Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Investments

Gain/(loss) on dispositions

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Boeing

Jeppesen is a company that delivers products that integrate navigation, operations, and logistics information into one end-to-end solution.

Jeppesen

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), Global Services (BGS), and Boeing Capital (BCC). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Boeing reports robust Q4 performance, eyes growth amidst challenges

Boeing's strong Q4 performance and positive cash flow signal a turnaround from previous challenges, with a focus on stability, innovation, and growth.
Challenges in supply chain disruptions and margin pressures require strategic management, while opportunities in pricing discipline and product development offer avenues for expansion.
The company's commitment to operational efficiency, workforce training, and market understanding positions Boeing for long-term success and improved financial outlooks.
Overall, Boeing's Q4 2022 Earnings Call reflects a resilient performance, strategic focus on growth areas, and a clear roadmap for addressing challenges and seizing opportunities.

Boeing reports solid Q1 earnings, eyes growth opportunities ahead

Boeing's Q1 showed strong revenue growth and progress in key areas.
Despite challenges, Boeing is optimistic about future opportunities.
Focus on increasing production rates and expanding service business margins.
Strategic plans in place to address identified issues and capitalize on demand.

Boeing reports solid Q2 earnings, eyes production rate increases

Boeing's Q2 performance showed strength in commercial orders and revenue growth, while facing challenges in Defense operations. The company remains optimistic about its outlook for 2023, focusing on increasing production rates and improving margins. Boeing is strategically positioned to capitalize on opportunities in a competitive market with strong demand.

Boeing shows resilience in Q3, eyes production growth and margins

Boeing demonstrated resilience and adaptability in overcoming challenges, focusing on cash flow recovery. Strong demand in Commercial segment, but faced setbacks in deliveries. Progress in China relations and supply chain performance. Confidence in achieving financial targets despite hurdles.

Boeing reports Q4 revenue of $22B, focuses on quality improvements

Boeing's Q4 performance reflects resilience amid challenges, with a focus on quality, stability, and recovery across its business segments. The company's strong financial position, diverse portfolio, and commitment to improvement signal long-term growth potential. Addressing supply chain constraints, enhancing quality controls, and managing margins are key priorities for Boeing's future success. Opportunities lie in restoring customer confidence, expediting certifications, and optimizing production for sustained profitability.

Boeing focuses on quality post-incident, eyes growth opportunities ahead

Boeing is proactively addressing quality issues post-Alaska Airlines incident, with a focus on stability and improvement by year-end, particularly in the 737 and 787 programs.
Strong performance in Defense & Space and Global Services, alongside cash balance management and strategic leadership changes, position Boeing for long-term success.
Challenges in the supply chain, potential Spirit acquisition, and 777X ramp require careful management, but Boeing remains confident in derisking efforts and margin sustainability.

Boeing reports Q2 loss, focuses on safety and production ramp-up

Boeing's Q2 2024 performance showed revenue of $16.9 billion, with challenges in Defense & Space and significant cash usage. The company is strengthening safety, advancing key programs, and planning strategic acquisitions. Opportunities lie in production ramp-up, working capital management, and leadership transitions.

Boeing reports Q3 revenue of $17.8B, faces challenges in operations

Boeing's Q3 2024 performance reflects mixed results with notable strengths in Defense & Space and Global Services, alongside financial challenges in core losses and operational delays.
The company faces opportunities in culture transformation, production recovery, and strategic divestitures to drive future growth and profitability.
Addressing financial struggles, supply chain disruptions, and operational inefficiencies will be crucial for Boeing to navigate towards sustainable success.
Boeing's strong cash position and significant order backlogs offer a foundation for resilience and strategic decision-making amidst industry challenges.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Contract negotiations have hit impasse ahead of expiration of current agreement on 13 September

Boeing faces looming strike threat by 32,000 workers: ‘We are still far apart'

Boeing's troubled Starliner capsule will leave the International Space Station on Friday and return to Earth uncrewed — leaving two NASA astronauts to catch a ride home with SpaceX.

What's next for Boeing after the Starliner snafu?

Boeing approaches key resistance levels, indicating potential upside, with bullish momentum possible upon breaking through. China's long-term aviation growth presents a massive opportunity for Boeing, with a projected doubling of the commercial fleet by 2043. New plane demand highlights growth, with fleet expansion and replacements driving market potential for Boeing.

Boeing: Upside Despite Risks

Boeing has a significant amount of risk around its cash flow generation. The company needs to execute better to fully convince investors.

1 Wall Street Analyst Thinks Boeing Stock Is Going to $119. Is It a Sell?

Spirit AeroSystems Hlds

NEW YORK CITY, NY / ACCESSWIRE / September 5, 2024 / Bronstein, Gewirtz & Grossman, LLC is investigating the merger between Spirit Aerosystems Holdings, Inc. ("Spirit") (NYSE:SPR) and The Boeing Company ("Boeing") (NYSE:BA). Investors who purchased Spirit and continue to hold to the present are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/SPR.

Bronstein, Gewirtz & Grossman, LLC Announces an Investigation Against Spirit Aerosystems Holdings, Inc.(BA) and Encourages Investors to Learn More About the Investigation

Given its better valuation, we believe that Boeing stock (NYSE: BA) is a better pick than its peer GE stock for the next three years. GE stock trades at a higher multiple of 2.9x revenues, versus 1.3x for BA.

Pick Boeing Stock Over GE?

NASA officials expressed confidence that Starliner will have a safe and successful return to Earth late Friday evening, though they had enough reservations about the spacecraft's performance to conclude that the trip should be undertaken without humans on board.

Boeing and NASA prepare to bring Starliner home without its crew on Friday

Acting U.S. Labor Secretary Julie Su on Wednesday encouraged Boeing and more than 30,000 of the planemaker's factory workers to bridge a divide in negotiations and reach a fair contract, as a vote on a new deal looms on Sept. 12.

Acting US labor secretary encourages Boeing and workers to reach 'fair contract'

AeroVironment

General Electric

HEICO

Kratos Defense & Security Solutions

Lockheed Martin

Northrop Grumman

Raytheon Technologies

Subscribers to  Chart of the Week  received this commentary on Sunday, September 1.

Defense Sector: Overbought or Resilient?

NEW YORK CITY, NY / ACCESSWIRE / September 4, 2024 / Bronstein, Gewirtz & Grossman, LLC is investigating the merger between Spirit Aerosystems Holdings, Inc. ("Spirit") (NYSE:SPR) and The Boeing Company ("Boeing") (NYSE:BA). Investors who purchased Spirit and continue to hold to the present are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/SPR.

Bronstein, Gewirtz & Grossman, LLC Is Investigating Spirit Aerosystems Holdings, Inc.(BA) And Encourages Stockholders to Connect

Boeing stock (NYSE: BA) stock fell 7% on Tuesday, September 3, faring worse than its peer Airbus, which was down 4%. The fall in BA stock can primarily be attributed to the recent downgrade from one of the prominent Wall Street research companies.

Why Is Boeing Stock Down 7% In A Day?

Agilent Technologies

American Airlines

Engine repair shops have swelled to a $58 billion business, according to Alton Aviation Consultancy, and are cash cow for engine makers like GE Aerospace.

Airplane engines are in short supply. The business of fixing older ones is booming

Automatic Data Processing

Broadcom

NVIDIA

Wells Fargo

Zscaler

This was the worst single trading day for tech stocks two years -- the worst for the chips segment since 2020.

Markets Sell Off as Labor Market Data Looms

Boeing is facing yet another challenge as 32,000 members of the IAM union are threatening to strike this month if a deal isn't reached on a new contract with the company.

Boeing faces strike of about 32,000 workers

Boeing Co.'s stock plummeted more than 8% on Tuesday, reaching its lowest level in nearly two years, following a downgrade by Wells Fargo. This significant decline came after Wells Fargo analyst Matthew Akers downgraded Boeing's stock from “equal-weight” to “underweight,” setting a new price target of $119.

Boeing stock hits near 2-year low after Wells Fargo downgrade: what investors should know

Boeing (BA) shares tumbled Tuesday after Wells Fargo downgraded the stock on concerns about the plane maker's long-term free cash flow (FCF).

Boeing Stock Sinks as Wells Fargo Warns About Its Free Cash Flow

Microsoft

UnitedHealth Group

Bears will always have a reason to bet against the market, even a roaring one like today's S&P 500 making high after high. Not even the so-called carry trade sell-off triggered by the Japanese yen and U.S. dollar could keep the market down, as it swiftly recovered a couple of days later.

3 Must-Own Stocks for Bullish Investors in Today's Market

Boeing faces significant issues with the Starliner and Boeing 777X programs, impacting CEO Kelly Ortberg's early tenure. Boeing's 777X program is delayed due to thrust link failures, risking further certification and delivery delays. Boeing has incurred $15.9 billion in costs for the 777X, needing higher production rates to recoup expenses.

Boeing 777X: A Negative Surprise For Crisis-Struck Jet Maker

Boeing's stock took a beating Tuesday, after Wells Fargo warned investors to get out, as whatever decision the troubled aerospace giant makes on what to do with its cash and debt will likely be bad for the stock.

Boeing's stock rocked by analyst's sell call, which sees 25% downside

Boeing's annual free cash flow target of $10 billion may be delayed by about two years to 2027-28 and it would have to raise $30 billion before developing a new aircraft, Wells Fargo said and downgraded the stock.

Boeing's cash flow goal to be delayed, says Wells Fargo as it downgrades stock

Boeing has been flying through headwinds for years, and it is missing a substantial upward trend that could have filled its cash coffers and allowed it to invest in future products. Wells Fargo is lowering Boeing to an underperform rating, warning an equity raise is likely.

Why Boeing Stock Is Flying Lower Today

Starliner is slated to return to Earth empty, while its crew will stay on the International Space Station for a few more months.

NASA has an explanation for the ‘strange noise' that came from Boeing's Starliner

Boeing Co (NYSE:BA) is dragging the Dow today, last seen down 7% to trade at $161.62 after Wells Fargo issued a downgrade on the aerospace giant to "underweight" from "equal-weight.

Boeing Stock Drags Dow as Analyst Steps to Sidelines

NEW YORK CITY, NY / ACCESSWIRE / September 3, 2024 / Bronstein, Gewirtz & Grossman, LLC is investigating the merger between Spirit Aerosystems Holdings, Inc. ("Spirit") (NYSE:SPR) and The Boeing Company ("Boeing") (NYSE:BA). Investors who purchased Spirit and continue to hold to the present are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/SPR.

Spirit Aerosystems Holdings, Inc.(BA) Investigation: Bronstein, Gewirtz & Grossman, LLC Encourages Stockholders to Contact the Firm to Learn More About the Investigation

Dyne Therapeutics

U.S. stock futures were lower this morning, with the Nasdaq futures dipping around 100 points on Tuesday.

News for Boeing Stock (BA)