Zacks Investment Research·10h ago
Boeing Stock Surges 8.6% in a Month: Buy Now or Stay on the Sidelines?BA outpaces its industry as defense wins, liquidity and earnings growth support its long-term outlook despite a sizable debt burden.
The Boeing Company(BA)Earnings, Financials & Key Ratios
BA•NYSE
$231.68
93.4× P/E·Price updated Jul 7, 2026
AboutThe Boeing Company, together with its subsidiaries, designs, develops, manufactures, sales, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide. The company operates through four segments: Commercial Airplanes; Defense, Space & Security; Global Services; and Boeing Capital. The Commercial Airplanes segment provides commercial jet aircraft for passenger and cargo requirements, as well as fleet support services. 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 Capital segment offers financing services and manages financing exposure for a portfolio of equipment under operating leases, sales-type/finance leases, notes and other receivables, assets held for sale or re-lease, and investments. The company was incorporated in 1916 and is based in Chicago, Illinois.Show more
- Revenue$89.46B+34.5%
- EBITDA-$3.46B+61.3%
- Net Income$2.23B+118.9%
- EPS (Diluted)2.48+113.5%
- Gross Margin4.79%+262.9%
- EBITDA Margin-3.87%+71.2%
- Operating Margin-6.05%+62.7%
- Net Margin2.5%+114.1%
- ROE289.7%
BA Price & Volume
The Boeing Company (BA) stock price & volume — 10-year historical chart
Loading chart...
Persistent Operational Inefficiencies Cloud Boeing Recovery Outlook
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Mixed
Profitability:Negative
Financial:Vulnerable
Cash Flow:Burning
Primary Risk:Operational and solvency distress
Key Thesis Takeaways
- Boeing faces a precarious path to recovery as chronic manufacturing disruptions and regulatory oversight continue to suppress operating margins, which averaged -6.05% over the observed period.
- While revenue growth remains volatile, peaking at 57.1% in 2025Q4, the company's inability to consistently generate positive operating income suggests fundamental structural challenges.
- Investors should remain cautious given the extreme leverage, evidenced by a debt-to-equity ratio of 9.97 in 2025Q4, and the ongoing risk of significant goodwill impairments on its $17.6 billion asset base.
Verdict Logic
the company's inability to generate consistent free cash flow, evidenced by seven of the last ten quarters showing negative results, combined with a precarious debt-to-equity ratio of 9.97, presents an unfavorable risk-reward profile.
BA Growth Metrics
The Boeing Company (BA) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-0.71%
5 Years8.99%
3 Years10.33%
TTM32.74%
Profit CAGR
10 Years-8.05%
5 Years-
3 Years-
TTM119.7%
EPS CAGR
10 Years-10.4%
5 Years-
3 Years-
TTM111.5%
Return on Capital
10 Years1.58%
5 Years-7.83%
3 Years-10.8%
Last Year-9.07%
BA Recent Earnings
The Boeing Company (BA) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (58%)●Beat Revenue 10/12 qtrs (83%)
Q2 2026Latest
Apr 22, 2026Metric
Actual
Est
EPS
$0.20+70.8%
$0.68
Rev
$22.2B+1.7%
$21.9B
Q1 2026
Jan 27, 2026Metric
Actual
Est
EPS
$9.92+2362.1%
$0.44
Rev
$23.9B+6.0%
$22.6B
Q4 2025
Oct 29, 2025Metric
Actual
Est
EPS
$7.47-44.8%
$5.16
Rev
$23.3B+5.5%
$22.1B
Q3 2025
Jul 29, 2025Metric
Actual
Est
EPS
$1.24+11.4%
$1.40
Rev
$22.7B+2.7%
$22.2B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 22, 2026 | $0.20vs $0.68+70.8% | $22.2Bvs $21.9B+1.7% |
| Q1 2026 | Jan 27, 2026 | $9.92vs $0.44+2362.1% | $23.9Bvs $22.6B+6.0% |
| Q4 2025 | Oct 29, 2025 | $7.47vs $5.16-44.8% | $23.3Bvs $22.1B+5.5% |
| Q3 2025 | Jul 29, 2025 | $1.24vs $1.40+11.4% | $22.7Bvs $22.2B+2.7% |
Based on last 12 quarters of dataView full earnings history →
Latest BA News
Recent stock market news and headlines for The Boeing Company (BA)
24/7 Wall Street·12h ago
Lockheed Martin Vs. Boeing: Which Stocks Is A Better Buy In JulyLockheed Martin (NYSE: LMT | LMT Price Prediction) and Boeing (NYSE: BA) both posted Q1 2026 results that read like two different industries.
Seeking Alpha·17h ago
Unlocking The Factory Floor: The Math Behind Boeing's RecoveryBoeing offers a compelling turnaround story, with Wall Street and Seeking Alpha Quant Ratings both issuing a 'BUY' despite current valuation concerns. BA's growth is underpinned by operating leverage, excess production capacity, and a robust backlog, especially as regulatory bottlenecks clear for the 737 MAX 7/10 and 777X programs. Future revenue could reach $130B+ by 2028–2030, with normalized net margins potentially restoring annual net profit to $13B as production scales.
Reuters·21h ago
Denmark to buy two maritime patrol aircraft from Boeing, defence ministry saysDenmark will buy two P-8A Poseidon maritime patrol aircraft from Boeing , the country's defence ministry said on Tuesday.
247 Wallst·1 day ago
ITA Just Ripped Higher, but America’s Rearmament Cycle May Still Be in the First InningThe iShares U.S. Aerospace and Defense ETF (BATS: ITA) has climbed 35% over the past year and nearly 17% year to date, and the reflexive retail question is whether the run is exhausted. The more useful question is whether ITA still fits the trade you actually want to make, which is long-cycle Western rearmament. Buying ITA... ITA Just Ripped Higher, but America's Rearmament Cycle May Still Be in the First Inning
Peers Comparison
Key metrics vs top competitors for The Boeing Company (BA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $231.68 | $182.63B | 93.42 | 34.49% | 2.5% | 289.7% | 0.19% | |
| $200.85 | $270.48B | 40.49 | 9.74% | 8.03% | 10.92% | — | |
| $535.38 | $123.38B | 24.91 | 5.65% | 6.38% | 74.53% | — | |
| $549.04 | $77.98B | 18.88 | 2.24% | 10.8% | 28.05% | — | |
| $374.64 | $101.31B | 24.23 | 10.13% | 8.07% | 17.41% | — | |
| $136.63 | $5.43B | 390.37 | 19.91% | 5.46% | 12.07% | — |
Compare BA vs Peers
The Boeing Company (BA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
BA SEC Filings & Documents
The Boeing Company (BA) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 22, 2026·SEC
Material company update
Apr 17, 2026·SEC
Material company update
Jan 27, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
4Get notified when BA posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
BA Frequently Asked Questions
The Boeing Company (BA) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is The Boeing Company's revenue?
The Boeing Company (BA) reported $92.18B in revenue for fiscal year 2025. This represents a 306% increase from $22.68B in 1996.
How fast is The Boeing Company growing?
The Boeing Company (BA) grew revenue by 34.5% over the past year. This is strong growth.
Is BA profitable?
Yes, The Boeing Company (BA) is profitable, generating $2.27B in net income for fiscal year 2025 (2.5% net margin).
Dividend & Returns
Does BA pay dividends?
Yes, The Boeing Company (BA) pays a dividend with a yield of 0.19%. This makes it attractive for income-focused investors.
What is BA's return on equity?
The Boeing Company (BA) has a return on equity (ROE) of 289.7%. This is excellent, indicating efficient use of shareholder capital.
What is The Boeing Company's free cash flow?
The Boeing Company (BA) had negative free cash flow of $1.04B in fiscal year 2025, likely due to heavy capital investments.