Added to YB: 2026-08-31
Pitch date: 2026-08-27
BA [neutral]
The Boeing Company
-0.08%
current return
Author Info
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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
$167.6B
Pitch Price
$209.99
Price Target
N/A
Dividend
N/A
EV/EBITDA
-86.91
P/E
79.09
EV/Sales
2.09
Sector
Aerospace and Defense
Category
turnaround
Boeing: The Fall
BA (deep dive): Boeing remains an expensive, structurally impaired turnaround: commercial airplanes lost $7B at a -17% EBIT margin, defense is slightly unprofitable, and a 5% mature margin implies a 44x EBIT multiple. Lost share to Airbus could permanently shrink the installed-base services opportunity, while higher labor costs further pressure margins. The counterweight is an engineering-led turnaround emphasizing quality, backlog execution and restored customer trust.
Read full article (4 min)