Boeing (BA) Hisse Özeti
Boeing Şirketi, iştirakleriyle birlikte, dünya çapında ticari jet uçakları, askeri uçaklar, uydular, füze savunma, insanlı uzay uçuşu ve fırlatma sistemleri ve hizmetleri tasarlamakta, geliştirmekte, üretmekte, satmakta, hizmet vermekte ve desteklemektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 2/6 |
| Gelecekteki Büyüme | 4/6 |
| Geçmiş Performans | 2/6 |
| Finansal Sağlık | 3/6 |
| Temettüler | 0/6 |
Last Earnings Call
Q2 2026 · 28 Jul 2026Boeing’s Q2 2026 earnings, reported on July 28, 2026, showed revenue of $24.56 billion, an 8% year-over-year increase that beat analyst consensus estimates of approximately $24.0 billion to $24.26 billion. However, the company reported a core loss per share of $0.76, which missed analyst consensus estimates (which ranged widely from -$0.24 to -$0.34 per share). The bottom-line miss was primarily driven by a $280 million charge on the VC-25B (Air Force One) program.
Despite the earnings miss, management highlighted positive momentum, including 171 commercial deliveries—the highest since 2018—and positive free cash flow of $631 million. Boeing maintained its full-year guidance for positive free cash flow of $1 billion to $3 billion and emphasized its record $715 billion backlog. Management remains focused on stabilizing production, particularly for the 737 and 787 programs, and executing its long-term plan for margin improvement.
Market Reaction
Boeing shares rose approximately 4% on July 28, 2026, closing at $219.92. Analysts cited the company's positive free cash flow, record backlog, and improved aircraft delivery volumes as primary reasons for investor optimism, which overshadowed the wider-than-expected loss driven by the one-time defense program charge.
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The Boeing Company Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$234.42 |
| 52 Haftanın En Yüksek Seviyesi | US$254.35 |
| 52 Haftanın En Düşük Seviyesi | US$176.77 |
| Beta | 1.22 |
| 1 Aylık Değişim | 5.46% |
| 3 Aylık Değişim | -1.59% |
| 1 Yıllık Değişim | 2.31% |
| 3 Yıllık Değişim | -0.55% |
| 5 Yıllık Değişim | -0.017% |
| Halka arzdan bu yana değişim | 8,072.75% |
Son Haberler & Güncellemeler
Yeni Anlatı • Aug 04
The Operations Turned Profitable, The Balance Sheet Has Not
Read the Q2 income statement line by line. Operating earnings of $156 million.
Anlatı Güncellemesi • 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.Recent updates
Yeni Anlatı • Aug 04
The Operations Turned Profitable, The Balance Sheet Has Not
Read the Q2 income statement line by line. Operating earnings of $156 million.Anlatı Güncellemesi • 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 AlphaAnaliz Makalesi • 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...
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaHissedar Getirileri
| BA | US Aerospace & Defense | US Pazar | |
|---|---|---|---|
| 7D | 8.5% | 5.0% | 4.2% |
| 1Y | 2.3% | 27.0% | 20.6% |
Getiri vs. Endüstri: BA geçen yıl % 27 oranında getiri sağlayan US Aerospace & Defense sektörünün gerisinde kaldı.
Getiri vs Piyasa: BA geçen yıl % 20.6 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| BA volatility | |
|---|---|
| BA Average Weekly Movement | 5.6% |
| Aerospace & Defense Industry Average Movement | 9.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: BA son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: BA 'nin haftalık oynaklığı ( 6% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1916 | 182,000 | Kelly Ortberg | www.boeing.com |
The Boeing Company, iştirakleriyle birlikte, dünya çapında ticari jet uçakları, askeri uçaklar, uydular, füze savunma, insanlı uzay uçuşu ve fırlatma sistemleri ve hizmetleri tasarlamakta, geliştirmekte, üretmekte, satmakta, hizmet vermekte ve desteklemektedir. Şirket üç segmentte faaliyet göstermektedir: Ticari Uçaklar; Savunma, Uzay ve Güvenlik; ve Küresel Hizmetler. Ticari Uçaklar segmenti, yolcu ve kargo ihtiyaçları için ticari jet uçakları geliştirir, üretir ve pazarlar.
The Boeing Company Temel Bilgiler Özeti
| BA temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$185.28b |
| Kazançlar(TTM) | US$2.09b |
| Gelir(TTM) | US$94.00b |
88.7x
F/K Oranı2.0x
P/S OranıBA aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| BA gelir tablosu (TTM) | |
|---|---|
| Gelir | US$94.00b |
| Gelir Maliyeti | US$89.57b |
| Brüt Kâr | US$4.43b |
| Diğer Giderler | US$2.34b |
| Kazançlar | US$2.09b |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | 2.64 |
| Brüt Marj | 4.71% |
| Net Kâr Marjı | 2.22% |
| Borç/Özkaynak Oranı | 745.6% |
BA uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/09 08:03 |
| Gün Sonu Hisse Fiyatı | 2026/08/07 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
The Boeing Company 50 Bu analistlerden 26, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| John Eade | Argus Research Company |
| Peter Arment | Baird |
| Joseph Campbell | Barclays |