Boeing Co.

Boeing Co.

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Market Cap$170.83B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Boeing Co.Boeing Co.81-40%218

Earnings Call Q2 2026

July 28, 2026 - AI Summary

Strong momentum + record scale (good): - Boeing reported Q2 2026 revenue of $24.6B (+8% YoY) and free cash flow (FCF) of +$631M. - BCA delivered 171 airplanes in the quarter, the highest quarterly total since 2018, and BCA backlog is record $597B including 6,200+ airplanes. - Consolidated operating margin improved to 0.6%; core EPS was a loss of $0.76 (loss influenced by segment/program items below).
Production/certification progress that supports forward delivery expectations (good + key outlook): - 737 MAX certification: FAA authorized Boeing to resume issuing airworthiness certificates for all 737 MAX and 787 airplanes. - 737-7 / 737-10: testing completed; Boeing expects amended type certificates “very soon” for -7 and certification soon for -10 after final test flight. These are expected to enable deliveries in 2027 for both variants. - Production rates: Boeing is ramping to 47/month for 737 after Capstone review; expects factory rollouts to reach 47/month this summer and began low-rate MAX production on the North Line to support the planned next rate break to 52/month. - 787: production stabilized at 8/month; Boeing expects 90–100 787 deliveries in 2026. Seat certification remains a workstream (see risk below), but Riyadh Air received the first 787s previously built pending seat certification.
Cash flow outlook for 2026: strong, but timing-dependent (good + moderate risk): - Boeing reiterates FCF outlook of $1B to $3B for 2026. - Q1/H1 better than expected driven by favorable receipt timing; Boeing expects DOJ payment of ~$700M in Q3 (planned second-half payment expected in third quarter). - CFO expects Q3 FCF to remain positive and in the low hundreds of millions, implying Q4 strength (investor asked; company cited BCA delivery ramp + BDS performance + seasonal advances/receipts such as KC-46 advance in Q4 as drivers).

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$274.17

Target Price by Analysts

15.6% upsideBoeing Target Price DetailsTarget Price
$-193.69

Current Fair Value

181.7% downside

Overvalued by 181.7% based on the discounted cash flow analysis.

Share Statistics

Market cap$170.83 Billion
Enterprise Value$273.55 Billion
Dividend Yield$8.22 (-)
Earnings per Share$2.49
Beta1.21
Outstanding Shares791,044,776

Return

Return on Equity39.92%ROE
Return on Assets1.47%
Return on Invested Capital9.16%

Valuation & Multiples

P/E Ratio80.95P/E Ratio
PEG-223.02PEG
Price to Sales2.01Price to Sales
Price to Book Ratio33.88Price to Book Ratio
Enterprise Value to Revenue2.91
Enterprise Value to EBIT53.05
Enterprise Value to Net Income112
Total Debt to Enterprise0.4
Debt to Equity18.03Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
August 4, 2026
EPS Estimate
$-0.31
Average shareholder expectation
Revenue Estimate
$23.92 B
Average shareholder expectation

Next Earnings Call

Expected Date
October 28, 2026
EPS Estimate
$-0.14
Average shareholder expectation
Revenue Estimate
$24.86 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.1664 103.14%
Total Calls10,215 99.96%
Total Puts1,700 99.99%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %3.16% 73.70%
Total Invested$5.54B 95.24%
Investors Holding1,245 1401.00%

ESG Score

No data

About Boeing Co.

141,014 employees
CEO: David Calhoun

Boeing is the world's largest aerospace company and leading manufacturer of commercial jetliners, defense, space and security systems, and service provider of aftermarket support. As America’s biggest manufacturing exporter, the company ...

Relevant Senate Committees

Joint Committee on Taxation

This committee's technical analysis and official 'revenue estimates' are crucial for all tax legislation, directly influencing corporate tax structures and capital investment credits which significantly affect Boeing's financials and strategic decisions.

Finance

As the primary committee for taxation and trade, it directly impacts Boeing's corporate valuations through tax policy and its massive export business through trade agreements, tariffs, and export controls.

Appropriations

This committee allocates the actual discretionary federal spending, directly determining the precise cash flow for defense programs and scientific research that constitute significant revenue for Boeing.

Armed Services

This committee directly oversees the Department of Defense and authorizes the annual NDAA, which determines the vast majority of revenue streams and R&D funding for Boeing's defense, space, and security systems.

Budget

By drafting the budget resolution and setting spending ceilings, this committee directly influences the overall defense budget, which is a primary revenue stream for Boeing's defense segment.

Select Committee on Intelligence

Members receive classified briefings on global threats, creating significant informational asymmetry potential for a company deeply involved in defense, cybersecurity, and security systems like Boeing.

Commerce, Science, and Transportation

This committee's oversight of the FAA and aerospace industry safety regulations is critical for Boeing's commercial jetliner division, directly impacting product certification and market access.

Foreign Relations

As a major exporter to over 150 countries, Boeing's international sales and partnerships are profoundly affected by U.S. foreign policy, treaties, and sanctions legislation guided by this committee.

Homeland Security and Governmental Affairs

This committee's oversight of federal procurement directly impacts Boeing as a major government contractor for defense, space, and security systems.