The Boeing Company

NYSE:BA Lagerbericht

Marktkapitalisierung: US$185.3b

Boeing Zukünftiges Wachstum

Future Kriterienprüfungen 4/6

Boeing wird ein jährliches Gewinn- und Umsatzwachstum von 42.9% bzw. 9.9% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 42.8% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 47.5% betragen.

Wichtige Informationen

42.9%

Wachstumsrate der Gewinne

42.84%

EPS-Wachstumsrate

Aerospace & Defense Gewinnwachstum17.9%
Wachstumsrate der Einnahmen9.9%
Zukünftige Eigenkapitalrendite47.48%
Analystenabdeckung

Good

Zuletzt aktualisiert09 Aug 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Neues Narrative • Aug 04

The Operations Turned Profitable, The Balance Sheet Has Not

Read the Q2 income statement line by line. Operating earnings of $156 million.
Narrative-Update • Aug 03

BA: Order Momentum And Free Cash Flow Will Support A Fairly Balanced Outlook

Analysts have adjusted their fair value estimate for Boeing stock from $230.00 to about $233.28. They cite updated assumptions for revenue growth, profit margins, the discount rate, and future P/E levels that together support a modestly higher price target.
Seeking Alpha • Jul 29

Boeing: Let's Not Get Carried Away

Summary Boeing delivered a solid Q2, highlighted by positive free cash flow and robust commercial airplane demand, but upside appears priced in. BA's commercial airplane segment saw 14% y/y delivery growth, with production ramping to 47 planes/month and a strong backlog supporting sequential improvement. Operating margins improved, but valuation remains stretched at 35x EV/EBITDA (GAAP); I maintain a Hold rating pending better earnings revisions or cheaper entry. Positive free cash flow and quality assurance are critical; any setbacks here could pressure the stock during this multi-year recovery. Read the full article on Seeking Alpha
Analyseartikel • Jun 19

Boeing (BA) Stock Could Be 18% Undervalued on Backlog Driven Growth Narrative

Boeing (BA) stock has drawn fresh attention after recent trading left it at a last close of US$222.72. This gives the company a market value of about US$177.9b and puts recent returns into sharper focus for investors. See our latest analysis for Boeing. Recent trading has been choppy for Boeing, with the share price slipping 1.29% over the last day but still sitting on a 14.15% 3 month share price return and a 12.67% 1 year total shareholder return, which may indicate that momentum has picked...
Narrative-Update • Jun 15

BA: Record Backlog And New China Orders Will Drive Future Upside

Analysts have nudged Boeing's price target slightly higher from $269.52 to $270.00. This reflects updated assumptions around revenue growth, profit margins and the stock's future P/E multiple.
Narrative-Update • Jun 01

BA: China Orders And Defense Backlog Will Support A Fairly Balanced Outlook

Analysts have revised their price target on Boeing to $230 from about $219, reflecting updated views on fair value, discount rate, revenue growth, profit margins, and future P/E expectations. What's in the News Boeing secured an initial deal for 200 aircraft with China during President Trump's May 2026 state visit.
Narrative-Update • May 15

BA: New Fleet Orders And Defense Programs Will Drive Future Upside

Analysts have nudged their price target for Boeing slightly higher, from $268.96 to $269.52, reflecting updated assumptions around discount rate, revenue growth, profit margin, and future P/E. Taken together, these factors point to only a marginal shift in the stock's assessed fair value.
Narrative-Update • Apr 30

BA: New Aircraft Orders And Defense Programs Will Support Future Upside

Analysts have reduced their Boeing price target by about $2 to reflect updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Boeing and Copa Airlines agreed on an order for 40 737 MAX airplanes, with options for up to 20 more, as Copa plans to expand its fleet of more than 100 737 MAX jets and use them across routes in the Americas and Caribbean (Client Announcements).
Narrative-Update • Apr 16

BA: New Orders And Lower Margins Will Shape A Fairly Balanced Outlook

Analysts have trimmed their price target on Boeing to about $219 from roughly $230, reflecting revised assumptions around profit margins and future P/E that offset changes in growth expectations and discount rates. What's in the News NASA's Space Launch System rocket, powered by a Boeing built core stage, successfully lifted off and completed its core stage mission, including fueling, engine ignition, thrust vector control in flight, fuel tank depletion, engine shutdown and separation maneuvers.
Narrative-Update • Apr 01

BA: Widebody Orders And Defense Will Support Future Upside Potential

Analysts now place Boeing's price target near $271, up from about $247. This reflects updated views on fair value, a slightly higher discount rate, modestly lower revenue growth assumptions, a small uplift in profit margin, and a higher future P/E.
Narrative-Update • Mar 18

BA: Expanding Widebody And Single Aisle Orders Will Support Higher Value

Analysts are keeping Boeing's price target steady at $300, pointing to slightly revised assumptions around the discount rate, revenue growth, profit margin and future P/E that still support the same headline valuation. What's in the News Regulators in the U.S. and Europe granted initial qualification for Boeing 777-9 full flight and flight training simulators at the Boeing Training Campus in Gatwick, U.K., allowing authorities to start using them to validate and approve pilot training courseware (FAA, EASA).
Narrative-Update • Mar 04

BA: Recent Widebody And Single Aisle Orders Will Support Fairly Balanced Outlook

Analysts have lifted their price target for Boeing slightly, with fair value moving from about $229.39 to $230.14 as they factor in updated assumptions on revenue growth, profit margins, the discount rate, and future P/E levels. What's in the News The FAA and EASA granted initial qualification certificates for Boeing 777-9 full-flight and flight training simulators at the Boeing Training Campus in Gatwick, enabling regulators to use these devices to validate and approve pilot training courseware before customer training begins.
Narrative-Update • Feb 18

BA: Rising Aircraft Orders Will Support A Higher Fair Value

Analysts now set their Boeing price target at $300, up from $287. This reflects updated assumptions for discount rate, revenue growth, profit margins, and future P/E that they see as better aligning the valuation with current expectations.
Analyseartikel • Feb 09

Impressive Earnings May Not Tell The Whole Story For Boeing (NYSE:BA)

Investors were disappointed with The Boeing Company's ( NYSE:BA ) earnings, despite the strong profit numbers. We think...
Narrative-Update • Feb 04

BA: New Widebody Commitments Will Offset Elevated Future Earnings Multiple Risk

Analysts have raised their fair value estimate for Boeing from US$191.35 to about US$229.39, reflecting updated views on its projected revenue, profit margins and future P/E assumptions. What's in the News Multiple airlines across Asia, Africa and the Middle East have announced new or expanded orders for Boeing 737 MAX and 787 Dreamliner aircraft, including Air Cambodia, Air India, Ethiopian Airlines, flydubai, Air Senegal, Somon Air and Air Astana (company announcements).
Narrative-Update • Jan 21

BA: Rising Widebody Orders Will Mask Ongoing Earnings Multiple Risk

Analysts have lifted their fair value estimate for Boeing to about US$191 from roughly US$187, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News Ethiopian Airlines finalized orders for nine 787-9 Dreamliners and previously committed to 11 737 MAX jets, adding 20 Boeing aircraft to support long haul and regional routes across Africa and beyond (client announcement).
Narrative-Update • Jan 06

BA: Defense Wins And Widebody Demand Will Support Balanced Future Prospects

Analysts have made a modest upward adjustment to their price target for Boeing to about $247 per share from roughly $244, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E levels. What's in the News EVA Airways plans to purchase four 787-9 aircraft from Boeing, with a total transaction value capped at US$1.94b, subject to board approval and price negotiation based on market levels (client announcement).
Narrative-Update • Dec 14

BA: Defense And Widebody Backlog Expansion Will Drive Future Upside

Analysts have slightly lowered their price target on Boeing by approximately $1 to around $244 per share, citing modest tweaks to long term growth, discount rate, and profitability assumptions, while still expecting solid margin improvement and a lower future earnings multiple. What's in the News Boeing received FAA approval to lift its 737 MAX monthly production cap from 38 to 42 jets, a key step in restoring output and financial stability after the 2024 MAX 9 mid air emergency and subsequent safety probe (Regulatory Authority, FAA).
Narrative-Update • Nov 29

BA: Expanded Defense Orders And Rising Output Will Drive Future Upside

Boeing's analyst price target has been revised downward by $4.32 to $245.00. This reflects updated assumptions in revenue growth, profit margin, and valuation metrics according to analysts.
Narrative-Update • Nov 15

BA: Increased Aircraft Orders And Production Will Drive Future Upside

Boeing's analyst price target has been revised downward, decreasing from $252.57 to $249.32. Analysts cite slightly lower expectations for revenue growth and profitability moving forward.
Narrative-Update • Sep 11

Robust Air Travel Demand Will Drive Global Expansion

Boeing's modestly higher consensus price target reflects a slight increase in its future P/E ratio, with fair value adjusted upward to $252.57. What's in the News Boeing and the Royal Australian Air Force completed early demonstrations of the MQ-28 Ghost Bat Collaborative Combat Aircraft, validating autonomous multi-ship, teaming, and data fusion capabilities, with results to be incorporated into Block 2 production.
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Neues Narrative • May 04

787 Production Will Stabilize And Contract Wins Will Support Progress

Stabilizing production and increasing 737 and 787 rates build a strong foundation for future revenue, supported by a significant backlog.
Seeking Alpha • Apr 14

Jet Set Go: Why I'm One Of Boeing's Biggest Bulls

Summary The aerospace industry has seen massive growth, especially in Asia, with Boeing and Airbus dominating. Despite struggles, Boeing shows potential with key wins like the F-47 contract. Boeing's F-47 win is a major step forward, providing revenue stability and opportunities for future growth. The company is addressing operational issues and working on critical programs like the 737. While Boeing faces debt challenges, its future cash flow prospects are strong. With improvements in production and defense contracts, the risk/reward makes Boeing an appealing investment at current levels. Read the full article on Seeking Alpha
Seeking Alpha • Apr 07

Boeing: Trade War Hurts 737 MAX In China

Summary Boeing's inventory reduction is crucial, particularly 737 MAX deliveries to China. But trade tensions and tariffs pose significant risks. The 737 MAX program faces challenges due to increased costs from tariffs and potential declines in Chinese demand amid an economic slowdown. Despite progress in reducing inventory, Boeing's near-term outlook is pressured by trade wars and potential GDP growth stalling in China. I maintain a long-term buy rating for Boeing, but caution against adding positions in the near term due to current economic pressure. Read the full article on Seeking Alpha
Seeking Alpha • Mar 28

Boeing And Airbus Top $10 Billion In Deliveries, Win More Airplane Orders

Summary The Boeing Company and Airbus SE are both recovering, with Boeing showing stronger delivery performance due to pre-built inventory, while Airbus faces engine supply issues. Airbus leads in net orders, particularly in wide-body aircraft, but Boeing excels in deliveries, particularly wide-body jets, driving higher delivery value. Combined, Boeing and Airbus delivered 154 airplanes worth over $10 billion, with Boeing accounting for 62% of the delivery value. Both stocks are marked as buys, with BB having more immediate upside potential in deliveries, though this may change as EADSF resolves engine issues. Read the full article on Seeking Alpha
Seeking Alpha • Mar 11

Boeing Stock: Not Worth Much Today, Recession Fears Cloud Prospects

Summary Boeing's turnaround under Kelly Ortberg emphasizes sustainable growth and manufacturing quality over financial performance, but faces risks from recession and trade wars. Key risks include potential KPI bias, cost inflation from tariffs, and possible shifts in customer preference to Airbus. Despite current challenges, Boeing's stock has potential upside with a 2027 price target of $201.83, implying a 36% increase. Given the uncertain geopolitical landscape, incrementally adding to positions now is wise, anticipating stronger fundamentals and stock performance by 2027. Read the full article on Seeking Alpha
Seeking Alpha • Mar 01

Boeing's Valuation Can't Be Justified

Summary Boeing's financial struggles persist despite a $25 billion capital raise, with weak earnings and cash flow justifying a downgrade from 'hold' to 'sell'. Recent financial performance has been poor, with significant revenue declines in the Commercial Airplanes and Defense, Space & Security segments due to one-time events. The company's bottom line has worsened, with net losses and negative operating cash flow, exacerbated by losses from fixed price contracts. Despite a 20.9% stock rise, Boeing's overall performance remains disappointing, with limited upside potential and significant challenges in achieving profitability. Read the full article on Seeking Alpha
Seeking Alpha • Feb 10

Boeing Plays A Big Role In Trade With China

Summary President Trump's tariffs on China remain, impacting trade dynamics, but Boeing is not significantly affected due to careful tariff crafting by China. The US-China trade deficit has decreased from $418 billion in 2018 to $295 billion in 2024, influenced by both tariffs and the pandemic. Boeing's role is crucial in reducing the trade deficit, with aerospace exports accounting for up to 15% of US exports to China. Recovery in Boeing deliveries and services exports could significantly reduce the trade deficit, highlighting Boeing's pivotal role in future trade negotiations. Read the full article on Seeking Alpha
Seeking Alpha • Feb 03

Boeing: Trump Trade War Starts

Summary President Trump's tariffs on Canada, Mexico, and China could negatively impact Boeing, a major exporter, by increasing costs and reducing sales. Tariffs generally harm consumers by raising prices and potentially causing job losses, as companies pass on costs or cut production. Boeing faces risks from potential countermeasures, which could lead to lost sales and higher production costs, affecting BA's turnaround efforts. The trade war's broader impact includes potential GDP growth reduction and decreased air travel demand, underscoring the need for negotiation on trade and other issues. Read the full article on Seeking Alpha
Seeking Alpha • Jan 28

Boeing: Another Quarter Of Massive Losses

Summary The Boeing Company reported a massive Q4 loss, with revenues down over 30% and losses per share significantly worse than expected. Operational issues, including a worker strike, severely impacted Boeing's production and profitability, leading to substantial cash burn and a weakened balance sheet. Despite a positive industry outlook, Boeing's high valuation, ongoing operational problems, and lack of shareholder returns make it an unattractive investment. BA shares are expensive, with forecasted earnings multiples of 1,800x for 2025 and 40x for 2026, which I find unjustified. Read the full article on Seeking Alpha
Seeking Alpha • Jan 20

Boeing: No Surprise On Loss As Airbus Books, Bills $56 Billion More Airplanes

Summary Boeing faced severe quality issues and production delays, leading to a 71% drop in net orders and a 34% decline in deliveries. Airbus also experienced a challenging year but outperformed Boeing, with a 60% drop in net orders but a 4% increase in deliveries. Airbus booked twice as many net orders as Boeing, with a more balanced split between single aisle and wide body aircraft. Both manufacturers are expected to see better performance in 2025, with Boeing showing stronger growth due to its lower base. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NYSE:BA - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/2028123,4747,2029,83513,04121
12/31/2027112,8303,6916,2319,90226
12/31/202698,012-1532,2846,33726
6/30/202693,9952,089-2193,639N/A
3/31/202692,1841,922-1,0502,502N/A
12/31/202589,4631,889-1,8861,065N/A
9/30/202580,757-10,167-6,350-3,716N/A
6/30/202575,327-10,913-8,544-6,184N/A
3/31/202569,444-11,655-12,759-10,334N/A
12/31/202466,517-11,875-14,398-12,080N/A
9/30/202473,293-7,975-7,350-5,249N/A
6/30/202473,557-3,441-5,704-3,882N/A
3/31/202476,442-2,1511,2902,916N/A
12/31/202377,794-2,2224,4335,960N/A
9/30/202375,756-2,8334,6146,036N/A
6/30/202373,608-4,4727,8309,204N/A
3/31/202370,538-4,1305,0696,410N/A
12/31/202266,608-4,9352,2903,512N/A
9/30/202261,421-8,444-347771N/A
6/30/202260,743-5,278-3,760-2,681N/A
3/31/202261,060-4,884-4,283-3,245N/A
12/31/202162,286-4,202-4,396-3,416N/A
9/30/202162,797-8,479-9,164-8,141N/A
6/30/202161,658-8,819-13,738-12,698N/A
3/31/202156,467-11,782-18,661-17,495N/A
12/31/202058,158-11,873-19,713-18,410N/A
9/30/202060,765-4,463-18,213-16,621N/A
6/30/202066,606-2,847-16,021-14,226N/A
3/31/202070,550-3,413N/A-9,536N/A
12/31/201976,559-636N/A-2,446N/A
9/30/201986,9893,798N/A2,721N/A
6/30/201992,1554,994N/A9,704N/A
3/31/2019100,66210,132N/A14,974N/A
12/31/2018101,12710,460N/A15,322N/A
9/30/201897,55610,356N/A15,278N/A
6/30/201896,6339,803N/A14,115N/A
3/31/201895,4269,356N/A14,384N/A
12/31/201794,0058,458N/A13,346N/A
9/30/201792,5216,769N/A13,275N/A
6/30/201792,1967,238N/A13,081N/A
3/31/201793,9005,255N/A11,322N/A
12/31/201693,4965,034N/A10,496N/A
9/30/201694,8584,290N/A10,786N/A
6/30/201696,8093,715N/A10,443N/A
3/31/201696,5975,059N/A10,550N/A
12/31/201596,1145,176N/A9,363N/A
9/30/201597,0095,616N/A11,242N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: BADas prognostizierte Gewinnwachstum (42.9% pro Jahr) liegt über der Sparquote (3.7%).

Ertrag vs. Markt: BADie Erträge des Unternehmens (42.9% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (16.9% pro Jahr).

Hohe Wachstumserträge: BAEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: BADie Einnahmen des Unternehmens (9.9% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (12.9% pro Jahr).

Hohe Wachstumseinnahmen: BADie Einnahmen des Unternehmens (9.9% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: BADie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich sehr hoch sein (47.5%).

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/08/10 09:13
Aktienkurs zum Tagesende2026/08/07 00:00
Gewinne2026/06/30
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

The Boeing Company wird von 50 Analysten beobachtet. 26 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
John EadeArgus Research Company
Peter ArmentBaird
Joseph CampbellBarclays