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BOEING (BA)

Earnings summaries and quarterly performance for BOEING.

Research analysts who have asked questions during BOEING earnings calls.

Noah Poponak

Goldman Sachs

6 questions for BA

Also covers: AMTM, CACI, CAE +22 more

Scott Deuschle

Deutsche Bank

6 questions for BA

Also covers: ATI, BWXT, CR +15 more

Sheila Kahyaoglu

Jefferies

6 questions for BA

Also covers: , AAL, BAH +34 more

Douglas Harned

Sanford C. Bernstein & Co., LLC

5 questions for BA

Also covers: , GD, GE +9 more

Peter Arment

Robert W. Baird & Co.

5 questions for BA

Also covers: AIN, AVAV, BWXT +20 more

Ronald Epstein

Bank of America

5 questions for BA

Also covers: , AER, AL +25 more

Seth Seifman

JPMorgan Chase & Co.

5 questions for BA

Also covers: ATI, CACI, DRS +21 more

David Strauss

Barclays

4 questions for BA

Also covers: ATI, BWXT, CACI +16 more

Myles Walton

Wolfe Research, LLC

4 questions for BA

Also covers: , ATI, B +19 more

Kristine Liwag

Morgan Stanley

3 questions for BA

Also covers: , AER, AMTM +26 more

Robert Stallard

Vertical Research Partners

3 questions for BA

Also covers: BAESY, DRS, EADSY +11 more

Scott Mikus

Melius Research

3 questions for BA

Also covers: AIR, BAH, CACI +13 more

Gautam Khanna

TD Cowen

2 questions for BA

Also covers: ASLE, ATI, BAH +20 more

Jason Gursky

Citigroup Inc.

2 questions for BA

Also covers: CW, DCO, GD +15 more

Myles Alexander Walton

Wolfe Research

2 questions for BA

Richard Safran

Seaport Research Partners

2 questions for BA

Also covers: ATI, GD, HXL +3 more

Cai von Rumohr

TD Cowen

1 question for BA

Also covers: BAH, EVEX, LDOS +5 more

Doug Harned

Bernstein

1 question for BA

Also covers: GE, NOC, RTX +1 more

Gavin Parsons

UBS Group AG

1 question for BA

Also covers: , BAH, CACI +15 more

Kenneth Herbert

RBC Capital Markets

1 question for BA

Also covers: , AIR, AMTM +24 more

Peter J. Arment

Baird

1 question for BA

Seth Michael Seifman

JPMorgan Chase & Co.

1 question for BA

Recent press releases and 8-K filings for BA.

Boeing signs MoU with flydubai for 75 737 MAX jets
BA
New Projects/Investments
  • Boeing and Dubai-based flydubai signed an MoU for 75 firm orders and 75 options for 737 MAX aircraft, marking flydubai’s fourth MAX purchase.
  • The agreement will modernize flydubai’s fleet and support its network expansion to over 135 destinations, leveraging the 737 MAX’s fuel efficiency, range and commonality.
  • flydubai currently operates 96 Boeing 737s and in 2023 placed its first widebody order for 30 787 Dreamliners, underscoring its ongoing fleet growth strategy with Boeing.
4 days ago
Boeing: Air Europa Signs MoU for Up to 40 Airbus A350-900
BA
New Projects/Investments
  • Air Europa signed an MoU at the Dubai Airshow 2025 to acquire up to 40 Airbus A350-900s, ending a five-year exclusive Boeing fleet policy.
  • The A350-900 delivers up to 9,700 nm range and a 25% improvement in fuel burn, operating costs, and CO₂ emissions over previous-generation aircraft.
  • The order will replace Air Europa’s long-haul fleet of 11 Boeing 787-8 and 18 Boeing 787-9 Dreamliners to support network expansion, especially in Latin America.
  • As of October 2025, the Airbus A350 Family has amassed over 1,400 orders from 64 customers, highlighting strong market demand.
5 days ago
Boeing secures additional 787 Dreamliner order from Gulf Air
BA
New Projects/Investments
  • Gulf Air finalized a firm order for 15 Boeing 787 Dreamliners with options for three more, bringing its total order book to 17 widebody jets.
  • The agreement was signed at the Dubai Airshow by Gulf Air CEO Martin Gauss and Boeing SVP Brad McMullen.
  • The new Dreamliners will support Gulf Air’s strategy to expand long-haul operations across more than 50 destinations by leveraging the aircraft’s fuel efficiency and range.
  • Boeing emphasized the 787’s advanced passenger comfort features and sustainability benefits as central to Gulf Air’s fleet development plans.
5 days ago
Boeing jets leased to FlySafair for fleet modernization
BA
New Projects/Investments
  • AerCap has signed a lease agreement with FlySafair for five Boeing aircraft, comprising three 737 MAX 8 jets and two 737-800NGs.
  • The two 737-800NGs are scheduled for delivery starting in 3Q 2026, while the three 737 MAX 8s will arrive beginning in early 2028.
  • This deal marks FlySafair’s first adoption of the 737 MAX family, expanding from its existing fleet of over 35 737-800NGs across domestic and short-haul international routes.
  • AerCap reports a net margin of 45.41% and an operating margin of 31.92%, but carries a high debt-to-equity ratio of 2.43 and an Altman Z-Score of 0.94, indicating potential financial strain.
5 days ago
Boeing announces Air Senegal order for nine 737 MAX jets
BA
New Projects/Investments
  • Air Senegal has committed to purchase nine 737-8 MAX airplanes, marking its largest-ever fleet acquisition and first Boeing order since 2004.
  • The 737-8 offers seating for up to 178 passengers in a two-class configuration and a range of 3,500 nautical miles.
  • The new jets deliver 20% fuel savings and a 50% smaller noise footprint compared to the aircraft they replace.
  • This order underpins Air Senegal’s strategy to expand regional and intercontinental routes and reinforce Dakar’s role as a West African aviation hub.
6 days ago
Boeing secures Ethiopian Airlines order for 11 737 MAX jets
BA
New Projects/Investments
  • Boeing and Ethiopian Airlines agreed to purchase 11 additional 737-8 MAX jets, signed at the Dubai Airshow.
  • The order will enable Ethiopian Airlines to expand its regional and international networks and grow its Addis Ababa hub.
  • Ethiopian Airlines operates the largest Boeing fleet in Africa and holds the continent’s largest backlog of 737 MAX, 777X, and 787 Dreamliner aircraft.
  • The deal reinforces Boeing’s nearly 80-year partnership with Ethiopian Airlines and its role in connecting Africa to the world.
6 days ago
Boeing secures Emirates order for 65 777-9s and 130 GE9X engines
BA
New Projects/Investments
  • Emirates orders 65 Boeing 777-9s valued at $38 billion list price and 130 GE9X engines, taking its GE9X orderbook to about 540 units, the largest for the program to date.
  • The deal cements Emirates as Boeing’s largest 777/777X customer with a widebody backlog of 315 aircraft, including 270 777X frames, 10 777 freighters, and 35 787s.
  • Emirates secured conversion rights to the 777-8 or a potential stretched 777-10 and voiced support for Boeing’s 777-10 feasibility study, while Boeing focuses near-term on the 777-9 and -8 variants.
  • Initial deliveries of the new 777-9s are expected to begin around Q2 2027 and extend through 2038; Emirates also plans a fleet-wide rollout of Starlink high-speed connectivity.
6 days ago
Boeing secures order for 65 more 777X jets from Emirates
BA
New Projects/Investments
  • Emirates places its third 777X order for 65 777-9 jets, bringing its total 777X backlog to 270 airplanes.
  • The purchase supports Emirates’ global network expansion and aligns with Dubai’s growth plans.
  • The 777-9 will reduce fuel use and emissions by 20% compared to the aircraft it replaces.
  • Boeing’s 2025 Commercial Market Outlook projects demand for nearly 3,000 new Middle East widebody jets over the next 20 years.
6 days ago
Boeing to triple Patriot missile seeker production amid demand surge
BA
New Projects/Investments
  • Boeing plans to triple production of Patriot radar seeker heads in response to rising global demand.
  • The company has built a new 40,000-square-foot manufacturing facility dedicated to increasing output.
  • Boeing is taking a cautious approach to restarting affected production lines following a recent strike by defense division workers in St. Louis.
  • The Remote Vision System 2.0 upgrade for the KC-46 aerial-refueling aircraft has passed flight tests and is expected to be operational by 2027.
6 days ago
Boeing faces potential loss as Airbus nears 150-jet A320 order at Dubai Air Show
BA
New Projects/Investments
  • Airbus is poised to secure 100–150 A321neo and A320-family commitments from Flydubai, breaking Boeing’s exclusive supply relationship.
  • Boeing won a separate deal for 11 additional 737 MAX jets with Ethiopian Airlines.
  • Boeing’s financials show a -10.43% operating margin and a 91.02 forward P/E, though insider buying signals market confidence.
  • Flydubai has 175 737 MAX and 30 787 aircraft on its books, highlighting the strategic impact of its potential switch.
7 days ago

Recent SEC filings and earnings call transcripts for BA.

No recent filings or transcripts found for BA.