Boeing Co.
BA
Market Cap$146.92B
Close$
Earnings Call Q1 2025
April 23, 2025 - AI Summary
Strong Q1 Performance: Boeing reported Q1 2025 revenues of $19.5 billion, up 18% year-over-year, attributed mainly to higher commercial deliveries (130 airplanes), reflective of a solid recovery plan and operational stability, particularly in the 737 and 787 programs.
Optimistic Production Forecasts: Boeing's projection is to ramp 737 production to 38 per month in the coming months, aiming for 42 per month later this year if key performance indicators (KPIs) remain stable. The 787 production is currently five per month, with plans to increase to seven per month, indicating operational efficiency and demand stability.
Challenges from Tariffs: Input tariffs due to trade tensions could create additional costs, estimated at under $500 million annually. Boeing is managing these expenses through duty drawback opportunities, especially for exports. The primary challenge remains the delayed aircraft deliveries to Chinese customers due to tariffs.
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$197.29
1.3% upside
Current Fair Value
1.3% upsideUndervalued by 1.3% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $146.92 Billion |
|---|---|
| Enterprise Value | $190.39 Billion |
| Dividend Yield | $0 (0%) |
| Earnings per Share | $-18.36 |
| Beta | 1.41 |
| Outstanding Shares | 753,400,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | -12.75 |
|---|---|
| PEG | -4.6 |
| Price to Sales | 2.01 |
| Price to Book Ratio | -38.97 |
| Enterprise Value to Revenue | 2.6 |
| Enterprise Value to EBIT | -27.85 |
| Enterprise Value to Net Income | -24 |
| Total Debt to Enterprise | 0.28 |
| Debt to Equity | -16.13 |
Revenue Sources
No data
Insider Trades
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 ...