Compared to Estimates, Boeing (BA) Q4 Earnings: A Look at Key Metrics

Boeing (BA) reported $23.95 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 57.1%. EPS of -$1.91 for the same period compares to -$5.90 a year ago.The reported revenue represents a surprise of +8.01% over the Zacks Consensus Estimate of $22.17 billion. With the consensus EPS estimate being -$0.40, the EPS surprise was -378.82%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.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 versus 126 estimated by three analysts on average.Deliveries - Commercial Airplanes - 737: 117 versus 93 estimated by three analysts on average.Deliveries - Commercial Airplanes - 787: 27 versus 23 estimated by three analysts on average.Deliveries - Commercial Airplanes - 777: 6 versus 3 estimated by three analysts on average.Deliveries - Commercial Airplanes - 767: 10 compared to the 7 average estimate based on three analysts.Revenues- Global Services: $5.21 billion versus the five-analyst average estimate of $5.53 billion. The reported number represents a year-over-year change of +1.8%.Revenues- Defense, Space & Security: $7.42 billion versus $6.5 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +37.1% change.Revenues- Commercial Airplanes: $11.38 billion versus $9.5 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +139% change.Revenues- Unallocated items, eliminations and other: $-57 million versus the five-analyst average estimate of $-52.6 million. The reported number represents a year-over-year change of +14%.View all Key Company Metrics for Boeing here>>>Shares of Boeing have returned +14.4% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Just Released: Zacks Top 10 Stocks for 2026Hurry – you can still get in early on our 10 top tickers for 2026. Handpicked by Zacks Director of Research Sheraz Mian, this portfolio has been stunningly and consistently successful.From inception in 2012 through November, 2025, the Zacks Top 10 Stocks gained +2,530.8%, more than QUADRUPLING the S&P 500’s +570.3%.Sheraz has combed through 4,400 companies covered by the Zacks Rank and handpicked the best 10 to buy and hold in 2026. You can still be among the first to see these just-released stocks with enormous potential.See New Top 10 Stocks >>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