Leading up to its third-quarter 2025 report, The Boeing Company is facing a revised and notably negative outlook from research analysts at William Blair. Analyst L. Dipalma specifically slashed the aerospace industry giant’s earnings estimates, now projecting a significant downturn to ($0.32) per share, a considerable drop from the previous ($0.16). This pivotal report, released on Tuesday, July 29th, underscores a cautious sentiment regarding Boeing’s near-term financial performance.
Despite the updated earnings estimates, Boeing recently reported its Q3 results on the same day, revealing an earnings per share (EPS) of ($1.24), which fell short of analysts’ consensus estimates of ($0.92). However, the company’s revenue for the quarter reached $22.75 billion, surpassing expectations of $20.13 billion and demonstrating a robust 34.9% year-over-year increase. This mixed performance highlights the complexities within the financial analysis of such a large corporation.
William Blair’s updated financial analysis extends beyond just Q3 2025, with their analyst also issuing earnings estimates for Boeing’s Q4 2025 at $0.08 EPS. The broader consensus for Boeing’s current full-year earnings stands at ($2.58) per share, signaling a challenging period for the company’s profitability. These revised figures are crucial for investors following the BA stock performance.
Examining Boeing’s presence in the stock market, shares opened at $221.94 on Friday, with recent trading activity showing a fifty-day moving average price of $215.23 and a two-hundred-day moving average price of $188.67. The company boasts a substantial market capitalization of $167.82 billion, albeit with a PE ratio of -13.44 and a beta of 1.48. Boeing has experienced considerable volatility, with a one-year low of $128.88 and a one-year high of $242.69.
Recent activities among institutional investors underscore the dynamic nature of Boeing’s ownership. Several major firms, including Wallace Advisory Group LLC, Aspire Capital Advisors LLC, Lantz Financial LLC, Atlas Brown Inc., and Moody National Bank Trust Division, have incrementally boosted their positions in BA stock during the second quarter. This sustained, albeit modest, increase in holdings indicates continued institutional confidence, with 64.82% of the stock currently owned by these large entities, a key point for financial analysis.
Beyond institutional movements, insider trading also provides insights into Boeing’s internal perception. SVP Brendan J. Nelson recently sold 640 shares for over $132,000, reducing his direct ownership by 4.60%. Similarly, EVP Jeffrey S. Shockey divested 3,205 shares totaling over $650,000, resulting in a 13.51% decrease in his holdings. These transactions, filed with the Securities & Exchange Commission, represent typical insider adjustments, though earnings estimates can influence such decisions.
As a global leader, The Boeing Company’s operations span far beyond just commercial airliners. Through its Commercial Airplanes; Defense, Space & Security; and Global Services segments, the company is deeply involved in designing, developing, manufacturing, selling, servicing, and supporting a wide array of products, from military aircraft and satellites to missile defense and human space flight systems. This broad portfolio impacts its overall financial analysis and market position within the aerospace industry.
