$BA: Q3 Results Due Oct. 29 Amid Recovery Push — Yet $200M MAX Settlement Still Weighs

Court: SEC

Case: 3-21140

Boeing BA will release Q3 2025 earnings on October 29, with CEO Kelly Ortberg and CFO Jay Malave set to outline results and outlook. The company continues its gradual recovery from supply chain disruptions and delivery delays, with investors watching closely for progress in margins and aircraft deliveries. Shares remain sensitive to execution risk as Boeing works to restore trust after past setbacks. Meanwhile, the unresolved $200M settlement tied to misleading statements about 737 MAX safety remains a legal and reputational overhang.

• Earnings Date: Q3 results scheduled for October 29, 2025.
• Leadership Call: CEO and CFO to discuss performance and guidance.
• Investor Focus: Margins, deliveries, and production stabilization.
• Stock Sensitivity: Execution challenges continue to pressure valuation.
• Settlement Reminder: $200M 737 MAX investor litigation unresolved.

Timeline Overview

• Oct 29, 2018: First 737 MAX crash (Lion Air 610).
• Mar 10, 2019: Second crash (Ethiopian Airlines 302).
• Mar 11, 2019: FAA grounds 737 MAX; stock falls ~10%.
• Apr 2019: Investor lawsuits filed alleging concealment of safety risks.
• Sep 22, 2022: Boeing agrees to pay $200M in SEC penalties.

Allegations Include

• Concealing known defects in the MCAS flight control system.
• Issuing false assurances of aircraft safety after the first crash.
• Misleading investors about regulatory and safety risks.
• Inflating valuation by downplaying grounding impact.

Investor Update

The $200M settlement resolves claims tied to misleading 737 MAX safety disclosures. While it provides financial closure, credibility and governance remain under scrutiny as Boeing prepares to update investors later this month.

You can check more information about it HERE.