Company: BA
Filing Date: 2025-10-29
Form Type: 10-Q
Source: 0001628280-25-047023
Chunk: 43

Company: BOEING CO
Filing Date: 2025-10-29
Form: 10-Q
Item: Item 2
Chunk 43
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CA revenues increased by $3,651 million for the three months ended September 30, 2025, compared with the same period in 2024 primarily due to higher deliveries.

Commercial airplane deliveries, including intercompany deliveries, were as follows:

737 *767 *777 787 TotalDeliveries during the first nine months of 2025330 (5)20 (10)29 61 440 Deliveries during the first nine months of 2024229 (4)15 (7)11 36 291 Deliveries during the third quarter of 2025121 (2)6 (3)9 24 160 Deliveries during the third quarter of 202492 (2)6 (2)4 14 116 Cumulative deliveries as of 9/30/20259,123 1,341 1,770 1,222 Cumulative deliveries as of 12/31/20248,793 1,321 1,741 1,161 

* Intercompany deliveries identified by parentheses.

Loss From Operations

BCA loss from operations was $6,447 million for the nine months ended September 30, 2025, compared with $5,879 million in the same period in 2024 reflecting a higher reach-forward loss on the 777X program and lower program margins, partially offset by higher deliveries, the absence of 737-9 customer considerations and lower abnormal costs. BCA loss from operations was $5,353 million for the three months ended September 30, 2025, compared with $4,021 million in the same period in 2024 primarily reflecting the higher reach-forward loss on the 777X program, partially offset by higher deliveries and lower period expenses.

Backlog

Our total backlog represents the estimated transaction prices on unsatisfied and partially satisfied performance obligations to our customers where we believe it is probable that we will collect the consideration due and where no contingencies remain before we and the customer are required to perform. Backlog does not include prospective orders where customer-controlled contingencies remain, such as the customer receiving approval from its board of directors, shareholders or government or completing financing arrangements. All such contingencies must be satisfied or have expired prior to recording a new firm order even if satisfying such conditions is highly probable. Backlog excludes options and customer financing orders as well as orders where customers have the unilateral right to terminate. A number of our