Added to YB: 2026-02-02
Pitch date: 2026-01-29
BA [neutral]
The Boeing Company
+0.09%
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
$187.6B
Pitch Price
$233.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
-81.67
P/E
96.34
EV/Sales
2.41
Sector
Aerospace and Defense
Category
turnaround
Boeing Is Starting To Turn The Corner (Q4 2025)
BA (earnings): Strong Q4 recovery w/ 160 plane deliveries vs 57 prior year; 737 Max ramping to 42/month rate, 787 expanding to 15/month by late 2026; margins negative but improving, FCF guidance $1-3B for 2026 vs -$1.9B usage in 2025; 777X certification advancing, BDS margins recovering from write-downs; author targets 15% IRR from $220 basis.
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