BA · NYSE · Aerospace & Defense

Boeing (BA)

Builds commercial jetliners, defense and space systems, and supports aircraft fleets worldwide.

$201.45
vs last close+0.30 (+0.15%)
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The Boeing CompanyBA
Industrials

Builds commercial jetliners; military aircraft, weapons and space systems; and sells fleet support through parts, maintenance, upgrades, logistics and training. Revenue spans airlines and government customers, while aircraft production depends on regulator approvals and an extensive supplier network.

Designs, assembles and sells 737, 767, 777 and 787 commercial jetliners to airlines and cargo operators worldwide. Defense, Space & Security develops military aircraft and rotorcraft, weapons, satellites and space systems for U.S. and international government customers. Global Services supplies parts, maintenance, modifications, logistics and training across commercial and defense fleets.

Combines aircraft development and assembly with through-life support, while the Spirit AeroSystems acquisition brought major fuselage and aircraft-structure operations inside the group. Execution depends on production quality, supplier performance and certification of new aircraft and derivatives. Airline demand drives the commercial cycle; government budgets, procurement rules and fixed-price program performance shape defense results. Commercial production rates and new models remain subject to aviation regulator approval.

Company facts

CEORobert K. Ortberg
ListedJan 2, 1962
ExchangeNYSE
HeadquartersArlington, VA
CountryUnited States
Employees182,000
CIK0000012927
ISINUS0970231058

Market cap$158.98B
EPS (ttm)$2.31
P/E (ttm)87.08
ROE104.8%
P/B26.06
P/S1.69
Dividend yieldDiv yield
Beta1.23vs XLI 0.71

Price target$265.00+31.7%Average of 55 analysts
ConsensusBuy38 of 55 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 21, 2026JefferiesTarget
Target: $295
Target: $265
Aug 11, 2026Goldman SachsInitiate
Rating:
Rating: Neutral
Aug 11, 2026BernsteinInitiate
Rating:
Rating: Outperform
Aug 11, 2026UBSInitiate
Rating:
Rating: Buy
Aug 11, 2026BarclaysDowngrade
Rating: Equal-Weight
Rating: Underweight

Next report
Oct 28, 26
in 36 days
EPS estimate
−$0.15
Revenue estimate
$24.97B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '26
Reported−$5.90−$0.49−$1.24−$7.47$9.92−$0.20−$0.76Pending
Estimate−$1.60−$1.17−$1.40−$5.16−$0.44−$0.68−$0.34−$0.15
Surprise−268.8%+58.1%+11.4%−44.8%+2,362.1%+70.8%−123.5%

RevenueReportedEstimate

Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '26
Reported$15.24B$19.50B$22.75B$23.27B$23.95B$22.22B$24.56BPending
Estimate$15.72B$19.36B$22.15B$22.06B$22.60B$21.85B$24.26B$24.97B
Surprise−3.0%+0.7%+2.7%+5.5%+6.0%+1.7%+1.2%
Estimate−$0.15
ReportedDue Oct 28, 2026
Estimate$24.97B
ReportedDue Oct 28, 2026
View details

Debt to equity752.30%
Current ratio113.80%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$17.84B$15.24B$19.50B$22.75B$23.27B$23.95B$22.22B$24.56B
Net income−$6.17B−$3.87B−$37.0M−$611.0M−$5.34B$8.22B−$4.0M−$444.0M
Net margin0.0%0.0%0.0%0.0%0.0%34.3%0.0%0.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income−$5.76B−$3.82B$461.0M−$268.0M−$4.79B−$815.0M$448.0M$78.0M
YoY growthLoss widenedTurned lossTurned profitLoss narrowedLoss narrowedLoss narrowed−2.8%Turned profit

Balance sheet, Jun 30, 2026Cash & short-term investments $20.02B · Total debt $45.89B · Total assets $165.87B · Shareholders' equity $6.10B

Revenue
$24.56B
Operating income
$78.0M
Net income
−$444.0M
View details

No dividends on record.

Institutions76.23%602.48M shares
2,764 holders · as of Jun 30, 2026
Insiders0.07%591.5K shares
17 holders · as of Sep 1, 2026
Other23.70%187.30M shares
remainder

790.37M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
7.72%61.04Mas of Jun 30, 2026
FMR LLCInstitution
7.46%58.95Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
6.51%51.46Mas of Jun 30, 2026
State Street CorpInstitution
4.81%38.05Mas of Jun 30, 2026
Capital World InvestorsInstitution
3.88%30.67Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
May 20, 2026Bradley D. Tildendirector+1,370$218.50
Mar 3, 2026Mortimer J. Buckleydirector+2,230$224.20
Feb 24, 2026Uma M. Amuluruofficer: EVP and Chief HR Officer−1,503$233.79
Feb 17, 2026Ann M. Schmidtofficer: SVP, Chief Com & Brand Officer−6,281$243.37
Feb 5, 2026Howard E. McKenzieofficer: Chief Engineer & EVP, ET&T−10,497$233.99
View details

  • Lockheed Martin

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  • RTX

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  • Northrop Grumman

    Bombers, C4ISR, satellites, and strategic missiles overlap with Boeing BDS.

  • General Dynamics

    Named BDS rival — defense IT/C4ISR, Gulfstream vs. BBJ, DoD contracts.

Compare

CompanyPriceChange
Boeing$201.45+0.15%$158.98B87.1152.61.7+8.0%
Lockheed Martin$529.77−1.05%$123.57B19.716.81.6+10.5%
RTX$192.34−1.03%$261.92B34.226.12.8+14.5%
Northrop Grumman$520.40−1.19%$74.82B16.717.81.7+5.1%
General Dynamics$350.57−0.94%$95.75B21.620.01.7+8.1%
Median20.718.91.7+9.3%