Meta and Boeing Reveal Diverging Q3 2025 Financial Results

2025-10-30 companies

Menlo Park, Thursday, 30 October 2025.
Meta’s revenue soared by 26% to $51.2 billion, driven by advancements in AI. Conversely, Boeing faced a GAAP loss of $7.14 per share due to a $4.9 billion charge.

Meta’s Robust Financial Performance

Meta Platforms, Inc. (Nasdaq: META) reported a significant financial achievement for the third quarter of 2025, with revenues surging by 26% year-over-year to reach $51.24 billion [1]. This impressive growth was largely attributed to advancements in artificial intelligence and the strong performance of Meta Superintelligence Labs, a key contributor to the company’s innovative edge in AI glasses technology [1][4]. Despite the notable revenue increase, Meta faced challenges with a substantial one-time income tax charge of $15.93 billion, impacting its net income, which fell by 83% to $2.71 billion compared to the previous year [1].

Boeing’s Financial Challenges

In stark contrast to Meta, Boeing (NYSE: BA) reported a challenging financial quarter, reflecting the complexities of the aerospace industry. The company’s third-quarter results for 2025 revealed a GAAP loss per share of $7.14, primarily due to a $4.9 billion charge related to the updated certification timing of the 777X program [2]. Despite the loss, Boeing’s revenue rose to $23.3 billion, marking a 30% increase year-over-year, driven by 160 commercial deliveries and a growing backlog totaling $636 billion [2][3]. This indicates a mixed landscape where operational challenges are balanced by potential future gains through a robust backlog and increased production rates.

Market Reactions and Future Outlook

Following the earnings announcements, Meta’s stock experienced a decline of over 9% in after-hours trading, reflecting investor concerns over the earnings miss and the implications of the tax charge [4]. CEO Mark Zuckerberg emphasized the ongoing investment in AI as crucial for future growth, with plans to significantly increase capital expenditures in 2026 to enhance AI infrastructure [4]. Meanwhile, Boeing’s commitment to increasing 737 production rates and its collaboration with the FAA to boost production to 42 planes per month suggests a strategic focus on recovery and growth amid ongoing challenges [2].

Implications for Investors and Stakeholders

The contrasting financial results of Meta and Boeing underscore the diverse challenges and opportunities within the tech and aerospace sectors. Meta’s forward-looking strategies in AI and digital advertising are poised to redefine its market positioning, despite regulatory and fiscal pressures [5]. Conversely, Boeing’s efforts to stabilize production and expand its backlog may offer long-term benefits, albeit with current financial strains. Investors must navigate these dynamics, weighing the short-term losses against potential future gains as both companies adjust their strategies to meet evolving market demands [3][6].

Sources

Meta Platforms Boeing