit and services revenue. Read More.
• Positive Sentiment: SES and Boeing reached a milestone toward line-fit offerability for SES’s multi-orbit antenna, enabling factory installation of connectivity hardware — helps shorten time-to-service for customers and could boost new-plane sell-through. Read More.
• Positive Sentiment: Less material but supportive: lessor CDB Aviation delivered a second Boeing 737-8 to T’Way, underscoring ongoing leasing and narrowbody activity. Read More.
• Neutral Sentiment: Airline demand signals remain constructive — Copa Holdings reported stronger March traffic (RPM +15.3%, load factor 86.7%), which supports OEM demand trends but does not directly change Boeing’s near-term delivery cadence. Read More.
• Neutral Sentiment: Industry connectivity moves (e.g., Virgin Atlantic’s Starlink roll-out, Air India choosing Hughes, SES/JAL multi-orbit deals) illustrate a competitive, evolving IFC market — positive for OEM line-fit/options generally but competitive among suppliers. Read More.
• Negative Sentiment: Operational headwind: March deliveries slowed to 46 jets from 51 in February after Boeing repaired damaged wiring in roughly 25 737 MAX aircraft. That repair work trimmed monthly deliveries and is a near-term execution issue investors watch for knock-on effects to revenue timing and customer relations. Read More.

About Boeing

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.