Today featured welcome news for aerospace stock Boeing (BA) as its delivery numbers for September 2025 emerged. The news was objectively good, but subjectively less so, as Boeing put up some surprising numbers but again lagged its chief competitor Airbus (EADSY). The combination was good enough for investors, though, who sent shares up fractionally in Tuesday afternoon’s trading.
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Boeing had an excellent September. Not only did it deliver 55 jets for the month, but it also landed 96 new orders. It even hit a milestone: it delivered its 2,000th 737 MAX jet that month. So a big month by any objective measure. However, one problem emerged, as it was found that Airbus sent out 73 jets in that same time.
The deliveries were mostly flat in recent comparisons. Boeing shipped 57 jets in August, so it was down slightly against that total. But it was light years ahead of September 2024, when Boeing shipped a mere 33 jets, as it took on one of the biggest strikes it had seen in years. Reports even noted that the September 2025 figures were the strongest in nearly a decade, as only September 2018 came back stronger with 87 jets delivered.
All This and a New Contract
But Boeing’s good news did not stop at healthy delivery numbers on par with some of the best in years. Boeing also announced that it landed multiyear contracts valued at around $2.7 billion for Patriot Advanced Capability-3 (PAC-3) seeker modules. Boeing will produce about 3,000 of them over the course of the next five years, reports noted.
Boeing noted that the war in Ukraine, along with the various issues in the Middle East and the Indo-Pacific has prompted a brisk demand for PAC-3 interceptors. And with all that demand, there has also been a strain on United States stockpiles of PAC-3s as well. But Boeing seemed confident it can deliver, as evidenced by word from Boeing Integrated Air & Missile Defense executive director Jim Bryan, who noted, “Our team has never been better positioned to answer the nation’s call for greater air and missile defense.”
Is Boeing a Good Stock to Buy Right Now?
Turning to Wall Street, analysts have a Strong Buy consensus rating on BA stock based on 14 Buys and one Hold assigned in the past three months, as indicated by the graphic below. After a 41.49% rally in its share price over the past year, the average BA price target of $256.43 per share implies 19.81% upside potential.
