BA

The Boeing Company BA logo
NYSE Industrials
$214.09
-0.24 (-0.11%)
Updated: 7/17/2026, 8:55:00 PM
Open
$211.50
High
$216.83
Low
$211.50
Prev Close
$214.34
Volume
3.28M

Price History

Why Is BA ▼ Down Today?

-0.11%

Boeing sees slight dip, underperforming aerospace sector's gains

Boeing (BA) shares experienced a marginal decline of 0.112% today, closing at $214.09. This movement occurred on a volume of 3,279,915, with the stock underperforming the broader aerospace sector, which saw an average gain of 0.53%. The slight dip comes as investors look ahead to the company's upcoming earnings report.

Key Drivers

June Jet Deliveries
Recent news highlighted Boeing's delivery of 64 jets in June, a metric that will be closely watched by analysts ahead of the company's July 28 earnings announcement.

Generated by Highly Regarded's proprietary market analysis engine. Not financial advice.

Financial Highlights

TTM 2025

Income Statement

Revenue
$89.46B
Gross Profit
$4.29B
4.8% margin
Operating Income
$4.28B
4.8% margin
Net Income
$2.24B
2.5% margin
EPS (Diluted)
$2.48
R&D Spend
$3.62B

Balance Sheet

Total Assets
$168.24B
Total Liabilities
$162.78B
Stockholders' Equity
$5.46B
Long-Term Debt
$53.85B

Cash Flow

Operating Cash Flow
$1.06B
Investing Activities
$499.0M
Net Cash Flow
-$2.16B

SEC filing dated January 30, 2026. Source: Polygon.io / SEC EDGAR.

Highly Regarded Analysis

Updated Jul 17, 2026 • Refreshes daily
Rating
Highly Regarded
Risk
High
Target
$274.46
Type
Standard

Executive Summary

The Boeing Company, a global aerospace and defense firm, is navigating a period of intense scrutiny and operational challenges. While benefiting from a substantial order backlog and strong global demand for air travel and defense systems, the company faces persistent production issues, supply chain disruptions, and regulatory hurdles impacting key aircraft programs like the 737 MAX and 777X. Despite these headwinds, analysts largely maintain a 'Strong Buy' consensus, anticipating a long-term recovery driven by increased delivery volumes and improved operational efficiency. The company's financial health shows signs of strain with recent losses, but management is focused on achieving positive free cash flow.

Bull Case

The bull case for Boeing is predicated on several factors, including the global demand for air travel and Boeing's strong position in the aerospace and defense industry. The company holds a record backlog of $695 billion, with over 6,100 commercial airplanes, providing a robust revenue pipeline. Successful and consistent increases in the 737 production rate to 47 per month in 2026 and eventually to 52 per month, coupled with the resolution of certification delays for the 737 MAX 7, 737 MAX 10, and 777X, are key to unlocking significant cash flow. The strength of its defense, space, and security segment, driven by government contracts, also provides stability and growth potential.

Bear Case

The bear case centers on persistent execution risks, including ongoing production issues, quality control problems, and supply chain constraints that could continue to hamper delivery timelines. Delays in the certification of key aircraft models, particularly the 737 MAX 7, 737 MAX 10, and 777X, could further impact sales and operational costs. Stiff competition from Airbus in the commercial airplane segment, coupled with geopolitical tensions and economic downturns, poses additional threats. The company's high debt load of approximately $47 billion and its currently high valuation based on earnings multiples also present risks.

Technical Outlook

Boeing's stock has shown mixed technical signals. While some short-term indicators suggest bearish pressure, with the share price below its 5, 20, and 50-day exponential moving averages, other analyses indicate the stock is within an approximate horizontal trend channel in the medium term, with price testing support levels around $214. Some moving average analyses signal a 'Buy' for BA, underscoring bullish alignment for intermediate-term trends. The stock has recently pulled back from highs near $250.

Fundamental Health

The Boeing Company has a significant market capitalization, but its fundamental health has been impacted by ongoing operational challenges. The company reported a Q1 2026 GAAP loss per share of ($0.11) and a core loss per share of ($0.20), though this exceeded analysts' expectations. Quarterly revenue for Q1 2026 was $22.22 billion, a 14.0% year-over-year increase. Boeing carries approximately $47 billion in total debt. The price-to-earnings (P/E) ratio is high at around 94-110, reflecting financial strain and profitability challenges. While it has an exceptional 3-year average return on equity (ROE) of 76%, there are concerns about declining gross and operating margins, and negative free cash flow margins. The total company backlog grew to a record $695 billion, including over 6,100 commercial airplanes, indicating strong future demand.

Key Catalysts

  • FAA certifications for 737 MAX 7, 737 MAX 10, and 777X aircraft programs
  • Consistent increase in commercial aircraft delivery volumes and production rates, especially the 737 program to 52 aircraft per month
  • Effective management and resolution of supply chain bottlenecks and quality control issues
  • Strong Q2 2026 earnings report, with a focus on free cash flow generation (expected July 28, 2026)
  • Securing new large commercial aircraft orders
  • Awards of significant defense and space contracts

This analysis was conducted by Highly Regarded's proprietary market analysis engine. It is not financial advice. Always do your own research and consult a financial advisor before making investment decisions.

Go Deeper on BA

Key Stats

P/E Ratio 86.3x
EPS (Diluted) $2.48
Gross Margin 4.8%
Operating Margin 4.8%
Net Margin 2.5%
Revenue (Qtr) $89.46B
Shares Outstanding 785M
As of TTM 2025

Next Earnings

Date Jul 28, 2026
Time Before Open
Quarter Q2 2026
EPS Estimate $-0.29

BA News

No recent news for BA.