Boeing Stock (NYSE:BA) Rises Slightly on Improved Delivery Numbers
Boeing (NYSE: BA) recently reported strong delivery numbers for September 2025, which positively impacted its stock. Despite some strong metrics, the company still trailed behind its rival Airbus (EADSY). However, investors reacted favorably, leading to a slight increase in share prices during Tuesday’s trading sessions.
September 2025 Delivery Highlights
Boeing achieved substantial results in September. The company delivered 55 jets and secured 96 new orders. Notably, it marked the delivery of its 2,000th 737 MAX jet, indicating a successful month overall.
Comparative Performance
- Deliveries in September 2025: 55 jets
- Deliveries in September 2024: 33 jets
- Deliveries in August 2025: 57 jets
- Airbus deliveries in September 2025: 73 jets
While the recent number of deliveries shows improvement from last year’s figures, it fell short when compared to Airbus’s performance. September 2025 marked the strongest delivery figures for Boeing since September 2018, which saw 87 jets delivered.
New Contracts and Market Demand
In addition to delivery successes, Boeing announced it has secured multiyear contracts valued at approximately $2.7 billion for Patriot Advanced Capability-3 (PAC-3) seeker modules. Over the next five years, Boeing is set to produce around 3,000 of these units.
The increasing demand for PAC-3 interceptors has been influenced by geopolitical tensions, particularly the ongoing war in Ukraine and regional conflicts in the Middle East and Indo-Pacific. Boeing has expressed confidence in its ability to meet this demand, as highlighted by Jim Bryan, Executive Director of Boeing Integrated Air & Missile Defense.
Stock Performance and Analyst Ratings
On Wall Street, Boeing shares are currently rated as a Strong Buy according to analysts, comprising 14 Buy ratings and one Hold rating over the past three months. After a remarkable 41.49% increase in its share price over the past year, analysts project an average price target of $256.43 per share, indicating a potential upside of 19.81%.
Overall, Boeing’s improved delivery numbers and strong order book make a compelling case for investors considering BA stock. With an optimistic outlook and growing demand for its products, Boeing appears positioned to thrive in the coming years.
