Boeing Co.

Boeing Co.

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Market Cap$169.84B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Boeing Co.Boeing Co.77.7-36%27.9

Earnings Call Q1 2026

April 22, 2026 - AI Summary

Strong Revenue Growth: Boeing reported consolidated revenue of $22.2 billion in Q1 2026, a 14% increase year-over-year driven by solid performance across all segments. The Commercial Airplanes (BCA) segment delivered 143 airplanes, contributing to the overall revenue increase, while backlog remains robust at $576 billion, including over 6,100 airplanes.
Positive Free Cash Flow Outlook: For 2026, Boeing expects positive free cash flow between $1 billion to $3 billion, signaling recovery and operational efficiency. The company highlighted improvements in cash flow management, driven by solid performance in the BCA and increased production rates, particularly in the defense segment.
Production Rate Targets: Boeing aims to increase the 737 production rate from 42 to 47 per month by summer 2026, with plans to reach 52 per month later. The integration of the new Everett North Line is expected to support these targets, although the gradual ramp-up emphasizes the need for monitoring supply chain challenges.

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$273.33

Target Price by Analysts

23.3% upsideBoeing Target Price DetailsTarget Price
$-196.85

Current Fair Value

188.8% downside

Overvalued by 188.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$169.84 Billion
Enterprise Value$207.61 Billion
Dividend Yield$- (-)
Earnings per Share$2.49
Beta1.21
Outstanding Shares818,181,818

Return

Return on Equity36.45%ROE
Return on Assets1.32%
Return on Invested Capital8.01%

Valuation & Multiples

P/E Ratio77.72P/E Ratio
PEG-87.14PEG
Price to Sales1.98Price to Sales
Price to Book Ratio31.66Price to Book Ratio
Enterprise Value to Revenue2.25
Enterprise Value to EBIT43.75
Enterprise Value to Net Income95
Total Debt to Enterprise0.23
Debt to Equity7.89Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 29, 2026
EPS Estimate
$-0.39
Average shareholder expectation
Revenue Estimate
$22.15 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 28, 2026
EPS Estimate
$-0.23
Average shareholder expectation
Revenue Estimate
$23.94 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.1978 3.51%
Total Calls27,625,422 14.40%
Total Puts33,089,162 16.84%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %76.84% 2.43%
Total Invested$116.34B 6.23%
Investors Holding2,636 26.00%

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.