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The Boeing Company

$215.51Down-6,77 (-3,05%)
Research reviewed: 2026年7月12日 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

The Boeing Company operates in Aerospace and Defense within the industrials sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Открытие
222,00
Максимум
221,25
Минимум
215,11
Капитализация
169,89 млрд
P/E
85.18
Максимум за 52 недели
--
Дивиденд
--
Квартальный дивиденд
--

3-month price context

直近3か月の推移を表示し、フル調査ワークスペースに進む前に短期構造を把握できます。

Investment thesis

Base case
Higher 737 and 787 production stability and deliveries can improve revenue absorption and customer advances. The base case remains conditional on safety and quality oversight staying manageable.
Bull case
Higher 737 and 787 production stability and deliveries can improve revenue absorption and customer advances. A large commercial and defense backlog provides long-duration demand visibility if certification and production milestones are met. Improved execution and higher volume in Defense, Space & Security can reduce losses from troubled fixed-price programs.
Bear case
Manufacturing defects or control failures could trigger delivery pauses, regulatory restrictions and further remediation costs. Delays in 737 MAX variants, 777X or other programs can defer deliveries and increase customer concessions and program costs. Negative free cash flow, working-capital needs and substantial debt reduce flexibility while production recovery remains incomplete.
Thesis invalidation
Reassess the thesis if manufacturing defects or control failures could trigger delivery pauses, regulatory restrictions and further remediation costs.

Key catalysts

  • Commercial delivery recovery

    Higher 737 and 787 production stability and deliveries can improve revenue absorption and customer advances.

  • Record backlog

    A large commercial and defense backlog provides long-duration demand visibility if certification and production milestones are met.

  • Defense stabilization

    Improved execution and higher volume in Defense, Space & Security can reduce losses from troubled fixed-price programs.

Principal risks

  • Safety and quality oversight

    Manufacturing defects or control failures could trigger delivery pauses, regulatory restrictions and further remediation costs.

  • Certification and schedule risk

    Delays in 737 MAX variants, 777X or other programs can defer deliveries and increase customer concessions and program costs.

  • Cash burn and leverage

    Negative free cash flow, working-capital needs and substantial debt reduce flexibility while production recovery remains incomplete.

Latest earnings research

Q1 2026

Boeing reported higher first-quarter 2026 revenue on increased commercial deliveries, improved operating performance and favorable order timing, while total backlog reached a record level and free cash flow remained negative.

Valuation interpretation

  • Backlog value depends on safe, repeatable production and certification progress converting orders into profitable deliveries and cash.
  • A recovery interpretation should account for persistent cash burn, leverage and the downside from further program or quality disruption.

Peer research

GERTXLMT

Recent news

Barrons.com · 5 часов назад

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Data and research sources

Research updated: 2026年7月12日 00:00 UTC
3 verified sources
Boeing Reports First Quarter ResultsThe Boeing Company · earningsVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/4/22 0:00:00

Open original source
The Boeing Company Investor RelationsThe Boeing Company · companyVerified

Fetched: 2026/7/12 0:00:00 UTC

Open original source
Form 10-Q for the Quarter Ended March 31, 2026The Boeing Company · filingVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/4/22 0:00:00

Open original source

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