Boeing to Ride on Delivery Momentum With Strong Q2 Commercial Shipments

The Boeing Company (BA) is witnessing strong momentum in its commercial airplane business, backed by solid delivery numbers, making a significant rebound in terms of shipments to what were witnessed last year. Impressively, the jet giant has delivered 150 commercial airplanes in the second quarter of 2025, marking a solid leap of 63% from the year-ago quarter, primarily driven by higher 737 shipments. When compared with the first quarter of 2025, Boeing’s delivery performance shows clear growth. In the first quarter, the company delivered 130 commercial aircraft, which indicated year-over-year growth of 56.6%. This sequential upside was driven largely by a rise in shipments of wide-body jets, 777 and 787.Such higher aircraft deliveries are likely to boost the near-term financial performance of Boeing Commercial Airplane (BCA), which generates almost 35% of its total revenues in the form of increased revenues and profit margins. This, in turn, should enable the company to generate positive operating cash flow in the coming days. If this momentum continues steadily, it could strengthen Boeing’s financial recovery and boost investor confidence in this stock.How do Boeing’s Peers Stack Up?While Boeing has shown strong delivery growth in the first half of 2025, it still faces tough competition from its arch rival, Airbus SE (EADSY). Airbus delivered 63 commercial aircraft in June 2025, slightly ahead of Boeing’s 60 deliveries for the month. For the first half of 2025, Airbus delivered a total of 306 aircraft, maintaining its lead over Boeing’s 280 deliveries during the same period.On the other hand, Embraer SA (ERJ), while smaller in scale, has also been generating solid delivery figures. It delivered 30 aircraft in the first quarter of 2025, up from 25 in Q1 2024. This included seven commercial jets and 23 executive jets.The Zacks Rundown for BAShares of Boeing have risen 18.9% in the past year compared with the Zacks aerospace-defense industry’s growth of 17.7%.Image Source: Zacks Investment ResearchFrom a valuation standpoint, BA is currently trading at a forward 12-month sales multiple of 1.82X, a roughly 18% discount when stacked up with the industry average of 2.22X.Image Source: Zacks Investment ResearchThe Zacks Consensus Estimate for BA’s earnings per share for 2025 has improved over the past 60 days. However, the same for 2026 has moved south over the same time frame.Image Source: Zacks Investment ResearchBA stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%.Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.Today, See These 5 Potential Home Runs >>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 Report Embraer-Empresa Brasileira de Aeronautica (ERJ): Free Stock Analysis Report Airbus Group (EADSY): 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