William Blair Issues Negative Estimate for Boeing Earnings

The Boeing Company (NYSE:BA) – Research analysts at William Blair reduced their Q3 2025 earnings per share (EPS) estimates for shares of Boeing in a report released on Tuesday, July 29th. William Blair analyst L. Dipalma now expects that the aircraft producer will post earnings of ($0.32) per share for the quarter, down from their previous estimate of ($0.16). The consensus estimate for Boeing’s current full-year earnings is ($2.58) per share. William Blair also issued estimates for Boeing’s Q4 2025 earnings at $0.08 EPS.

Boeing (NYSE:BA) last released its quarterly earnings results on Tuesday, July 29th. The aircraft producer reported ($1.24) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.92) by ($0.32). The company had revenue of $22.75 billion during the quarter, compared to analyst estimates 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 prior year, the company posted ($2.90) EPS.

Several other research firms have also recently issued reports on BA. Susquehanna raised their price objective on Boeing from $265.00 to $270.00 and gave the stock a “positive” rating in a report on Wednesday. Benchmark decreased their price objective on Boeing from $250.00 to $215.00 and set a “buy” rating on the stock in a report on Monday, April 21st. UBS Group set a $280.00 price objective on Boeing and gave the stock a “buy” rating in a report on Wednesday. Rothschild & Co Redburn upgraded 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. Finally, Sanford C. Bernstein restated an “outperform” rating on shares of Boeing in a report on Monday, July 14th. Three equities research analysts have rated the stock with a sell rating, three have issued a hold rating, seventeen have issued a buy rating and three have assigned a strong buy rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $228.90.

Boeing Stock Performance

Shares of NYSE:BA opened at $221.94 on Friday. The business’s fifty day moving average price is $215.23 and its two-hundred day moving average price is $188.67. The stock has a market cap of $167.82 billion, a PE ratio of -13.44 and a beta of 1.48. Boeing has a one year low of $128.88 and a one year high of $242.69.

Hedge Funds Weigh In On Boeing

Institutional investors have recently made changes to their positions in the stock. Wallace Advisory Group LLC boosted its position in shares of Boeing by 1.2% during the second quarter. Wallace Advisory Group LLC now owns 3,570 shares of the aircraft producer’s stock worth $748,000 after buying an additional 44 shares during the period. Aspire Capital Advisors LLC boosted its position in shares of Boeing by 0.8% during the second quarter. Aspire Capital Advisors LLC now owns 5,943 shares of the aircraft producer’s stock worth $1,245,000 after buying an additional 45 shares during the period. Lantz Financial LLC boosted its position in shares of Boeing by 1.5% during the second quarter. Lantz Financial LLC now owns 3,072 shares of the aircraft producer’s stock worth $644,000 after buying an additional 46 shares during the period. Atlas Brown Inc. boosted its position in shares of Boeing by 0.7% during the second quarter. Atlas Brown Inc. now owns 6,498 shares of the aircraft producer’s stock worth $1,362,000 after buying an additional 48 shares during the period. Finally, Moody National Bank Trust Division boosted its position in shares of Boeing by 2.7% during the second quarter. Moody National Bank Trust Division now owns 1,836 shares of the aircraft producer’s stock worth $385,000 after buying an additional 48 shares during the period. 64.82% of the stock is owned by institutional investors.

Insider Transactions at Boeing

In other news, SVP Brendan J. Nelson sold 640 shares of the company’s stock in a transaction that occurred on Thursday, May 15th. The stock was sold at an average price of $206.28, for a total transaction of $132,019.20. Following the completion of the transaction, the senior vice president directly owned 13,258 shares of the company’s stock, valued at approximately $2,734,860.24. This represents a 4.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Jeffrey S. Shockey sold 3,205 shares of the company’s stock in a transaction that occurred on Tuesday, May 13th. The shares were sold at an average price of $202.87, for a total value of $650,198.35. Following the transaction, the executive vice president directly owned 20,513 shares of the company’s stock, valued at $4,161,472.31. This trade represents a 13.51% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.09% of the stock is currently owned by company insiders.

About Boeing

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.