Boeing's top-line recovery is real, with revenue up 34.5% year-over-year in 2025Q2 and reaching $24.6B in 2026Q2, but profitability remains elusive as gross margins hover near 9.8% and operating income barely breaks even at $78M. The balance sheet is stabilizi...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to $24.6B in 2026Q2 (up 8% sequentially), but gross margin of 9.8% and operating margin of 0.3% remain well below historical norms, reflecting ongoing production inefficiencies.
Average 12-month price target is $259.60, with high forecasts reaching $298.00, suggesting over 13% upside.
FAA approval to increase 737 jet production, with higher 2026 deliveries expected, driven by international demand.
Targeting positive free cash flow of ~$3 billion by 2026, with EBITDA expansion and debt reduction.
Wiring flaws and production issues, especially with 737 MAX, could delay certifications and deliveries.
Negative operating cash flow and significant free cash flow losses raise concerns about liquidity and debt.
Oil price volatility and geopolitical tensions may depress travel demand and affect aircraft orders.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 28, 2026 | -$0.76-123.5% vs -$0.34 | $24.6B+1.2% vs $24.3B |
Q2 2026 Apr 22, 2026 | -$0.20+70.8% vs -$0.68 | $22.2B+1.7% vs $21.9B |
Q1 2026 Jan 27, 2026 | $9.92+2362.1% vs -$0.44 | $23.9B+6.0% vs $22.6B |
Q4 2025 Oct 29, 2025 | -$7.47-44.8% vs -$5.16 | $23.3B+5.5% vs $22.1B |
Boeing's drone subsidiary Insitu and aviation Wi-Fi provider Gogo have successfully tested a military drone using satellite communications, the companies said on Tuesday, underscoring growing efforts by governments and defense firms to reduce reliance on Elon Musk's Starlink.
Aerospace and defense shares are trading lower Tuesday morning after a Reuters report that Iran has offered to reopen the Strait of Hormuz within seven days if the U.S. takes initial steps toward easing military pressure.
BA's Kuwait Super Hornet support deal highlights international demand for military aircraft and long-term lifecycle services.
With the Trump-Xi summit approaching, Boeing and NVIDIA both carry massive China exposure but in completely opposite ways, and that difference points to only one name as a genuine binary trade on the outcome.
Benchmark BA against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for The Boeing Company (BA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $197.72 | $156.27B | 79.73 | 34.5% | 2.5% | 289.7% | 0.22% | |
| $190.99 | $257.41B | 38.51 | 9.74% | 8.28% | 11.48% | — | |
| $522.34 | $120.55B | 24.31 | 5.65% | 8.16% | 86.24% | — | |
| $509.86 | $72.43B | 17.53 | 2.24% | 10.48% | 26.58% | — | |
| $343.39 | $92.91B | 22.21 | 10.13% | 8.18% | 17.43% | — | |
| $117.75 | $4.7B | 24.08 | 18.97% | 5.67% | 12.19% | — |
The Boeing Company (BA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
The Boeing Company (BA) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 21, 2026·SEC
Jul 28, 2026·SEC
Apr 22, 2026·SEC
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The Boeing Company (BA) stock FAQ — growth, dividends, profitability & financials explained
The Boeing Company (BA) reported $94.00B in revenue for fiscal year 2025. This represents a 165% increase from $35.45B in 1996.
The Boeing Company (BA) grew revenue by 34.5% over the past year. This is strong growth.
Yes, The Boeing Company (BA) is profitable, generating $2.44B in net income for fiscal year 2025 (2.5% net margin).
Yes, The Boeing Company (BA) pays a dividend with a yield of 0.22%. This makes it attractive for income-focused investors.
The Boeing Company (BA) has a return on equity (ROE) of 289.7%. This is excellent, indicating efficient use of shareholder capital.
The Boeing Company (BA) had negative free cash flow of $210.0M in fiscal year 2025, likely due to heavy capital investments.
