The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide. The company operates through three segments: Commercial Airplanes; Defense, Space & Security; and Global Services. The Commercial Airplanes segment develops, produces, and markets commercial jet aircraft for passenger and cargo requirements. The Defense, Space & Security segment engages in the research, development, production, and modification of manned and unmanned military aircraft and weapons systems; strategic defense and intelligence systems, which include strategic missile and defense systems, command, control, communications, computers, intelligence, surveillance and reconnaissance, cyber and information solutions, and intelligence systems; and satellite systems, such as government and commercial satellites, and space exploration. The Global Services segment offers products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and data analytics and digital services to commercial and defense customers. The Boeing Company was incorporated in 1916 and is based in Arlington, Virginia.
Strategic Horizons | Delve into Boeing's potential for margin expansion, revenue growth, and long-term prospects as it aims to capitalize on increasing air travel demand and defense sector opportunities. |
Market Dynamics | Explore Boeing's position in the commercial aircraft duopoly and its efforts to regain market share post-MAX crisis, while navigating emerging global competition. |
Financial Crosswinds | Despite delivery improvements, Boeing faces near-term profitability challenges. Analysts project a shift from losses in FY2025 to potential earnings growth in FY2026. |
Delivery Resurgence | Boeing's aircraft delivery rates show promising recovery, with MAX and Dreamliner programs gaining momentum, signaling improved operational health and market confidence. |
Metrics to compare | BA | Sector Sector - Average of metrics from a broad group of related Industrials sector companies | Relationship RelationshipBAPeersSector | |
|---|---|---|---|---|
P/E Ratio | 92.5x | 40.5x | 12.5x | |
PEG Ratio | 0.82 | 1.03 | 0.03 | |
Price / Book | 32.1x | 7.7x | 1.4x | |
Price / LTM Sales | 2.0x | 4.2x | 1.3x | |
Upside (Analyst Target) | 21.0% | 9.3% | 19.8% | |
Fair Value Upside | Unlock | −13.8% | 5.9% | Unlock |