Boeing Company (BA) 2025 Q2 Earnings Meeting Transcript
The Boeing Company (NYSE: BA) held its Q2 2025 Earnings Conference Call on July 29, 2025, with key executives and analysts in attendance. The call, which took place at 10:30 AM ET, was broadcast live over the Internet.
Myles Alexander Walton from Wolfe Research, LLC, Kenneth George Herbert from RBC Capital Markets, Research Division, Scott Deuschle from Deutsche Bank AG, Research Division, David Egon Strauss from Barclays Bank PLC, Research Division, Douglas Stuart Harned from Sanford C. Bernstein & Co., LLC., Research Division, Kristine T. Liwag from Morgan Stanley, Research Division, Ronald Jay Epstein from BofA Securities, Research Division, Seth Seth Seifman from JPMorgan Chase & Co, Sheila Karin Kahyaoglu from Jefferies LLC, and Noah Poponak from Goldman Sachs Group, Inc., Research Division were among the attendees.
Boeing reported Q2 2025 revenue of $22.7 billion with a GAAP loss per share of ($0.92) and core (non-GAAP) loss per share of ($1.24)[4]. Despite the ongoing losses, the company showed signs of a gradual financial turnaround. Boeing delivered 104 737 MAX and 24 787 jets in the quarter, aiming for full-year targets of around 400 and 80 deliveries respectively[2]. The defense segment booked a small operating profit, and the services segment contributed nearly $1 billion operating profit[2].
Robert K. Ortberg, President, CEO & Director, and Brian West, Boeing’s Executive Vice President and Chief Financial Officer, participated in the conference call. The discussion included forward-looking statements subject to risks and uncertainties.
Analyst consensus remains optimistic, with 19 analysts rating Boeing a "Strong Buy" and a 12-month price target averaging $231.63, reflecting modest upside from current levels[3]. Morningstar raised its fair value estimate for 2025 to $249 per share, noting improving cash flows and the potential for increased 737 production in 2026 as key positive catalysts[2]. Boeing’s stock price is expected to recover slowly through 2025, with an anticipated 8.32% rise to about $250.50 by July, driven by demand recovery and supply chain stabilization[1].
Time was left at the end of the call for questions. The earnings release and presentation are available on Boeing's website, and additional analysis and news about BA can be found online. The call is being recorded.
Despite these gains, challenges remain from high P/E ratios and risks related to geopolitical tensions affecting defense contracts[1]. However, the progress on production stability and delivery volumes critical to recovery, along with cautious optimism from management and analysts about continued improvement in financial results through 2025, paint a promising picture for Boeing's future.
Investing in Boeing's stocks could be an opportunity for those seeking growth, as analyst consensus remains optimistic with 19 analysts rating it as "Strong Buy" and a 12-month price target averaging $231.63. In the realm of finance, Boeing's CEO, Robert K. Ortberg, and Chief Financial Officer, Brian West, discussed forward-looking statements regarding business growth during the Q2 2025 Earnings Conference Call.
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