The Boeing Company (BA) AI Stock Analysis

The Boeing Company designs, develops, manufactures, sells, and supports aerospace products across four primary operating segments. The Commercial Airplanes segment manufactures commercial jet aircraft for passenger and cargo transport alongside fleet support services. The Defense, Space & Security segment develops manned and unmanned military aircraft, advanced weapons, strategic defense systems, and satellites. The Global Services segment delivers engineering, maintenance, supply chain management, and digital solutions for commercial and defense customers worldwide. Additionally, Boeing Capital offers financing services and oversees exposures from operating and finance leases.

Boeing generated a 5-year revenue CAGR of 9.0% from FY2020 to FY2025. Annual revenue expanded from $62.29B in FY2021 to $77.79B in FY2023, before declining 14.5% to $66.52B in FY2024 with a net margin of -17.8%. In FY2025, revenue rebounded 34.5% to $89.46B, generating net income of $2.23B and diluted EPS of $0.72, despite an operating margin of -6.1%. Over the trailing twelve months, revenue reached $93.99B with a profit margin of 2.6%. For the latest quarter ended June 30, 2026, quarterly revenue grew 8.0% year-over-year, while quarterly earnings declined 68.0%.

As of June 30, 2026, Boeing held $20.02B in cash and short-term investments against total debt of $45.89B, leaving net debt at $25.87B. Shareholders' equity was $6.10B, resulting in a debt-to-equity ratio of 7.52 and a current ratio of 1.14. Total assets totaled $165.87B. During FY2025, operating cash flow was $1.06B, while capital expenditures of $2.94B led to free cash flow of -$1.88B. The company deployed $34.0M toward share buybacks and paid $331.0M in dividends in FY2025, while its share count grew 34.0% over 5 years.

Boeing trades at a trailing P/E of 67.9x and a forward P/E of 49.5x, compared to medians of 28.4x and 20.1x for its S&P 500 Industrials peers. Its EV to EBITDA ratio is 24.4x versus the peer median of 17.2x, while its price-to-sales multiple of 1.6x sits below the peer median of 3.3x. Boeing's enterprise value is $183.90B with a market cap of $150.34B. Over the past year, the stock returned -10.2%, lagging the S&P 500 (SPY) return of 16.8%, and its 5-year return of -12.4% trailed the index's 83.0% gain.

Wall Street coverage consists of 18 Strong Buy, 7 Buy, and 4 Hold recommendations, with zero Sell or Strong Sell ratings. The mean price target of $267.22 sits 40.5% above the last close of $190.21. For the fiscal year ending December 31, 2026, consensus estimates project an EPS of -$1.10 on revenue of $97.51B. For the following fiscal year, 20 analysts estimate EPS will rebound to $3.77 with revenue reaching $112.02B. Boeing beat EPS estimates in 2 of the last 4 quarters, and its next earnings date is October 27, 2026.

This page is an AI-written research summary of The Boeing Company (BA). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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