Boeing (BA) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Boeing (BA) reported $23.27 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 30.4%. EPS of -$7.47 for the same period compares to -$10.44 a year ago.The reported revenue represents a surprise of +6.09% over the Zacks Consensus Estimate of $21.93 billion. With the consensus EPS estimate being -$3.85, the EPS surprise was -94.03%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.Here is how Boeing performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Deliveries - Total: 160 compared to the 151 average estimate based on three analysts.Deliveries - Commercial Airplanes - 737: 121 compared to the 117 average estimate based on three analysts.Deliveries - Commercial Airplanes - 787: 24 compared to the 22 average estimate based on three analysts.Deliveries - Commercial Airplanes - 777: 9 versus 6 estimated by three analysts on average.Deliveries - Commercial Airplanes - 767: 6 versus 6 estimated by three analysts on average.Revenues- Commercial Airplanes: $11.09 billion versus $10.41 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +49.1% change.Revenues- Unallocated items, eliminations and other: $-96 million compared to the $-43.74 million average estimate based on five analysts. The reported number represents a change of +140% year over year.Revenues- Global Services: $5.37 billion versus the five-analyst average estimate of $5.17 billion. The reported number represents a year-over-year change of +9.6%.Revenues- Defense, Space & Security: $6.9 billion versus $6.29 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +24.7% change.Earnings/(loss) from operations- Commercial Airplanes: $-5.35 billion versus $-2.45 billion estimated by four analysts on average.Earnings/(loss) from operations- Defense, Space & Security: $114 million compared to the $75.97 million average estimate based on four analysts.Earnings/(loss) from operations- Global Services: $938 million compared to the $957.39 million average estimate based on four analysts.View all Key Company Metrics for Boeing here>>>Shares of Boeing have returned +3.5% over the past month versus the Zacks S&P 500 composite's +3.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The Boeing Company (BA): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks