Boeing Earnings: Can Q4 Results Fuel More Upside for BA?
Boeing Earnings: Can Q4 Results Fuel More Upside for BA?
Boeing to report earnings on Tuesday, January 27.
Strong order numbers have excited investors ahead of the report.
Options traders see expected move of +/- 11.56 points.
Boeing stock advances ahead of earnings as order momentum grows
Boeing earnings are due out on Thursday, January 27, before the market open. The Q4 results come amid an increasingly bullish backdrop for its stock price, as the company stacks up orders in the first month of the year.
In fact, Boeing is now ahead of Airbus on orders for the first time in over seven years. The positive momentum comes after years of the company being plagued by regulatory hurdles resulting from several operational and production mishaps that have occurred.
This month, Delta Air Lines (DAL) placed an order for 60 787-10 Dreamliners. That was the first widebody order from Delta in decades, as the operator moves to update its fleet.
Ethiopian Airlines also placed an order for nine Dreamliners just earlier this week. The order progress comes after a 2025 when Boeing delivered 600 aircraft, the largest number delivered for the company in year.
For now, it seems like Boeing investors have shrugged off regulatory concerns and are now looking at the strong production numbers, which are expected to continue this year amid a strengthening economic backdrop.
What do investors expect?
According to TradingView, investors expect Boeing to post earnings per share (EPS) of -$0.43 on $22.48 billion in revenue for its fourth quarter. That would compare to an EPS of -$5.90 and revenue of $15.24 billion a year ago.
Last quarter, BA missed its EPS estimate but managed to beat on revenue. The Q3 EPS figure came in at -$7.47 on $23.27 billion in revenue. Analysts remain positive on the stock, which should continue given the positive developments of late. The one-year average price target among analysts was at 263.17 as of Friday, January 23.
Trading BA earnings
Options traders expect a move of +/- 11.56 points, or 4.56% of Friday’s 252 closing price. Boeing held a 13.4 implied volatility rank (IVR), meaning that volatility is subdued compared to the past twelve months of trading.
Technically, Boeing’s position has strengthened with a 16% gain so far in January. That move brought prices near the highest level traded since December 2023. Prices are trending above the 9- and 21-day exponential moving averages (EMAs).
A poor earnings performance could see some of these gains surrendered, in which case the highs from last year around the 240 level could come into focus as support.
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