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

The Boeing Company’s (BA) Commercial Airplanes segment delivered 160 aircraft in the fourth quarter, bringing the full-year 2025 total to 600 units. This represents the company’s highest annual delivery volume since 2018. Full-year 2025 revenue reached $89.5 billion, a 34% increase from $66.5 billion in fiscal 2024. Despite the revenue growth, the Commercial Airplanes segment […]

January 27, 2026 1 min read

The Boeing Company’s (BA) Commercial Airplanes segment delivered 160 aircraft in the fourth quarter, bringing the full-year 2025 total to 600 units. This represents the company’s highest annual delivery volume since 2018. Full-year 2025 revenue reached $89.5 billion, a 34% increase from $66.5 billion in fiscal 2024. Despite the revenue growth, the Commercial Airplanes segment […]

Analyst activity today remained focused on target price adjustments. Sanford C. Bernstein raised its price target to $298.00 from $277.00, maintaining an “Outperform” rating. Citigroup also boosted its target to $270.00, citing the $10.6 billion in total proceeds from the Digital Aviation sale as a critical buffer for the company’s $54.1 billion consolidated debt load.

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