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Boeing Q4 Earnings Highlights

$BA (-1,25 %)


🔹 Revenue: $15.24B (Est. $17.04B) 🔴; DOWN -31% YoY

🔹 Core Loss Per Share: ($5.90) (Est. ($1.74)) 🔴

🔹 Operating Cash Flow: ($3.5B), reflecting IAM work stoppage impacts

🔹 Free Cash Flow: ($4.1B)

🔸 2025 Guidance: Not provided explicitly but expects further improvement in operations


Q4 SEGMENTS:

Commercial Airplanes

🔹 Revenue: $4.76B (Est. $5.53B) 🔴; DOWN -55% YoY

🔹 Deliveries: 57 (DOWN -64% YoY)

🔹 Operating Margin: -43.9% (Impacted by $1.1B in pre-tax charges on 777X/767 programs)

🔹 Backlog: Over 5,500 airplanes valued at $435B


Defense, Space & Security

🔹 Revenue: $5.41B (Est. $6.34B) 🔴; DOWN -20% YoY

🔹 Operating Margin: -41.9% (Impacted by $1.7B pre-tax charges on defense programs)

🔹 Backlog: $64B, with 29% from international orders


Global Services

🔹 Revenue: $5.12B (Est. $5.06B) 🟢; UP +6% YoY

🔹 Operating Margin: 19.5% (UP +2.1 percentage points YoY)


Full-Year 2024 Summary

🔹 Revenue: $66.52B; DOWN -14% YoY

🔹 Net Loss: ($11.83B); SIGNIFICANTLY WIDER YoY

🔹 Commercial Airplane Deliveries: 348 (DOWN -34% YoY)

🔹 Backlog: $521B


Updates and Outlook

🔸 737 Program: Production resumed, with plans for gradual rate increases

🔸 777X: FAA certification flight testing resumed; first delivery anticipated in 2026

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