BA

The Boeing Company BA logo
NYSE Industrials
$188.29
+0.85 (+0.45%)
Updated: 10/23/2026, 8:55:01 PM
Open
$188.39
High
$188.42
Low
$188.26
Prev Close
$187.55
Volume
276,306

Price History

Why Is BA ▲ Up Today?

+0.45%

Full AI analysis generates after market close. Showing live price data.

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 Oct 23, 2026 • Refreshes daily
Rating
Highly Regarded
Risk
High
Target
$267.22
Type
Standard

Executive Summary

The Boeing Company (BA) is a major aerospace and defense contractor, currently trading at $187.55, reflecting a 2.50% decrease in the past 24 hours. The company is poised for a recovery, with analysts anticipating a significant upside potential of approximately 42% from current levels. A key recent development is the FAA certification of the 737 MAX 10 on October 20, 2026, which is expected to boost future deliveries. Boeing is scheduled to release its Q3 2026 earnings on October 27, 2026, where it is projected to report a loss, albeit a substantially smaller one than the previous year. The company holds a record backlog of approximately $715 billion, which is expected to translate into stronger earnings and cash flow in 2027.

Bull Case

The bull case for Boeing is predicated on successful execution of its production ramp-ups for the 737 MAX and 787 aircraft, alongside timely certification of key programs like the 777X. The recent FAA certification of the 737 MAX 10 is a significant catalyst, expected to translate into increased deliveries and stronger cash flow. The substantial order backlog provides a long-term revenue stream, and anticipated improvements in operational efficiency and supply chain stability are expected to drive profitability and free cash flow into 2027.

Bear Case

The bear case involves potential setbacks from execution risks, including production delays, product malfunctions, and persistent supply chain disruptions. Intense competition from rivals such as Airbus, Lockheed Martin, and Northrop Grumman could also pressure market share and margins. Unfavorable outcomes from labor negotiations or any slippage in certification timelines for new aircraft could derail recovery efforts. Furthermore, if the company fails to translate its substantial backlog into consistent earnings and positive capital efficiency, the stock could remain under pressure.

Technical Outlook

Boeing shares are currently trading near the bottom of their 52-week range of $176.77 to $254.35 and below their 200-day simple moving average. The stock has experienced a decrease of approximately 13-14% year-to-date and over the last year, underperforming the broader S&P 500 Index.

Fundamental Health

With a market capitalization of around $148 billion to $152 billion, Boeing is a large-cap company. While analysts expect a core loss of approximately $0.21 per share for Q3 2026, this represents a 97.2% improvement from the prior year's loss. Revenue for Q3 2026 is forecast at around $24.32 billion. For the full fiscal year 2026, analysts anticipate an adjusted loss of approximately $1.10 per share, with a significant turnaround expected in 2027, projecting adjusted earnings of $3.77 per share. Total revenue is forecast to reach $97.54 billion in 2026 and $112.02 billion in 2027. The company's large order backlog of over $715 billion provides strong revenue visibility. However, Boeing has reported a negative return on equity of 346.82% and a relatively high price-to-earnings ratio, indicating challenges in profitability.

Key Catalysts

  • Q3 2026 Earnings Report (October 27, 2026)
  • Conversion of record order backlog into deliveries and revenue
  • Production rate increases for 737 MAX and 787
  • Further progress on 777X certification

This analysis is AI-assisted and reviewed by our editorial team. 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 75.9x
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 Oct 27, 2026
Time Before Open
Quarter Q3 2026
EPS Estimate $-0.19

BA News

No recent news for BA.