Boeing is a limited effect from the potential freezing of the order in China. News ad

Boeing Co. NYSE: Yes has been on the path of atonement since the emergence of driver and aerospace workers (IAM) from the International Association in November 2024, And it is gaining momentumThe giant of the aerospace sector reflects all the problems with obstacles and public relations. Even the Boeing Boeing aircraft induced by the trade war did not slow down its steps.

The results of income in the first quarter of 2025 clearly show that the basics are improving, since it seeks to restore the market share against its duopol analogue, Airbus OTCMKTS: EADSYInvestors should more carefully look at how the operations are growing quickly before the shares rise more than $ 200.

Boeing smoothly flies out of the gate: improvement by a quarter

In his income report in the first quarter, Boeing published a loss of profit per share (EPS) without GAAP (EPS) in the amount of 49 cents, which may seem bad until he enters the proper context. Boeing Beat Consensus ratings for 67 centsA significant improvement compared to a loss of $ 1.13, incurred during the year, even before the strike of the Union.

Boeing Revenues increased by 17.7% in annual calculus (YOY) up to 19.50 billion dollars. The United States compared to consensus estimates of 19.54 billion dollars. USA.

The operational margin improved to 2.4%, compared to 0.5%. Income from him The segment of commercial aircraft grew by 75% Dominance up to 8.15 billion dollars.

Protection, space and safe business fell by 9%, but Boeing has concluded a F-47 contract

The Boeing defense, space and security segment led to the fact that income fell by 9% to 6.3 billion dollars. Nevertheless, the operational margin improved by 30 B.P. up to 2.50%, compared with 2.20%. A US Air Force I chose Boeing for the design, construction and delivery of it Destroyed the next generation fighters, F-47Field

This order was not put on a launch, since it expects the completion of the source selection process and evaluation. The delay in the segment is $ 62 billion, but 29% are intended for international customers.

The segment of commercial aircraft was Belle of the Ball

His commercial segment of aircraft supplied 130 aircraft during the quarter, compared with 83 last year, With a delay of more than 5600 aircraft in the amount of almost half of the trillion dollarsThe field of the segment also booked 221 clean orders, including 20 Boeing 777-9 for Korean air and 20 Boeing 787-8 aircraft for BOC Aviation.

His program 787 stabilizes five per month, since it expects to reach seven a month in 2025. Its program 777X expanded the certification of the Federal Aviation Directorate (FAA) and expects the first delivery of Boeing 777-9 in 2026.

Boeing wants to raise its 737 Max Production CAP six -month -based

Boeing 737 Max Production is located in the 30s per month and improves. Boeing is looking for the Federal Aviation Directorate (FAA) to increase its monthly 737 Max Production CAP up to 42, compared with 38. After approval, the company will continue Look for permission to FAA to increase production restrictions on five steps of the aircraft every six months until 52 are reachedField

Selling part of your business of digital aviation decisions for $ 10.55 billion

Boeing cash position continues to stabilize, closing the quarter 23.7 billion dollars in cash and market securities. He plans to sell parts of his Digital Aviation Solutions business Thomas Bravo for $ 10.55 billion. This strategic solution will help Boeing to focus on its main business.

Tariffs and trade wars: there is no significant influence

Boeing turned to tariff influences. The company is not too worried about the impact of tariffs on the costs of input costs, since it purchases most of its supplies in the United States. Further softening can be performed with the help of capabilities with disabilities of official business and assistance from suppliers.

CEO Kelly Ortberg commented on the costs of tariff input costs: “Most of our supplies are based in the United States, and Many of our imports from Canada and Mexico are exempted from the USMCA agreementField

We have suppliers in countries subject to new US tariffs, In particular, in Japan and Italy, where our suppliers perform significant structural work on our wide body aircraft. We currently pay 10% tariff for these componentsBut we must Restore tariff expenses For those who later exported the plane, which is a large part of our broad body. ”

Many Chinese clients indicated that they will not accept childbirth from the tariffs and trading war. Boeing evaluates remarketing options already built in the process of aircraft, about 50 per year. Boeing is not worried, as there is A lot of demand from customers who want short -term deliveryField

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