The Boeing Company (BA)

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The Boeing Company (BA) — Tellvest

Latest Quarter Insights

2025 Q4

Sentiment

9/10+1

How this score was built

Base8Transcript0EPS0Guidance+1Final9

How this score was built

Base8Transcript0

Macro Signals

→Trade & Tariffs↑Supply Chain↑CAPEX

Key Themes7

positive📊 company

Record 600 Annual Deliveries, Highest Since 2018

BCA delivered 160 airplanes in Q4 and 600 for the year. Revenue was $23.9 billion, the highest quarterly total reported since 2018, up 57%.

Revenue GrowthDemand

positive📊 company

737 Stabilized At 42/Month, North Line Ready

Production stabilizing at 42 airplanes per month. Facility and tooling investments complete on new North Line in Everett for production above 47.

Supply ChainCapex Investment

negative📊 company

KC-46A Tanker $565 Million Charge

	Margin	Capital Allocation	Supply Chain	Competitive Dynamics	Demand	Cost Pressure	Trade Tariffs	Regulation Policy
2024Q4	5	4	5	2	3	4
2025Q1	3	3	4	3	2	1	3	2
2025Q2	4	2	2	3	3		1	1
2025Q3	2	5	4	2	3	2		2
2025Q4	6	3	1	3	2	2	1

	'24Q4	'25Q1	'25Q2	'25Q3	'25Q4
Margin	5	3	4	2	6
Capital Allocation	4	3	2	5	3
Supply Chain	5	4	2	4	1
Competitive Dynamics	2	3	3	2	3
Demand	3	2	3	3	2
Cost Pressure	4	1		2	2
Trade Tariffs		3	1		1
Regulation Policy		2	1	2

Analyst Q&A10 analysts · 10 questions

what are the hardest breaks to get to and, you know, what are the biggest challenges

you're restricted from looking at all of BDS previously. So have you been able to get under the hood of all those programs