10:05:20 EST Tue 27 Jan 2026
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Boeing Reports Fourth Quarter Results

2026-01-27 07:30 ET - News Release

Boeing Reports Fourth Quarter Results

PR Newswire

ARLINGTON, Va., Jan. 27, 2026 /PRNewswire/ --

Fourth Quarter 2025

  • Acquired Spirit AeroSystems in December underscoring commitment to safety, quality, and production stability
  • Revenue increased to $23.9 billion primarily reflecting 160 commercial deliveries
  • Earnings reflects $9.6 billion gain on sale associated with closing the Digital Aviation Solutions transaction
  • Operating cash flow of $1.3 billion and free cash flow (non-GAAP)* of $0.4 billion

Full Year 2025

  • Revenue of $89.5 billion and 600 commercial deliveries reflect the highest annual totals since 2018
  • Total company backlog grew to a record $682 billion, including over 6,100 commercial airplanes



   
 
 Table 1. Summary Financial Results           Fourth Quarter               Full Year



   
 
 (Dollars in Millions, except per share data)           2025 2024            Change  2025     2024 Change





   
 
 Revenues                                            $23,948       $15,242           57 % $89,463            $66,517   34 %





   
 
 
              GAAP

---


   
 
 Earnings/(loss) from operations                      $8,777      ($3,770)            NM  $4,281          ($10,707)    NM



   
 
 Operating margins                                      36.7        (24.7)            NM     4.8             (16.1)

                                                                  %            %                     %                 %    NM



   
 
 Net earnings/(loss)                                  $8,220      ($3,861)            NM  $2,238          ($11,829)    NM



   
 
 Diluted earnings/(loss) per share                    $10.23       ($5.46)            NM   $2.48           ($18.36)    NM



   
 
 Operating cash flow                                  $1,331      ($3,450)            NM  $1,065          ($12,080)    NM





   
 
 
              Non-GAAP*

---


   
 
 Core operating earnings/(loss)                       $8,519      ($4,042)            NM  $3,236          ($11,811)    NM



   
 
 Core operating margins                                 35.6        (26.5)            NM     3.6             (17.8)

                                                                  %            %                     %                 %    NM



   
 
 Core earnings/(loss) per share                        $9.92       ($5.90)            NM   $1.19           ($20.38)    NM


 
 *Non-GAAP measure; complete definitions of Boeing's non-GAAP measures are on page 5, "Non-GAAP Measures Disclosures."

The Boeing Company [NYSE: BA] recorded fourth quarter revenue of $23.9 billion, reflecting improved operational performance and higher commercial delivery volume. GAAP earnings per share of $10.23 and core earnings per share (non-GAAP)* of $9.92 primarily reflect a $9.6 billion gain on sale associated with closing the Digital Aviation Solutions transaction, which increased earnings per share by $11.83. The company reported operating cash flow of $1.3 billion and free cash flow (non-GAAP)* of $0.4 billion. Total company backlog grew to a record $682 billion primarily reflecting 1,173 Commercial Airplanes net orders in the year, with all three segments at record levels.

"We made significant progress on our recovery in 2025 and have set the foundation to keep our momentum going in the year ahead," said Kelly Ortberg, Boeing president and chief executive officer. "We completed the acquisition of Spirit AeroSystems and the sale of portions of the Digital Aviation Solutions business and remain focused on promoting stable operations, completing our development programs, rebuilding trust with our stakeholders, and fully restoring Boeing to the iconic company we all know it can be."




 
            
              Table 2. Cash Flow  Fourth Quarter Full Year



 
            
              (Millions)                    2025       2024          2025        2024



 
            
              Operating cash flow         $1,331            ($3,450)         $1,065    ($12,080)



 Less additions to property, plant & equipment           ($956)             ($648)       ($2,942)    ($2,230)



 
            
              Free cash flow*               $375            ($4,098)       ($1,877)   ($14,310)


 
 *Non-GAAP measure; complete definitions of Boeing's non-GAAP measures are on page 5, "Non-GAAP Measures Disclosures."

Operating cash flow was $1.3 billion in the quarter reflecting higher commercial deliveries, as well as working capital timing. Additions to property, plant and equipment primarily reflects higher investments in Charleston and Saint Louis sites.




 
 
 Table 3. Cash, Marketable Securities and Debt Balances       Quarter End



 
 
 (Billions)                                                   4Q 2025     3Q 2025


      Cash and investments in marketable securities
         
 
 1       $29.4    $23.0



 
 
 Consolidated debt                                                  $54.1    $53.4


 
 (1) Marketable securities consist primarily of time deposits due within one year classified as "short-term investments."

Cash and investments in marketable securities totaled $29.4 billion, compared to $23.0 billion at the beginning of the quarter, primarily driven by $10.6 billion in proceeds associated with closing the Digital Aviation Solutions transaction and free cash flow generated in the quarter, partially offset by debt repayment associated with the acquisition of Spirit AeroSystems. Debt was $54.1 billion, up from $53.4 billion at the beginning of the quarter, primarily reflecting the acquisition of Spirit AeroSystems. The company maintains access to credit facilities of $10.0 billion, which remain undrawn.

Segment Results

Commercial Airplanes



      Table 4. Commercial Airplanes Fourth Quarter                Full Year


      (Dollars in Millions)                   2025 2024             Change   2025        2024 Change





 
 
 Deliveries                               160             57           181 %        600                 348   72 %





 
 
 Revenues                             $11,379         $4,762           139 %    $41,494             $22,861   82 %


      Loss from operations                  ($632)      ($2,090)             NM   ($7,079)           ($7,969)    NM


      Operating margins                      (5.6)        (43.9)

                                                 %                                       %                  %
                                                               %             NM     (17.1)             (34.9)    NM

Commercial Airplanes fourth quarter revenue of $11.4 billion and operating margin of (5.6) percent primarily reflect higher deliveries and improved operational performance. Results also include impacts associated with the acquisition of Spirit AeroSystems.

During the quarter, the 737 program increased the production rate to 42 per month and received approval from the Federal Aviation Administration to begin the final phase of 737-10 certification flight testing. The 787 program began transitioning production to eight per month and remains focused on stabilizing at that rate. In the quarter, the 777X program began the Type Inspection Authorization 3 phase of 777-9 certification flight testing, and the company still anticipates first delivery in 2027.

Commercial Airplanes booked 336 net orders in the quarter, including 105 737-10 and 5 787-9 airplanes for Alaska Airlines and 65 777-9 airplanes for Emirates. Commercial Airplanes delivered 160 airplanes and backlog included over 6,100 airplanes valued at a record $567 billion.

Defense, Space & Security



      Table 5. Defense, Space & Security Fourth Quarter                Full Year



 
 
 (Dollars in Millions)                        2025 2024             Change  2025      2024 Change





 
 
 Revenues                                   $7,417         $5,411           37 %  $27,234             $23,918   14 %



 
 
 Loss from operations                       ($507)      ($2,267)            NM   ($128)           ($5,413)    NM



 
 
 Operating margins                           (6.8)        (41.9)

                                                                                           %                  %
                                                      %             %            NM    (0.5)             (22.6)    NM

Defense, Space & Security fourth quarter revenue of $7.4 billion and operating margin of (6.8) percent reflect stabilizing operational performance and higher volume. Results also include $0.6 billion of losses on the KC-46A program primarily driven by higher estimated production support and supply chain costs.

During the quarter, Defense, Space & Security captured an award from the U.S. Air Force for 15 KC-46A Tankers, secured a contract from the U.S. Army for 96 AH-64E Apache helicopters, and delivered the first operational T-7A Red Hawk to the U.S. Air Force at Joint Base San Antonio-Randolph. Backlog at Defense, Space & Security grew to a record $85 billion, with 26 percent representing orders from customers outside the U.S.

Global Services



 Table 6. Global Services                       Fourth Quarter                                                    Full Year


 (Dollars in Millions)            2025            2024                Change           2025              2024                 Change




 Revenues                  $5,209        $5,119                   2 %          $20,923           $19,954                             5 %


 Earnings from operations $10,544          $998                NM              $13,474            $3,618                              NM


 Operating margins          202.4          19.5

                                       %                                                              %                     %
                                                        %                   NM              64.4              18.1                       NM

Global Services fourth quarter revenue was $5.2 billion driven by higher government volume. Operating margin of 202.4 percent primarily reflects a $9.6 billion gain on sale associated with closing the Digital Aviation Solutions transaction.

Global Services secured record annual orders of $28 billion, including an award in the quarter for C-17 flight deck replacement from the U.S. Air Force, and ended the year with a record backlog of $30 billion.

Additional Financial Information



                              Table 7. Additional Financial Information Fourth Quarter Full Year



 
            
              (Dollars in Millions)                               2025       2024         2025        2024



 
            
              Revenues



 Unallocated items, eliminations and other                                      ($57)             ($50)         ($188)      ($216)



 
            
              Earnings/(loss) from operations



 Unallocated items, eliminations and other                                     ($886)            ($683)       ($3,031)    ($2,047)



 FAS/CAS service cost adjustment                                                 $258               $272          $1,045       $1,104



 
            
              Other income, net                                   $201               $432          $1,125       $1,222



 
            
              Interest and debt expense                         ($659)            ($755)       ($2,771)    ($2,725)



 
            
              Effective tax rate                                   1.2                5.7            15.1          3.1


                                                                                     %                 %              %           %

Unallocated items, eliminations and other primarily reflects timing of allocations.

Non-GAAP Measures Disclosures

We supplement the reporting of our financial information determined under Generally Accepted Accounting Principles in the United States of America (GAAP) with certain non-GAAP financial information. The non-GAAP financial information presented excludes certain significant items that may not be indicative of, or are unrelated to, results from our ongoing business operations. We believe that these non-GAAP measures provide investors with additional insight into the company's ongoing business performance. These non-GAAP measures should not be considered in isolation or as a substitute for the related GAAP measures, and other companies may define such measures differently. We encourage investors to review our financial statements and publicly-filed reports in their entirety and not to rely on any single financial measure. The following definitions are provided:

Core Operating Earnings/(Loss), Core Operating Margins and Core Earnings/(Loss) Per Share

Core operating earnings/(loss) is defined as GAAP Earnings/(loss) from operations excluding the FAS/CAS service cost adjustment. The FAS/CAS service cost adjustment represents the difference between the Financial Accounting Standards (FAS) pension and postretirement service costs calculated under GAAP and costs allocated to the business segments. Core operating margins is defined as Core operating earnings/(loss) expressed as a percentage of revenue. Core earnings/(loss) per share is defined as GAAP Diluted earnings/(loss) per share excluding the net earnings/(loss) per share impact of the FAS/CAS service cost adjustment and Non-operating pension and postretirement expenses. Non-operating pension and postretirement expenses represent the components of net periodic benefit costs other than service cost. Pension costs allocated to BDS and BGS businesses supporting government customers are computed in accordance with U.S. Government Cost Accounting Standards (CAS), which employ different actuarial assumptions and accounting conventions than GAAP. CAS costs are allocable to government contracts. Other postretirement benefit costs are allocated to all business segments based on CAS, which is generally based on benefits paid. Management uses core operating earnings/(loss), core operating margins and core earnings/(loss) per share for purposes of evaluating and forecasting underlying business performance. Management believes these core measures provide investors additional insights into operational performance as they exclude non-service pension and post-retirement costs, which primarily represent costs driven by market factors and costs not allocable to government contracts. A reconciliation of these non-GAAP measures to the most directly comparable GAAP measure is provided on page 12 and 13.

Free Cash Flow

Free cash flow is GAAP operating cash flow reduced by capital expenditures for property, plant and equipment. Management believes free cash flow provides investors with an important perspective on the cash available for shareholders, debt repayment, and acquisitions after making the capital investments required to support ongoing business operations and long term value creation. Free cash flow does not represent the residual cash flow available for discretionary expenditures as it excludes certain mandatory expenditures such as repayment of maturing debt. Management uses free cash flow as a measure to assess both business performance and overall liquidity. See Table 2 on page 2 for a reconciliation of free cash flow to the most directly comparable GAAP measure, operating cash flow.

Caution Concerning Forward-Looking Statements

This press release contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "may," "will," "should," "expects," "intends," "projects," "plans," "believes," "estimates," "targets," "anticipates," and other similar words or expressions, or the negative thereof, generally can be used to help identify these forward-looking statements. Examples of forward-looking statements include statements relating to our future financial condition and operating results, industry projections and outlooks, plans, objectives and goals, as well as any other statement that does not directly relate to any historical or current fact. Forward-looking statements are based on expectations and assumptions that we believe to be reasonable when made, but that may not prove to be accurate.

These statements are not guarantees and are subject to risks, uncertainties, and changes in circumstances that are difficult to predict. Many factors could cause actual results to differ materially and adversely from these forward-looking statements. Among these factors are risks related to: (1) general conditions in the economy and our industry, including those due to regulatory changes; (2) our reliance on our commercial airline customers; (3) the overall health of our aircraft production system, production quality issues, commercial airplane production rates, our ability to successfully develop and certify new aircraft or new derivative aircraft, and the ability of our aircraft to meet stringent performance and reliability standards; (4) changing budget and appropriation levels and acquisition priorities of the U.S. government, as well as significant delays in U.S. government appropriations; (5) our dependence on our subcontractors and suppliers, as well as the availability of highly skilled labor and raw materials; (6) work stoppages or other labor disruptions; (7) competition within our markets; (8) our non-U.S. operations and sales to non-U.S. customers, including tariffs, trade restrictions and government actions; (9) changes in accounting estimates; (10) realizing the anticipated benefits of mergers, acquisitions, joint ventures/strategic alliances or divestitures, including anticipated synergies and quality improvements related to our acquisition of Spirit AeroSystems Holdings, Inc.; (11) our dependence on U.S. government contracts; (12) our reliance on fixed-price contracts; (13) our reliance on cost-type contracts; (14) contracts that include in-orbit incentive payments; (15) management of a complex, global IT infrastructure; (16) compromised or unauthorized access to our, our customers' and/or our suppliers' information and systems; (17) potential business disruptions, including threats to physical security or our information technology systems, extreme weather (including effects of climate change) or other acts of nature, and pandemics or other public health crises; (18) potential adverse developments in new or pending litigation and/or government inquiries or investigations; (19) potential environmental liabilities; (20) effects of climate change and legal, regulatory or market responses to such change; (21) credit rating agency actions and our ability to effectively manage our liquidity; (22) substantial pension and other postretirement benefit obligations; (23) the adequacy of our insurance coverage; (24) the dilutive effect of future issuances of our common stock; and (25) the preferential treatment of our 6.00% mandatory convertible preferred stock.

Additional information concerning these and other factors can be found in our filings with the Securities and Exchange Commission, including our most recent Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and Current Reports on Form 8-K. Any forward-looking statement speaks only as of the date on which it is made, and we assume no obligation to update or revise any forward-looking statement, whether as a result of new information, future events, or otherwise, except as required by law.


 Contact:





 Investor Relations:   Eric Hill or David Dufault
                         BoeingInvestorRelations@boeing.com




 Communications:     
 Wilson Chow media@boeing.com



 
            The Boeing Company and Subsidiaries


 
            Consolidated Statements of Operations


 (Unaudited)




                                                                                                                          Twelve months ended            Three months ended
                                                                                             December 31           December 31



 
            
              (Dollars in millions, except per share data)                         2025       2024             2025             2024



 Sales of products                                                                           $75,356      $53,227            $20,445            $11,901



 Sales of services                                                                            14,107       13,290              3,503              3,341



 
            
              Total revenues                                                   89,463       66,517             23,948             15,242





 Cost of products                                                                           (73,761)     (57,394)          (19,239)           (14,010)



 Cost of services                                                                           (11,413)     (11,114)           (2,897)           (2,821)



 
            
              Total costs and expenses                                       (85,174)     (68,508)          (22,136)           (16,831)


                                                                                                4,289      (1,991)             1,812            (1,589)



 Income/(loss) from operating investments, net                                                    25           71               (17)                12



 General and administrative expense                                                          (6,090)     (5,021)           (1,663)           (1,398)



 Research and development expense, net                                                       (3,615)     (3,812)             (964)             (836)



 Gain on dispositions, net                                                                     9,672           46              9,609                 41



 
            
              Earnings/(loss) from operations                                   4,281     (10,707)             8,777            (3,770)



 Other income, net                                                                             1,125        1,222                201                432



 Interest and debt expense                                                                   (2,771)     (2,725)             (659)             (755)



 
            
              Earnings/(loss) before income taxes                               2,635     (12,210)             8,319            (4,093)



 Income tax (expense)/benefit                                                                  (397)         381               (99)               232



 
            
              Net earnings/(loss)                                               2,238     (11,829)             8,220            (3,861)



 Less: net earnings/(loss) attributable to noncontrolling interest                                 3         (12)                                   4



 
            
              Net earnings/(loss) attributable to Boeing shareholders           2,235     (11,817)             8,220            (3,865)



 Less: Mandatory convertible preferred stock dividends accumulated during the period             345           58                 86                 58



 
            
              Net earnings/(loss) attributable to Boeing common shareholders   $1,890    ($11,875)            $8,134           ($3,923)



 
            
              Basic earnings/(loss) per share                                   $2.49     ($18.36)            $10.59            ($5.46)



 
            
              Diluted earnings/(loss) per share                                 $2.48     ($18.36)            $10.23            ($5.46)






          
            The Boeing Company and Subsidiaries


          
            Consolidated Statements of Financial Position


          (Unaudited)





          
            
              (Dollars in millions, except per share data)        December 31 December 31
                                                                                                  2025         2024



          
            
              Assets



          Cash and cash equivalents                                                           $10,921      $13,801



          Short-term and other investments                                                     18,479       12,481



          Accounts receivable, net                                                              2,921        2,631



          Unbilled receivables, net                                                             9,158        8,363



          Current portion of financing receivables, net                                                     207



          Inventories                                                                          84,679       87,550



          Other current assets, net                                                             2,301        2,965



          
            
              Total current assets                                    128,459      127,998



          Financing receivables and operating lease equipment, net                                241          314



          Property, plant and equipment, net of accumulated depreciation of $23,613 and        15,361       11,412

                                                                                         
  $22,925



          Goodwill                                                                             17,275        8,084



          Acquired intangible assets, net                                                       1,567        1,957



          Deferred income taxes                                                                   107          185



          Investments                                                                           1,048          999



          Other assets, net of accumulated amortization of $1,014 and $1,085                    4,177        5,414



          
            
              Total assets                                           $168,235     $156,363



          
            
              Liabilities and equity



          Accounts payable                                                                    $13,109      $11,364



          Accrued liabilities                                                                  27,141       24,103



          Advances and progress billings                                                       59,404       60,333



          Short-term debt and current portion of long-term debt                                 8,461        1,278



          
            
              Total current liabilities                               108,115       97,078



          Deferred income taxes                                                                   216          122



          Accrued retiree health care                                                           2,091        2,176



          Accrued pension plan liability, net                                                   4,287        5,997



          Other long-term liabilities                                                           2,432        2,318



          Long-term debt                                                                       45,637       52,586



          
            
              Total liabilities                                       162,778      160,277



          Shareholders' equity:



          Mandatory convertible preferred stock, 6.00% Series A, par value $1.00 -                  6            6
20,000,000 shares authorized; 5,750,000 shares issued; aggregate


          liquidation preference $5,750



               Common stock, par value $5.00 - 1,200,000,000 shares authorized;                 5,061        5,061
     1,012,261,159 shares issued



          Additional paid-in capital                                                           21,441       18,964



               Treasury stock, at cost - 227,562,889 and 263,044,840 shares                  (28,029)    (32,386)



          Retained earnings                                                                    17,252       15,362



          Accumulated other comprehensive loss                                               (10,277)    (10,915)



          
            
              Total shareholders' equity/(deficit)                      5,454      (3,908)



          Noncontrolling interests                                                                  3          (6)



          
            
              Total equity                                              5,457      (3,914)



          
            
              Total liabilities and equity                           $168,235     $156,363


          
            The Boeing Company and Subsidiaries


          
            Consolidated Statements of Cash Flows
(Unaudited)




                                                                                                                                   Twelve months ended

                                                                                                                                    December 31



          
            
              (Dollars in millions)                                                        2025      2024



          
            
              Cash flows - operating activities:



          Net earnings/(loss)                                                                                    $2,238 ($11,829)



          Adjustments to reconcile net loss to net cash used by operating activities:



          Non-cash items -



          Share-based plans expense                                                                                 426       407



          Treasury shares issued for 401(k) contributions                                                         1,530     1,601



          Depreciation and amortization                                                                           1,953     1,836



          Investment/asset impairment charges, net                                                                   45       112



          Gain on dispositions, net                                                                             (9,672)     (46)



          777X and 767 reach-forward losses                                                                       5,283     4,079



          Other charges and credits, net                                                                            264       528



          Changes in assets and liabilities -



          Accounts receivable                                                                                      (95)     (37)



          Unbilled receivables                                                                                    (677)     (60)



          Advances and progress billings                                                                          (723)    4,069



          Inventories                                                                                           (1,501) (12,353)



          Other current assets                                                                                      155      (16)



          Accounts payable                                                                                          724     (793)



          Accrued liabilities                                                                                     1,341     1,563



          Income taxes receivable, payable and deferred                                                             115     (567)



          Other long-term liabilities                                                                             (346)    (329)



          Pension and other postretirement plans                                                                  (593)    (959)



          Financing receivables and operating lease equipment, net                                                  274       512



          Other                                                                                                     324       202



          
            
              Net cash provided/(used) by operating activities                            1,065  (12,080)



          
            
              Cash flows - investing activities:



          Payments to acquire property, plant and equipment                                                     (2,942)  (2,230)



          Proceeds from disposals of property, plant and equipment                                                   82        49



          Acquisitions, net of cash acquired                                                                    (1,248)     (50)



          Proceeds from dispositions                                                                             10,585       124



          Contributions to investments                                                                         (51,938)  (13,856)



          Proceeds from investments                                                                              46,628     4,743



          Supplier notes receivable                                                                               (662)    (694)



          Repayments on supplier notes receivable                                                                     2        40



          Purchase of distribution rights                                                                           (9)     (88)



          Other                                                                                                       1      (11)



          
            
              Net cash provided/(used) by investing activities                              499  (11,973)



          
            
              Cash flows - financing activities:



          New borrowings                                                                                            165    10,161



          Debt repayments                                                                                       (3,621)  (8,673)



          Common stock issuance, net of issuance costs                                                                  18,200



          Mandatory convertible preferred stock issuance, net of issuance costs                                          5,657



          Employee taxes on certain share-based payment arrangements                                               (34)     (83)



          Dividends paid on mandatory convertible preferred stock                                                 (331)



          Other                                                                                                      58      (53)



          
            
              Net cash (used)/provided by financing activities                          (3,763)   25,209



          Effect of exchange rate changes on cash and cash equivalents                                               40      (47)



          
            
              Net (decrease)/increase in cash & cash equivalents, including restricted  (2,159)    1,109



          Cash & cash equivalents, including restricted, at beginning of year                                    13,822    12,713



          
            
              Cash & cash equivalents, including restricted, at end of year              11,663    13,822



          Less restricted cash & cash equivalents, included in Investments                                          742        21



          
            
              Cash & cash equivalents at end of year                                    $10,921   $13,801


 
            The Boeing Company and Subsidiaries


 
            Summary of Business Segment Data


 (Unaudited)


                                                                                                                      Twelve months ended            Three months ended
                                                                                             December 31           December 31



 
            
              (Dollars in millions)                                              2025         2024           2025               2024



 Revenues:



 Commercial Airplanes                                                                        $41,494      $22,861        $11,379             $4,762



 Defense, Space & Security                                                                    27,234       23,918          7,417              5,411



 Global Services                                                                              20,923       19,954          5,209              5,119



 Unallocated items, eliminations and other                                                     (188)       (216)          (57)              (50)



 
            
              Total revenues                                                  $89,463      $66,517        $23,948            $15,242



 Earnings/(loss) from operations:



 Commercial Airplanes                                                                       ($7,079)     ($7,969)        ($632)          ($2,090)



 Defense, Space & Security                                                                     (128)     (5,413)         (507)           (2,267)



 Global Services                                                                              13,474        3,618         10,544                998



 
            
              Segment operating earnings/(loss)                                 6,267      (9,764)         9,405            (3,359)



 Unallocated items, eliminations and other                                                   (3,031)     (2,047)         (886)             (683)



 FAS/CAS service cost adjustment                                                               1,045        1,104            258                272



 
            
              Earnings/(loss) from operations                                   4,281     (10,707)         8,777            (3,770)



 Other income, net                                                                             1,125        1,222            201                432



 Interest and debt expense                                                                   (2,771)     (2,725)         (659)             (755)



 
            
              Earnings/(loss) before income taxes                               2,635     (12,210)         8,319            (4,093)



 Income tax (expense)/benefit                                                                  (397)         381           (99)               232



 
            
              Net earnings/(loss)                                               2,238     (11,829)         8,220            (3,861)



 Less: net earnings/(loss) attributable to noncontrolling interest                                 3         (12)                               4



 
            
              Net earnings/(loss) attributable to Boeing shareholders           2,235     (11,817)         8,220            (3,865)



 Less: Mandatory convertible preferred stock dividends accumulated during the period             345           58             86                 58



 
            
              Net earnings/(loss) attributable to Boeing common shareholders   $1,890    ($11,875)        $8,134           ($3,923)



 
            
              Research and development expense, net:



 Commercial Airplanes                                                                         $2,202       $2,386           $545               $534



 Defense, Space & Security                                                                       877          917            259                189



 Global Services                                                                                 125          132             34                 29



 Other                                                                                           411          377            126                 84



 
            
              Total research and development expense, net                      $3,615       $3,812           $964               $836



 
            
              Unallocated items, eliminations and other:



 Share-based plans                                                                             ($49)        $171           ($9)               $53



 Deferred compensation                                                                         (182)       (114)          (32)              (14)



 Amortization of previously capitalized interest                                                (92)        (93)          (28)              (23)



 Research and development expense, net                                                         (411)       (377)         (126)              (84)



 Eliminations and other unallocated items                                                    (2,297)     (1,634)         (691)             (615)



 
            
              Sub-total (included in Core operating earnings/(loss))          (3,031)     (2,047)         (886)             (683)



 Pension FAS/CAS service cost adjustment                                                         784          811            196                203



 Postretirement FAS/CAS service cost adjustment                                                  261          293             62                 69



 
            
              FAS/CAS service cost adjustment                                   1,045        1,104           $258               $272



 
            
              Total                                                          ($1,986)       ($943)        ($628)            ($411)


 
            The Boeing Company and Subsidiaries


 
            Operating and Financial Data


 (Unaudited)





 
            
              Deliveries                                  Twelve months ended                      Three months ended
                                                         December 31
                                                                                                       December 31



 Commercial Airplanes                                        2025   2024  2025             2024



 737                                                       447      265     117                 36



 767                                                        30       18      10                  3



 777                                                        35       14       6                  3



 787                                                        88       51      27                 15



 
            
              Total                         600      348     160                 57







 Defense, Space & Security



 AH-64 Apache (New)                                         19       16       5                     6



 AH-64 Apache (Remanufactured)                              42       34      14                    10



 CH-47 Chinook (New)                                         3        4       2                     2



 CH-47 Chinook (Renewed)                                    11        9       2                     2



 F-15 Models                                                 9       14       2                     4



 F/A-18 Models                                              14       11       2                     6



 KC-46 Tanker                                               14       10       5



 MH-139                                                      9        6       3                     3



 P-8 Models                                                  6        4       2



      T-7A Red Hawk                                                  2                            1



      Commercial Satellites                                  4        2                            2


                              Total
            
  
 
 1    131      112      37                    36


 
 (1) Deliveries of new-build production units, including remanufactures and modifications



                              Total backlog 
 
 
 (Dollars in
                               millions)                      December 31 December 31
                                                                     2025         2024



 Commercial Airplanes                                           $567,290     $435,175



 Defense, Space & Security                                        84,786       64,023



 Global Services                                                  29,720       21,403



 Unallocated items, eliminations and other                           411          735



 
            
              Total backlog                      $682,207     $521,336





 Contractual backlog                                            $639,721     $498,802



 Unobligated backlog                                              42,486       22,534



 
            
              Total backlog                      $682,207     $521,336



The Boeing Company and Subsidiaries
Reconciliation of Non-GAAP Measures
(Unaudited)

The tables provided below reconcile the non-GAAP financial measures core operating earnings/(loss), core operating margins, and core earnings/(loss) per share with the most directly comparable GAAP financial measures of earnings/(loss) from operations, operating margins, and diluted earnings/(loss) per share. See page 5 of this release for additional information on the use of these non-GAAP financial measures.




 
            
              (Dollars in millions, except per share data)                              Fourth Quarter 2025           Fourth Quarter 2024


                                                                                               
 
  
            $ millions Per Share                      
 $ millions Per Share



 
            
              Revenues                                                                              $23,948                                                $15,242



 
            
              Earnings/(loss) from operations (GAAP)                                                  8,777                                                (3,770)


                                                                                                   36.7


                                                                                                                                                                                %

 
            
              Operating margins (GAAP)                                                                    %                                                (24.7)





 
            
              FAS/CAS service cost adjustment:



 Pension FAS/CAS service cost adjustment                                                                             (196)                                                 (203)



 Postretirement FAS/CAS service cost adjustment                                                                       (62)                                                  (69)



 
            
              FAS/CAS service cost adjustment                                                         (258)                                                 (272)



 
            
              Core operating earnings/(loss) (non-GAAP)                                              $8,519                                               ($4,042)


                                                                                                   35.6


                                                                                                                                                                                %

 
            
              Core operating margins (non-GAAP)                                                           %                                                (26.5)





 
            
              Diluted earnings/(loss) per share (GAAP)                                                         $10.23                                              ($5.46)



 Pension FAS/CAS service cost adjustment                                                                            ($196)                       ($0.24)                          ($203)   ($0.28)



 Postretirement FAS/CAS service cost adjustment                                                                                 (62)                            (0.08)                        (69)    (0.10)



    Non-operating pension income                                                                                      (49)                        (0.06)                           (108)    (0.15)



    Non-operating postretirement income                                                                                          (5)                            (0.01)                        (18)    (0.03)



    Provision for deferred income taxes on adjustments (1)                                                              66                           0.08                               84       0.12



 
            
              Subtotal of adjustments                                                                ($246)                       ($0.31)                          ($314)   ($0.44)



 
            
              Core earnings/(loss) per share (non-GAAP)                                                         $9.92                                              ($5.90)





 
            
              Diluted weighted average common shares outstanding (in millions)                                  803.8                                                717.9



 (1)
 
 The income tax impact is calculated using the U.S. corporate statutory tax rate
 .

The Boeing Company and Subsidiaries
Reconciliation of Non-GAAP Measures
(Unaudited)

The tables provided below reconcile the non-GAAP financial measures core operating earnings/(loss), core operating margins, and core earnings/(loss) per share with the most directly comparable GAAP financial measures of earnings/(loss) from operations, operating margins, and diluted earnings/(loss) per share. See page 5 of this release for additional information on the use of these non-GAAP financial measures.




 
            
              (Dollars in millions, except per share data)                             Full Year 2025           Full Year 2024


                                                                                               
 
 
       $ millions Per Share                 
 $ millions Per Share



 
            
              Revenues                                                                        $89,463                                           $66,517



 
            
              Earnings/(loss) from operations (GAAP)                                            4,281                                          (10,707)


                                                                                                   4.8


                                                                                                                                                                     %

 
            
              Operating margins (GAAP)                                                              %                                           (16.1)





 
            
              FAS/CAS service cost adjustment:



 Pension FAS/CAS service cost adjustment                                                                       (784)                                            (811)



 Postretirement FAS/CAS service cost adjustment                                                                (261)                                            (293)



 
            
              FAS/CAS service cost adjustment                                                 (1,045)                                          (1,104)



 
            
              Core operating earnings/(loss) (non-GAAP)                                        $3,236                                         ($11,811)



 
            
              Core operating margins (non-GAAP)                                                   3.6                                            (17.8)

                                                                                                                    %
                                                                                                                                                                     %





 
            
              Diluted earnings/(loss) per share (GAAP)                                                    $2.48                                          ($18.36)



 Pension FAS/CAS service cost adjustment                                                                      ($784)                  ($1.03)                            ($811)   ($1.26)



 Postretirement FAS/CAS service cost adjustment                                                                          (261)                       (0.34)                         (293)    (0.45)



    Non-operating pension income                                                                               (176)                   (0.24)                             (476)    (0.74)



    Non-operating postretirement income                                                                                   (19)                       (0.02)                          (73)    (0.11)



    Provision for deferred income taxes on adjustments (1)                                                       260                      0.34                                347       0.54



 
            
              Subtotal of adjustments                                                          ($980)                  ($1.29)                          ($1,306)   ($2.02)



 
            
              Core earnings/(loss) per share (non-GAAP)                                                   $1.19                                          ($20.38)





 
            
              Diluted weighted average common shares outstanding (in millions)                            762.3                                             646.9



 (1)
 
 The income tax impact is calculated using the U.S. corporate statutory tax rate
 .

View original content:https://www.prnewswire.com/news-releases/boeing-reports-fourth-quarter-results-302671199.html

SOURCE Boeing

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