Boeing (BA) Stock Forecast & Price Target

Boeing's financial performance for the 12 months ending September 2025 reveals a notable 10.16% year-over-year increase in net sales revenue, rising from $73.29 billion to $80.76 billion, driven primarily by strong commercial jet deliveries. The significant resurgence in the Commercial Airplanes segment, which saw a revenue increase of 49% year-over-year to $11.09 billion, is attributed to a substantial uptick in deliveries, particularly of the 737 and 787 models, amidst robust long-term air traffic growth. Additionally, the Defense, Space, and Security segment contributed to the positive outlook with a 25% year-over-year revenue increase to $6.90 billion, complemented by a 10% rise in Global Services revenues, further indicating a diversified growth trajectory for Boeing.

Boeing's financial performance has shown significant declines, with Economic Profit (EP) decreasing by 25.06% year-over-year, resulting in a larger loss of $13.32 billion. Additionally, Net Operating Profit After Tax (NOPAT) fell by 25.07%, compounding challenges with a deeper loss of $8.8 billion, while Return on Capital (ROC) further deteriorated from -15.05% to -16.83%. Moreover, Economic Operating Cash Flow (EBITDAR) drastically worsened by 188.51%, indicating severe cash flow issues amid heightened regulatory oversight and supply chain uncertainties.