AI Spotlight on BA
Company Description
The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sales, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide.The company operates through four segments: Commercial Airplanes; Defense, Space & Security; Global Services; and Boeing Capital.The Commercial Airplanes segment provides commercial jet aircraft for passenger and cargo requirements, as well as fleet support services.
The Defense, Space & Security segment engages in the research, development, production, and modification of manned and unmanned military aircraft and weapons systems; strategic defense and intelligence systems, which include strategic missile and defense systems, command, control, communications, computers, intelligence, surveillance and reconnaissance, cyber and information solutions, and intelligence systems; and satellite systems, such as government and commercial satellites, and space exploration.The Global Services segment offers products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and data analytics and digital services to commercial and defense customers.The Boeing Capital segment offers financing services and manages financing exposure for a portfolio of equipment under operating leases, sales-type/finance leases, notes and other receivables, assets held for sale or re-lease, and investments.
The company was incorporated in 1916 and is based in Chicago, Illinois.
Market Data
Last Price | 179 |
Change Percentage | -0.30% |
Open | 180.51 |
Previous Close | 179.53 |
Market Cap ( Millions) | 133924 |
Volume | 2064645 |
Year High | 213.77 |
Year Low | 137.03 |
M A 50 | 165.44 |
M A 200 | 168.57 |
Financial Ratios
FCF Yield | -5.43% |
Dividend Yield | 0.00% |
ROE | 76.07% |
Debt / Equity | -1378.30% |
Net Debt / EBIDTA | -459.81% |
Price To Book | -32.87 |
Price Earnings Ratio | -10.82 |
Price To FCF | -18.43 |
Price To sales | 2.01 |
EV / EBITDA | -19.96 |
News
- Jan -30 - Boeing replaces chief of its Starliner spacecraft unit
- Jan -30 - Southwest Airlines CEO Bob Jordan on Q4 results, D.C. plane crash and Boeing deliveries
- Jan -29 - Aerospace analysts are guardedly hopeful about Boeing's path forward
- Jan -29 - Boeing's Record Disappointment
- Jan -29 - Boeing's Q4 Big Miss: Earnings Plunge, But Analysts See Potential For 2025 Rebound
- Jan -29 - Boeing: Poor Earnings, Bullish Story Is The Big Surprise To Buy
- Jan -29 - These Analysts Raise Their Forecasts On Boeing Following Q4 Results
- Jan -29 - What's Next For Boeing Stock After An Optimistic Production Outlook?
- Jan -29 - Ryanair CEO O'Leary confident of Boeing's 737 ramp-up, sees Trump support
- Jan -28 - Boeing: Another Quarter Of Massive Losses
- Jan -28 - Why Boeing Stock Is Soaring Today
- Jan -28 - The Boeing Company (BA) Q4 2024 Earnings Call Transcript
- Jan -28 - Gold Gains 1%; Boeing Shares Rise Following Q4 Results
- Jan -28 - Enormous investor optimism toward Boeing, says analyst
- Jan -28 - Boeing Tests Breakout On Upbeat Outlook For Bestselling Jets
- Jan -28 - Boeing is working with Elon Musk to deliver Air Force One replacements sooner
- Jan -28 - Jim Cramer asks Boeing CEO Kelly Ortberg for Q2 outlook
- Jan -28 - Durable Goods Orders Decreased More Than Expected
- Jan -28 - Boeing Shares Bounce Back as CEO Makes Progress
- Jan -28 - Boeing's Q4 Earnings Lag Estimates, Revenues Decrease Y/Y
Business Breakdown
Expected Mid-Term Growth
Segment nΒ°1 -> Commercial Airplanes
Expected Growth : 12 %
What the company do ?
Commercial Airplanes from The Boeing Company designs, manufactures, and sells commercial jetliners, providing airlines with fuel-efficient and technologically advanced aircraft.
Why we expect these perspectives ?
Boeing's 12% growth in commercial airplanes is driven by increasing global air travel demand, fueled by rising middle-class populations and economic growth in emerging markets. Additionally, airlines are replacing older fleets with more efficient aircraft, and Boeing's innovative products, such as the 787 Dreamliner, are in high demand.
Segment nΒ°2 -> Defense, Space and Security
Expected Growth : 8 %
What the company do ?
The Defense, Space and Security segment of The Boeing Company provides solutions for defense, space, and government customers, including aircraft, satellites, and cybersecurity products.
Why we expect these perspectives ?
Boeing's Defense, Space and Security segment growth is driven by increasing global demand for advanced defense systems, space exploration, and cybersecurity solutions. The 8% growth is fueled by rising government spending on defense and space programs, growing threats from emerging technologies, and Boeing's strategic investments in digital defense and space capabilities.
Segment nΒ°3 -> Global Services
Expected Growth : 11 %
What the company do ?
Global Services from The Boeing Company provides a range of support and solutions for commercial and defense customers, including maintenance, repair, and overhaul services, as well as supply chain management and engineering support.
Why we expect these perspectives ?
Boeing's Global Services segment growth is driven by increasing demand for aftermarket services, digital solutions, and engineering expertise. The company's large installed base of aircraft and growing fleet of digital-enabled platforms also contribute to growth. Additionally, Boeing's strategic acquisitions, such as KLX Aerospace, and partnerships with industry leaders, like Embraer, expand its service offerings and capabilities.
Segment nΒ°4 -> Unallocated Items, Eliminations and Other
Expected Growth : 9 %
What the company do ?
Unallocated Items, Eliminations and Other from The Boeing Company refers to the residual category that includes corporate overhead costs, intercompany eliminations, and other miscellaneous items not attributed to specific business segments.
Why we expect these perspectives ?
Boeing's 9% growth in Unallocated Items, Eliminations and Other is driven by increased research and development expenses, higher pension and post-retirement expenses, and a rise in foreign currency exchange losses. Additionally, the company's investments in digital transformation and growth initiatives, as well as the impact of changes in accounting estimates, contribute to this growth.
The Boeing Company Products
Product Range | What is it ? |
---|---|
Commercial Airplanes | Designs, manufactures, and sells commercial airplanes and related services |
Defense, Space & Security | Provides defense and security solutions, including aircraft, missiles, and satellite systems |
Global Services | Offers a range of services, including maintenance, engineering, and training |
Boeing Capital Corporation | Provides financing solutions for Boeing customers |
Network & Space Systems | Develops and integrates network-centric systems and satellite communications |
Phantom Express | Develops and manufactures reusable space launch systems |
KC-46 Tanker | Designs and manufactures aerial refueling tankers |
P-8 Poseidon | Develops and manufactures maritime patrol aircraft |
CH-47 Chinook | Designs and manufactures heavy-lift helicopters |
The Boeing Company's Porter Forces
Threat Of Substitutes
The threat of substitutes for Boeing is low due to the high barriers to entry in the aerospace industry, including high capital costs and stringent regulatory requirements.
Bargaining Power Of Customers
The bargaining power of customers for Boeing is medium, as while there are some large and influential customers, such as the US military, there are also many smaller customers that have less negotiating power.
Bargaining Power Of Suppliers
The bargaining power of suppliers for Boeing is low, as the company has a diverse supplier base and is not heavily dependent on any one supplier.
Threat Of New Entrants
The threat of new entrants for Boeing is low, as the barriers to entry in the aerospace industry are extremely high, including high capital costs, complex technology, and stringent regulatory requirements.
Intensity Of Rivalry
The intensity of rivalry for Boeing is high, as the company competes with other major aerospace companies, such as Airbus, and there is a high level of competition for market share and contracts.
Capital Structure
Value | |
---|---|
Debt Weight | 148.72% |
Debt Cost | 4.18% |
Equity Weight | -48.72% |
Equity Cost | 11.66% |
WACC | 0.54% |
Leverage | -305.25% |
The Boeing Company : Quality Control
The Boeing Company passed 1 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
Company | Rational |
---|---|
GE | General Electric Company, doing business as GE Aerospace, designs and produces commercial and defense aircraft engines, integrated engine components, electric power, and mechanical aircraft systems. It also offers aftermarket services β¦ |
NOC | Northrop Grumman Corporation operates as an aerospace and defense company worldwide. The company's Aeronautics Systems segment designs, develops, manufactures, integrates, and sustains aircraft systems. This segment also offers unmanned autonomous β¦ |
HEI | HEICO Corporation, through its subsidiaries, designs, manufactures, and sells aerospace, defense, and electronic related products and services in the United States and internationally. The company's Flight Support Group segment provides β¦ |
RTX | Raytheon Technologies Corporation, an aerospace and defense company, provides systems and services for the commercial, military, and government customers worldwide. It operates through four segments: Collins Aerospace Systems, Pratt & β¦ |
LHX | L3Harris Technologies, Inc., an aerospace and defense technology company, provides mission-critical solutions for government and commercial customers worldwide. The company's Integrated Mission Systems segment provides multi-mission intelligence, surveillance, and reconnaissance β¦ |