Boeing Q4 2025 Earnings: Massive Revenue Beat & 2026 Cash Flow Guidance Explained ($BA)
Автор: Big Picture Investing With Kevin McCormick
Загружено: 2026-01-27
Просмотров: 72
Описание:
Is the Boeing turnaround finally real? In this video, we break down Boeing’s (BA) Q4 and Full Year 2025 earnings results. Revenue surged 57% to 23.9billion,andthecompanydelivered600airplanesin2025—itshighesttotalsince2018,.However,themassiveEPSbeat(9.92) isn't exactly what it seems.
We dig into the numbers to see how much of that profit came from the one-time sale of Digital Aviation Solutions versus actual factory operations. Plus, we analyze CEO Kelly Ortberg’s roadmap for 2026, including the integration of Spirit AeroSystems and the path to $10 billion in free cash flow,.
In this video, we cover:
• 0:00 - Intro & Executive Summary
• 1:30 - Revenue Breakdown: $23.9B Q4 Beat & Record Backlog ($567B),
• 3:45 - The EPS "Miracle": Explaining the $11.83 gain from asset divestitures
• 6:10 - Cash Flow Analysis: Positive Q4 FCF vs. Full Year Cash Burn,
• 8:20 - 2026 Guidance: The path to $1B - $3B in Free Cash Flow,
• 11:00 - Risks: The $565M KC-46A Tanker charge & Spirit AeroSystems drag,
• 13:15 - Final Verdict: Is $BA a buy now?
#Boeing #StockMarket #EarningsCall #Investing #AviationNews #KellyOrtberg #SpiritAeroSystems
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