Boeing's post-crisis delivery rebound appears to be maturing, with revenue growth decelerating from 57.1% in 2025Q4 to 3.9% in 2026Q3 and operating income thinning to just $139M (0.6% margin) on $24.2B of quarterly revenue — suggesting the 9.0% gross margin may not recover toward RTX's 20.1% or Northrop's 19.8% without…
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 cooled to 3.9% in 2026Q3 with a 9.0% gross margin and only $139M (0.6%) of operating income, indicating the margin recovery is lagging the top-line rebound and remains well below aerospace peer benchmarks near 20%.
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 11/7/2026, 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) |
|---|---|---|
Q4 2026Latest Oct 27, 2026 | -$0.34-33.4% vs -$0.26 | $24.2B+1.0% vs $23.9B |
Q3 2026 Jul 28, 2026 | -$0.76-170.6% vs -$0.28 | $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 |
During the third quarter, Natera achieved record results. Shares advanced during the quarter as Twilio's voice platform was recognized as a backbone for agentic voice agents. Carpenter Technology is benefiting from increased production rates at Boeing that is driving demand for mission-critical materials and components.
Apple, Amazon and Tesla have all slammed the door on a blockchain stock venue backed by the NYSE's parent company. One short letter and a 30-day clock give them that power, and the list of holdouts keeps growing.
Two Boeing board members opened their wallets while the stock slid well below its highs, and analysts are lining up behind them. A stubborn production problem could still decide whether the bullish bet pays off.
Boeing stock has traded in a range between $140 and $150 on the low side and $250 on the high side for the last 6.5 years, and after last week's bombshell that disclosed that $10 billion in free cash flow likely won't be seen by shareholders until 2029, the stock is making its way back down to the low end of the 6.5-year trading range. After an 18-year secular bull market, holding a stock that is down 62% from its early 2019 high of $446 should help assuage the potential of BA really falling much further after its drop in 2019. IBM reported revenue, operating income and EPS growth in Q3 '22 of 5%, 8% and 11% respectively, which, while far less than the hyperscaler and cloud crowd, is still respectable for the old mainframe giant.
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 |
|---|---|---|---|---|---|---|---|
| $173.40 | $137.05B | 69.92 | 34.5% | 2.5% | 289.7% | 0.25% | |
| $189.53 | $255.44B | 38.21 | 9.74% | 8.88% | 12.44% | 1.39% | |
| $567.08 | $130.88B | 26.39 | 5.65% | 8.23% | 78.85% | 2.38% | |
| $525.01 | $74.58B | 18.05 | 2.24% | 10.37% | 25.7% | 1.71% | |
| $354.06 | $95.79B | 22.90 | 10.13% | 8.24% | 17.6% | 1.64% | |
| $109.21 | $4.36B | 22.33 | 18.97% | 5.55% | 11.63% | — |
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)
Oct 27, 2026·SEC
Aug 21, 2026·SEC
Jul 28, 2026·SEC
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The Boeing Company (BA) stock FAQ — growth, dividends, profitability & financials explained
The Boeing Company (BA) reported $94.91B in revenue over the trailing twelve months. Revenue was $89.46B in fiscal year 2025. That is 152% more than the $35.45B of fiscal year 1996.
The Boeing Company (BA) grew revenue by 34.5% in fiscal year 2025, compared with the prior fiscal year.
Yes. The Boeing Company (BA) earned $7.66B in net income over the trailing twelve months (a 8.1% net margin).
Yes. The Boeing Company (BA) pays a dividend that yields 0.25% at the current price, a small yield.
The Boeing Company (BA) had a return on equity (ROE) of 289.7% in fiscal year 2025. That is well above the market's typical 10-15%.
The Boeing Company (BA) had negative free cash flow of $1.54B over the trailing twelve months.
