Zacks Research Has Bullish Estimate for Boeing Q3 Earnings

Key Points

• Zacks Research analysts have raised Boeing's Q3 2025 earnings estimate from (0.87) EPS to (0.79) EPS, reflecting improved outlook for the aircraft manufacturer.
• The stock has received mixed ratings from analysts, with a consensus rating of "Moderate Buy" and a target price of $228.90.
• Boeing's recent quarterly earnings report for Q2 2023 revealed a loss of (1.24) EPS, which fell short of analyst expectations, despite revenue growth of 34.9% year-over-year.

The Boeing Company (NYSE:BA - Free Report) - Investment analysts at Zacks Research lifted their Q3 2025 earnings estimates for shares of Boeing in a research report issued on Tuesday, August 19th. Zacks Research analyst Team now forecasts that the aircraft producer will post earnings per share of ($0.79) for the quarter, up from their previous forecast of ($0.87). The consensus estimate for Boeing's current full-year earnings is ($2.58) per share. Zacks Research also issued estimates for Boeing's Q4 2025 earnings at ($0.46) EPS, FY2025 earnings at ($2.98) EPS, Q2 2026 earnings at $0.28 EPS, Q3 2026 earnings at $0.46 EPS, Q4 2026 earnings at $0.52 EPS, FY2026 earnings at $1.67 EPS, Q1 2027 earnings at $1.48 EPS, Q2 2027 earnings at $0.69 EPS and FY2027 earnings at $3.94 EPS.

Boeing (NYSE:BA - Get Free Report) last announced its earnings results on Tuesday, July 29th. The aircraft producer reported ($1.24) EPS for the quarter, missing the consensus estimate of ($0.92) by ($0.32). The company had revenue of $22.75 billion for the quarter, compared to analysts' expectations of $20.13 billion. Boeing's revenue for the quarter was up 34.9% on a year-over-year basis. During the same quarter in the previous year, the business earned ($2.90) EPS.

Several other research analysts also recently issued reports on BA. Rothschild & Co Redburn upgraded shares of Boeing from a "neutral" rating to a "buy" rating and set a $275.00 price objective on the stock in a report on Friday, June 27th. Redburn Atlantic upgraded shares of Boeing from a "hold" rating to a "strong-buy" rating and boosted their price objective for the stock from $180.00 to $275.00 in a report on Friday, June 27th. Royal Bank Of Canada restated an "outperform" rating and set a $250.00 price objective on shares of Boeing in a report on Wednesday, July 30th. UBS Group set a $280.00 price objective on shares of Boeing and gave the stock a "buy" rating in a report on Wednesday, July 30th. Finally, The Goldman Sachs Group set a $212.00 price objective on shares of Boeing and gave the stock a "buy" rating in a report on Thursday, June 12th. Three equities research analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, three have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $228.90.

Boeing Stock Performance

Shares of NYSE:BA traded down $2.4410 on Thursday, hitting $227.6790. 1,939,395 shares of the company were exchanged, compared to its average volume of 8,358,447. The company's 50 day moving average price is $221.17 and its two-hundred day moving average price is $194.40. Boeing has a one year low of $128.88 and a one year high of $242.69. The firm has a market capitalization of $172.16 billion, a price-to-earnings ratio of -13.79 and a beta of 1.48.

Insider Transactions at Boeing

In other Boeing news, Director Mortimer J. Buckley bought 2,200 shares of the stock in a transaction that occurred on Tuesday, August 19th. The shares were acquired at an average price of $226.10 per share, with a total value of $497,420.00. Following the completion of the purchase, the director directly owned 2,200 shares in the company, valued at $497,420. The trade was a ∞ increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, EVP David Christopher Raymond sold 3,771 shares of the company's stock in a transaction dated Friday, August 8th. The stock was sold at an average price of $229.94, for a total transaction of $867,103.74. Following the sale, the executive vice president directly owned 35,873 shares in the company, valued at $8,248,637.62. This represents a 9.51% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.09% of the company's stock.

Institutional Trading of Boeing

Several large investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in Boeing by 1.7% during the second quarter. Vanguard Group Inc. now owns 66,773,360 shares of the aircraft producer's stock worth $13,991,022,000 after buying an additional 1,118,316 shares during the last quarter. Geode Capital Management LLC grew its stake in Boeing by 2.7% during the second quarter. Geode Capital Management LLC now owns 16,316,838 shares of the aircraft producer's stock worth $3,402,073,000 after buying an additional 432,026 shares during the last quarter. Northern Trust Corp lifted its position in shares of Boeing by 33.6% during the fourth quarter. Northern Trust Corp now owns 6,504,610 shares of the aircraft producer's stock worth $1,151,316,000 after purchasing an additional 1,634,231 shares in the last quarter. Fisher Asset Management LLC lifted its position in shares of Boeing by 3.8% during the second quarter. Fisher Asset Management LLC now owns 5,327,443 shares of the aircraft producer's stock worth $1,116,259,000 after purchasing an additional 196,666 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its position in shares of Boeing by 1.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 4,242,397 shares of the aircraft producer's stock worth $888,910,000 after purchasing an additional 44,338 shares in the last quarter. 64.82% of the stock is owned by institutional investors.

Boeing Company Profile

The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide. The company operates through Commercial Airplanes; Defense, Space & Security; and Global Services segments.