Plane deliveries have powered Boeing’s uneven recovery since 2024. - David Ryder/Bloomberg News Stepped-up production and deliveries of commercial jets helped fuel improvements in Boeing’s business in the latest quarter. Sales surged 57% to $23.95 billion as commercial aircraft deliveries hit their highest point since 2018. The aerospace and defense company’s overall order backlog hit a record $682 billion. Most Read from The Wall Street Journal Boeing swung to a fourth-quarter profit of $8.22 billio ...

Group 1 - Boeing is considered one of the best US stocks to buy and hold in 2026, with price targets raised by Susquehanna to $280 from $255 and by Bernstein to $298 from $277, both maintaining positive ratings [1][2] - Susquehanna's bullish outlook is driven by a favorable fundamental environment in the aerospace and defense sector, particularly for commercial aerospace, defense, and aftermarket services [1][3] - Bernstein has designated Boeing as its top Aerospace & Defense pick for 2026, reflecting strong confidence in the company's growth trajectory and sector leadership potential [3] Group 2 - Boeing, along with its subsidiaries, is involved in designing, developing, manufacturing, selling, servicing, and supporting a wide range of aerospace products, including commercial jetliners, military aircraft, satellites, and launch systems [4]

Boeing's sales surged nearly 60% in the fourth quarter as the aerospace company digs itself out of a string of crises that tarnished its reputation. It was the strongest quarter of airplane deliveries since 2018. Revenue soared to $23.95 billion from $15.24 billion for the three months ended Dec. 31. That topped the $22.6 billion that analysts polled by FactSet were looking for. Boeing had 160 commercial deliveries in the quarter, more than double the 57 deliveries in the prior-year period. Deliveries ...

Boeing reported a surprisingly large fourth-quarter profit and beat revenue expectations by a wide margin. ...

Core Insights - The fourth quarter earnings season is gaining momentum, with major tech companies like Microsoft, Meta, Tesla, and Apple leading the earnings calendar [1] - A positive consensus is emerging, with 13% of S&P 500 companies having reported fourth quarter results, and analysts projecting an 8.2% increase in earnings per share, marking the potential for the 10th consecutive quarter of annual earnings growth for the index [2] - Analysts had initially expected an 8.3% increase in earnings per share, a decrease from the previous quarter's 13.6% growth rate, but have recently raised expectations, particularly for tech companies [3] Industry Trends - The earnings season will not only focus on Big Tech but will also assess the broader stock market breadth that has improved at the start of 2026, with ongoing themes such as artificial intelligence and economic policies from the Trump administration continuing to influence market dynamics [4] - In addition to the major tech earnings, updates will be provided from a diverse range of companies across various sectors, including UnitedHealth, Boeing, General Motors, IBM, Starbucks, and others, indicating a comprehensive earnings landscape [5]

波音发布财报，2025年第四季度营收239.48亿美元，同比增长57%；2025年全年营收894.63亿美元，同 比增长34%。 (本文来自第一财经) 波音发布财报，2025年第四季度营收239.48亿美元，同比增长57%；2025年全年营收894.63亿美元，同 比增长34%。 (本文来自第一财经) ...

Core Insights - Sales increased by 57% to $23.95 billion, driven by a significant rise in commercial aircraft deliveries, which reached their highest level since 2018 [1] Group 1 - The surge in sales indicates strong demand in the commercial aircraft sector [1] - The highest delivery point since 2018 suggests a recovery trend in the aviation industry [1]

Market Overview - As of January 27, U.S. stock index futures showed mixed results with Dow futures down 0.48%, S&P 500 futures up 0.23%, and Nasdaq futures up 0.60% [1] - European indices also displayed varied performance, with Germany's DAX down 0.12%, UK's FTSE 100 up 0.36%, France's CAC40 up 0.37%, and the Euro Stoxx 50 up 0.29% [3] - WTI crude oil decreased by 0.23% to $60.49 per barrel, while Brent crude oil fell by 0.25% to $64.61 per barrel [3] Investment Insights - UBS forecasts the S&P 500 could reach 8,400 points by year-end, driven by opportunities in artificial intelligence, longevity technology, and energy [4] - Amundi highlights a shift from dollar assets to gold, predicting continued strength in gold prices due to rising U.S. fiscal deficits and uncertainty in monetary policy [6] - Silver prices have surged over 7%, but concerns about speculative trading and potential corrections have been raised [7] Company-Specific Developments - UnitedHealth reported Q4 revenue of $113.22 billion, slightly below expectations, and provided a 2026 revenue guidance of $439 billion, also below market forecasts [10] - Boeing exceeded revenue expectations with Q4 revenue of $23.9 billion [10] - UPS reported Q4 revenue of $24.5 billion, surpassing expectations, and raised its 2026 revenue guidance to approximately $89.7 billion [10] - General Motors' Q4 revenue fell 5% to $45.3 billion, but it announced a $6 billion stock buyback plan and provided a positive 2026 earnings outlook [11] - Micron Technology plans to increase investment in storage chip manufacturing in Singapore to address global shortages [13] - Nike is cutting 775 jobs in its U.S. distribution centers as part of a strategy to streamline operations and enhance automation [14]

格隆汇1月27日｜波音(BA.US)盘前涨2.2%，第四财季调整后自由现金流超出预期。 ...

每经AI快讯，1月27日，波音股价盘前上涨2.2%。 ...