Added to YB: 2026-05-07
Pitch date: 2026-05-04
BA [neutral]
The Boeing Company
+3.06%
current return
Author Info
No bio for this author
Company Info
The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide.
Market Cap
$176.9B
Pitch Price
$223.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
-78.14
P/E
89.89
EV/Sales
2.24
Sector
Aerospace and Defense
Category
turnaround
Boeing Q1 2026: The Multi-Year Recovery Story Begins to Crystallize
BA (earnings): Q1 deliveries +10% to 143, commercial rev +13% to $9.2B, margins improving despite Spirit integration. 737 Max at 42/month rate, targeting 47 summer '26, 52 H1'27. 777X cert on track for '27 deliveries. Defense rev +21% to $7.6B, margins +600bps to 3.1%, targeting high single digits by '28-'29. FCF guide $1-3B ('26). Recovery thesis intact.
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