The Boeing Company
- Open
- 214.31
- Day high
- 216.97
- Day low
- 211.00
- Prev close
- 214.34
- Volume
- 3.8M
- Mkt cap
- $168.7B
- P/E (TTM)
- 88.4
- EPS (TTM)
- $2.42
- P/B
- 28.2
- P/S
- 1.8
- Yield
- —
- Per share
- —
- ▲Insiders net buying $299K over the last 3 months (1 open-market buy, 0 sales)
- 🏛Institutions accumulating (13F)
The Boeing Company (BA) is a Industrials company listed on NYSE. The stock is down 7% over the past year. Over the trailing 3 months, insiders filed 1 open-market buy and 0 sales (SEC Form 4). Drillr has 15 published research articles covering BA.
The Boeing Company (BA) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 3 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
BA earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 22, 2026 | $-0.68 | $-0.20 | +70.8% | $22.2B | +1.7% |
| Jan 27, 2026 | $-0.44 | $9.92 | +2362.1% | $23.9B | +6.0% |
| Oct 29, 2025 | $-5.16 | $-7.47 | -44.8% | $23.3B | +5.5% |
| Jul 29, 2025 | $-1.40 | $-1.24 | +11.4% | $22.7B | +2.7% |
| Apr 23, 2025 | $-1.17 | $-0.49 | +58.1% | $19.5B | +0.7% |
| Jan 28, 2025 | $-1.60 | $-5.90 | -268.8% | $15.2B | -3.0% |
| Oct 23, 2024 | $-10.35 | $-10.44 | -0.9% | $17.8B | +0.1% |
| Jul 31, 2024 | $-1.95 | $-2.90 | -48.7% | $16.9B | -2.7% |
| Jan 31, 2024 | $-0.72 | $-0.47 | +34.7% | $22.0B | +4.3% |
| Oct 25, 2023 | $-3.21 | $-3.26 | -1.6% | $18.1B | +6.3% |
| Jul 26, 2023 | $-0.99 | $-0.82 | +17.2% | $19.8B | +19.1% |
| Jan 25, 2023 | $0.05 | $-1.75 | -3600.0% | $20.0B | -1.7% |
BA insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 6, 2026 | Bradway Robert Adirector | Grant | 406 | — |
| Jul 6, 2026 | JOHRI AKHILdirector | Grant | 406 | — |
| Jul 6, 2026 | Gitlin David L.director | Grant | 383 | — |
| Jul 6, 2026 | TILDEN BRADLEY Ddirector | Grant | 383 | — |
| Jul 6, 2026 | Joyce David Leondirector | Grant | 440 | — |
| Jul 6, 2026 | MOLLENKOPF STEVEN Mdirector | Grant | 669 | — |
| Jul 6, 2026 | Harris Stayce D.director | Grant | 383 | — |
| Jul 6, 2026 | Doughtie Lynne Mdirector | Grant | 228 | — |
| Jul 6, 2026 | Richardson John Mdirector | Grant | 228 | — |
| Jul 6, 2026 | Buckley Mortimer Jdirector | Grant | 383 | — |
| Jul 6, 2026 | GOOD LYNN Jdirector | Grant | 406 | — |
| May 22, 2026 | TILDEN BRADLEY Ddirector | Buy | 1,370 | $218.50 |
| Apr 3, 2026 | Harris Stayce D.director | Grant | 404 | — |
| Apr 3, 2026 | GOOD LYNN Jdirector | Grant | 428 | — |
| Apr 3, 2026 | Doughtie Lynne Mdirector | Grant | 241 | — |
Source: BA SEC Form 4 filings, latest Jul 6, 2026. For informational purposes only — not investment advice.
See the full BA insider & 13F page →BA research & analysis
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ASTSRKLBPL
The Boeing Company company profile
Overview
The Boeing Company (NYSE:BA) is one of the world's largest aerospace manufacturers and defense contractors, founded in 1916 by William Boeing in Seattle, Washington. Originally established as Pacific Aero Products Co., the company has grown from a small aircraft manufacturer into a global aerospace giant that designs, develops, manufactures, and services commercial jetliners, military aircraft, satellites, and space systems. Boeing is headquartered in Chicago, Illinois, and operates as a duopoly with Airbus in the commercial aviation market. The company has faced significant challenges in recent years, including the 737 MAX crisis, production quality issues, and substantial financial losses, while working to restore its reputation and stabilize operations.
Business
Boeing operates in the aerospace and defense industry through four primary business segments. Commercial Airplanes represents the company's largest segment, designing and manufacturing passenger and cargo aircraft including the popular 737 MAX narrow-body jets and 787 Dreamliner wide-body aircraft. This segment generates commercial jetliners for airlines worldwide and provides related fleet support services. The commercial aviation industry serves as the backbone of global air transportation, with Boeing competing primarily against European rival Airbus. Defense, Space & Security develops military aircraft, weapons systems, satellites, and space exploration vehicles for government customers. This includes fighter jets, transport aircraft, strategic missile defense systems, intelligence and surveillance systems, and spacecraft like those used in NASA missions. The defense aerospace sector serves military and government agencies requiring specialized aircraft and systems for national security purposes. Global Services provides aftermarket support including maintenance, spare parts, pilot training, technical documentation, and digital analytics services to both commercial and defense customers. This segment leverages Boeing's installed base of aircraft to generate recurring revenue through the aircraft lifecycle. Boeing Capital offers financing services and manages equipment leases, though this represents a smaller portion of overall operations. Based on recent financial results, Commercial Airplanes typically generates approximately 35-45% of total revenue, Defense Space & Security accounts for 30-40%, and Global Services contributes 25-30%, though these proportions fluctuate based on delivery timing and market conditions.
Revenue model
Boeing generates revenue through multiple business models across its segments. The Commercial Airplanes segment operates on a product sales model, manufacturing and selling aircraft to airlines, leasing companies, and governments. Revenue is typically recognized upon delivery of completed aircraft, with customers often paying progress payments during the manufacturing process. Aircraft pricing ranges from approximately $100 million for narrow-body jets to over $400 million for wide-body aircraft. The Defense, Space & Security segment operates primarily on government contracts, including both fixed-price and cost-plus arrangements. Revenue comes from developing and manufacturing military aircraft, weapons systems, and space vehicles for the U.S. Department of Defense, NASA, and international defense customers. Many defense programs involve multi-year development contracts worth billions of dollars. Global Services generates revenue through service fees and parts sales, providing ongoing maintenance, training, and support services throughout an aircraft's operational life. This creates recurring revenue streams as airlines require continuous maintenance, spare parts, and technical support. The services business benefits from Boeing's large installed base of aircraft worldwide. Several factors significantly impact Boeing's margins. Production volume and efficiency are critical, as aerospace manufacturing involves substantial fixed costs that benefit from economies of scale. Supply chain disruptions, labor strikes, and quality issues can severely impact production rates and profitability. Program development costs for new aircraft models require massive upfront investments that are amortized over expected production volumes. Regulatory certification delays can extend development timelines and increase costs. Commodity prices for materials like aluminum and titanium affect manufacturing costs, while currency fluctuations impact international sales and supplier costs. Competition from Airbus creates pricing pressure in commercial markets, while defense margins depend on contract structures and execution efficiency.
Competitive moat
Boeing's competitive moat is moderately strong but currently impaired due to recent operational challenges. The company benefits from extremely high barriers to entry in commercial aviation, where developing new aircraft requires decades of experience, tens of billions in capital investment, extensive regulatory expertise, and established relationships with airlines, suppliers, and certification authorities. The aerospace industry exhibits strong network effects, as airlines prefer to standardize on fewer aircraft types to reduce training, maintenance, and inventory costs. Boeing's duopoly position with Airbus in large commercial aircraft creates significant competitive advantages. The complexity of modern jetliners, requiring integration of millions of components and sophisticated systems, makes it nearly impossible for new entrants to compete effectively. Boeing also benefits from substantial switching costs, as airlines invest heavily in pilot training, maintenance infrastructure, and spare parts inventory specific to Boeing aircraft. However, Boeing's moat has been significantly weakened by the 737 MAX crisis, ongoing quality issues, and production problems that have damaged customer confidence and regulatory relationships. Potential competitive threats include Chinese manufacturer COMAC, which is developing the C919 narrow-body aircraft, though this remains primarily focused on the domestic Chinese market. In defense markets, Boeing faces established competitors like Lockheed Martin, Northrop Grumman, and international defense contractors. The company's services business faces competition from independent maintenance providers and airlines' internal capabilities. Boeing's long-term competitive position depends on successfully resolving current operational issues, restoring regulatory and customer confidence, and maintaining technological leadership in next-generation aircraft development. The company's extensive intellectual property, manufacturing expertise, and global service network provide enduring competitive advantages, but execution risks remain elevated.
Risks & safety
Boeing's margin of safety appears concerning with significant financial stress indicators, though the company maintains adequate liquidity for near-term operations. **Cash and Solvency:** - Cash position of $10.1 billion as of Q1 2025, down from previous quarters - Negative free cash flow of $2.3 billion in Q1 2025, continuing pattern of cash consumption - Total liabilities of $159.8 billion exceed total assets of $156.5 billion, indicating negative book value - Current ratio of 1.23 provides modest short-term liquidity coverage **Debt and Financial Structure:** - Company carries substantial debt burden with negative equity position - Recently raised equity capital to strengthen balance sheet - Maintains investment-grade credit rating as strategic priority - Annual cash burn requires continued access to capital markets **Valuation Concerns:** - Trading at high EV/EBITDA multiple of 34.4x based on modest positive EBITDA - Negative return on equity reflects ongoing losses - Stock price appears elevated relative to current financial performance **Other Considerations:** - Substantial order backlog provides revenue visibility but execution risks remain high - Regulatory oversight and potential penalties create additional financial exposure - Supply chain dependencies and production challenges threaten cash flow stability
Recent development
Over the past few years, Boeing has undergone significant strategic transformation focused on business stabilization and cultural change. Following the 737 MAX crisis and subsequent operational challenges, the company has prioritized safety and quality improvements over production volume growth. Management implemented comprehensive quality management systems, moved fuselage inspections in-house, and collected thousands of employee improvement suggestions to address systemic issues. The company completed a major leadership transition with Kelly Ortberg replacing Dave Calhoun as CEO in August 2024, bringing fresh perspective to address cultural and operational challenges. Boeing has focused on reducing management layers, redefining core values and behaviors, and improving accountability throughout the organization. Production and certification efforts have centered on stabilizing 737 MAX manufacturing while pursuing certification for the 737-7, 737-10, and 777X variants. The company acquired Spirit AeroSystems for $4.7 billion to bring critical fuselage manufacturing in-house and improve quality control. Boeing has also been working to clear substantial aircraft inventory built up during production disruptions. Recent portfolio optimization includes divesting non-core assets like the digital aviation solutions business, expected to generate approximately $10 billion in proceeds. The company won the F-47 fighter aircraft contract, securing its position in military aviation. Boeing has also been managing through labor strikes, supply chain disruptions, and the challenges of ramping production rates while maintaining quality standards. The strategic focus remains on stabilizing operations, improving cash generation, and rebuilding customer and regulatory confidence rather than aggressive growth initiatives. Management has emphasized disciplined execution and risk management across all programs while preparing for eventual production rate increases as operational stability improves.
BA company profile · for informational purposes only — not investment advice.
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