Boeing Q4 Revenue Jumps 57% to $23.95B; Jefferies Boosts Target to $295
Jefferies raised Boeing’s price target to $295 from $290 following fiscal Q4 results showing a 57% year-over-year revenue increase to $23.95 billion and diluted EPS of $10.23, reversing a $5.46 loss. The quarter included a $10.6 billion sale of Jeppesen and delivered positive free cash flow despite heavy segment losses.
1. Jefferies Reiterates Buy Rating
Jefferies reaffirmed its Buy rating on Boeing and raised the price target to $295 from $290 following the company’s fourth-quarter 2025 performance.
2. Q4 Revenue and Profit Turnaround
Boeing reported revenue of $23.95 billion in fiscal Q4, a 57% increase year over year, and delivered diluted EPS of $10.23 compared to a $5.46 per share loss in the prior year.
3. Jeppesen Sale and Cash Flow
The return to positive free cash flow was driven by the $10.6 billion sale of Jeppesen, although Commercial Airplanes and Defense, Space & Security divisions still recorded losses of $632 million and $507 million respectively.
4. Defense Contract Awarded
Boeing secured a contract to build four additional MH-139A helicopters for the U.S. Air Force, increasing the total award value with this order to over $262 million.