We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Is Boeing's Q4 Delivery Growth Indicating Better Execution?
Read MoreHide Full Article
Key Takeaways
BA delivered 160 commercial jets in Q4 and 600 for 2025, sharply higher than the prior year's totals.
Most Q4 commercial deliveries came from the 737 program, with additional 787, 767 and 777 jet deliveries.
BA's defense unit delivered 37 aircraft in Q4 and 131 for the year, supporting its diversified portfolio.
The Boeing Company (BA - Free Report) recently reported its fourth-quarter 2025 delivery figures, reflecting steady activity across both its commercial and defense businesses. During the quarter, the company delivered 160 commercial airplanes, much higher than 57 aircraft delivered in the year-ago period.
For the full year, Boeing delivered 600 commercial jets, marking a sharp increase from 348 deliveries in 2024. Most fourth-quarter commercial deliveries came from the 737 program, with 117 aircraft handed over to customers. The company also delivered 27 787, along with smaller numbers of 767 and 777 models.
On the defense side, Boeing’s Defense, Space and Security segment delivered 37 aircraft in the fourth quarter compared with 36 units in the same period last year. These deliveries included new and remanufactured AH-64 Apache helicopters, CH-47 Chinooks and KC-46 tankers.
For the full year, defense deliveries totaled 131 aircraft, up from 112 units delivered in the prior year. Although defense volumes remain lower than commercial deliveries, they continue to support Boeing’s diversified aerospace portfolio. Overall, the year-over-year improvement in both quarterly and annual deliveries reflects better production execution and a steadier delivery pace.
Higher deliveries should help Boeing convert production into revenues more efficiently and improve overall cash flow. A steadier delivery pace also signals better operational control, which can strengthen customer confidence. In addition, balanced growth across commercial and defense programs supports more stable performance and highlights the benefits of Boeing’s diversified business.
Delivery Performance of Key Industry Players
Airbus SE (EADSY - Free Report) : Airbus delivered 793 commercial aircraft in 2025, higher than Boeing’s 600 deliveries for the year. The total also increased from 766 aircraft delivered in 2024, reflecting steady year-over-year growth. Strong execution across the A220, A320, A330 and A350 programs helped Airbus maintain a higher overall delivery volume.
Embraer S.A. (EMBJ - Free Report) : Embraer delivered 148 aircraft in the first nine months of 2025, including 46 commercial and 102 executive jets. This compares with 128 total deliveries in the first nine months of 2024, which included 42 commercial and 86 executive jets. While smaller in scale than Boeing and Airbus, Embraer continues to see steady demand across its regional and business jet markets.
The Zacks Rundown for BA
Shares of BA have surged 47.2% in the past year compared with the industry’s 35.4% growth.
Image Source: Zacks Investment Research
The company’s shares are trading at a discount on a relative basis, with its forward 12-month Price/Sales being 1.96X compared with its industry’s average of 2.76X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for BA’s 2026 earnings has moved south over the past 60 days.
Image: Bigstock
Is Boeing's Q4 Delivery Growth Indicating Better Execution?
Key Takeaways
The Boeing Company (BA - Free Report) recently reported its fourth-quarter 2025 delivery figures, reflecting steady activity across both its commercial and defense businesses. During the quarter, the company delivered 160 commercial airplanes, much higher than 57 aircraft delivered in the year-ago period.
For the full year, Boeing delivered 600 commercial jets, marking a sharp increase from 348 deliveries in 2024. Most fourth-quarter commercial deliveries came from the 737 program, with 117 aircraft handed over to customers. The company also delivered 27 787, along with smaller numbers of 767 and 777 models.
On the defense side, Boeing’s Defense, Space and Security segment delivered 37 aircraft in the fourth quarter compared with 36 units in the same period last year. These deliveries included new and remanufactured AH-64 Apache helicopters, CH-47 Chinooks and KC-46 tankers.
For the full year, defense deliveries totaled 131 aircraft, up from 112 units delivered in the prior year. Although defense volumes remain lower than commercial deliveries, they continue to support Boeing’s diversified aerospace portfolio. Overall, the year-over-year improvement in both quarterly and annual deliveries reflects better production execution and a steadier delivery pace.
Higher deliveries should help Boeing convert production into revenues more efficiently and improve overall cash flow. A steadier delivery pace also signals better operational control, which can strengthen customer confidence. In addition, balanced growth across commercial and defense programs supports more stable performance and highlights the benefits of Boeing’s diversified business.
Delivery Performance of Key Industry Players
Airbus SE (EADSY - Free Report) : Airbus delivered 793 commercial aircraft in 2025, higher than Boeing’s 600 deliveries for the year. The total also increased from 766 aircraft delivered in 2024, reflecting steady year-over-year growth. Strong execution across the A220, A320, A330 and A350 programs helped Airbus maintain a higher overall delivery volume.
Embraer S.A. (EMBJ - Free Report) : Embraer delivered 148 aircraft in the first nine months of 2025, including 46 commercial and 102 executive jets. This compares with 128 total deliveries in the first nine months of 2024, which included 42 commercial and 86 executive jets. While smaller in scale than Boeing and Airbus, Embraer continues to see steady demand across its regional and business jet markets.
The Zacks Rundown for BA
Shares of BA have surged 47.2% in the past year compared with the industry’s 35.4% growth.
Image Source: Zacks Investment Research
The company’s shares are trading at a discount on a relative basis, with its forward 12-month Price/Sales being 1.96X compared with its industry’s average of 2.76X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for BA’s 2026 earnings has moved south over the past 60 days.
Image Source: Zacks Investment Research
BA stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.