The Boeing Company’s (BA) Commercial Deliveries Hit Post-2018 Peak Amid Macro Hardware Shift

Alpha Street
2026.01.27 18:03
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Boeing's Commercial Airplanes segment delivered 160 aircraft in Q4 2025, totaling 600 for the year, the highest since 2018. Revenue reached $89.5 billion, a 34% increase from 2024. However, the segment reported a -17.1% operating margin due to $4.9 billion in charges on the 777X program. Supply chain issues continue to affect production. Boeing's backlog grew to $682 billion. Analysts raised price targets, with Bernstein at $298 and Citigroup at $270, highlighting the importance of proceeds from the Digital Aviation sale for managing debt.