Added to YB: 2025-11-11
Pitch date: 2025-11-05
BA [neutral]
The Boeing Company
+3.17%
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
$152.3B
Pitch Price
$198.10
Price Target
N/A
Dividend
N/A
EV/EBITDA
-33.02
P/E
-14.83
EV/Sales
2.30
Sector
Aerospace and Defense
Category
turnaround
Boeing Q3 2025: Executing the Turnaround Plan Amidst the 777X Charge
BA (earnings): Q3 deliveries up 38% to 160 planes, 737 Max approved for 42/month production (targeting 52 by H2 2026). $4.9B 777X writedown pushes certification to 2027. Defense margins 1.7%, Global Services 17.5%. FCF turned positive at $200M. Spirit acquisition clearing regulatory hurdles. Expects 15% CAGR over 2-3 years as production ramps.
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