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

Embraer

Embraer has completed a multi-year turnaround, with an improved cost structure and EBITDA margins of over 10%. Embraer is guiding for 20% revenue and EBITDA growth in 2024. The stock has performed well, with potential for positive surprises in the commercial aircraft segment and the hidden asset of its eVTOL subsidiary, Eve Holdings.

Embraer: Filling The Boeing Gap?

This was Boeing's best week in many years. A dysfunctional management team was ousted.

Boeing had a good week cleaning house — but now comes the hard part

Geopolitical tensions have led to an increase in military spending, benefiting defense stocks. The iShares U.S. Aerospace & Defense ETF is the largest defense-focused ETF, but its composition, particularly its heavy exposure to Boeing, may hinder its performance. The outlook for the defense sector is positive, but ITA may not be the best choice for exposure to this sector.

ITA: Boeing Allocation Dims Outlook For This Defense ETF

It took 80 days. But for the airline industry, enough was enough.

Focus: How Boeing's leadership was 'fired' by its own customers

Boeing is a global leader in the the manufacturing of various aircraft. Safety issues with its aircraft have led to a decline in Boeing stock.

1 Wall Street Analyst Thinks Boeing Stock Is Going to $262. Is It a Buy Around $191?

Aviation analysts and former Boeing employees have criticized the company's reported sidelining of engineers in its senior management ranks.

Boeing needs to be led by engineers, time is not on its side, Emirates Airline president says

Boeing (BA), with the recent contract win, continues to achieve success in the military helicopter market.

Boeing (BA) Secures $96.2M Contract for MH-47G Helicopter

Boeing's CEO and Board Chair are stepping down, signaling a significant change in leadership to assure stakeholders. BA investors need the confidence that Boeing is committed to its long-term future over short-term results. Despite near-term uncertainties, Boeing's order book and potential for recovery under new leadership should augur well.

Boeing Regains The Bullish Narrative With CEO Change

Corporate scandals have a tendency to refocus us all on questions of corporate culture and governance, and Boeing BA, -2.04% is no exception. David Calhoun is the latest of a spate of CEOs to step down in disgrace, his fall cushioned by the usual golden parachute.

Boeing is paralyzed, and this failing by its executives and directors is to blame

LOS ANGELES, CA / ACCESSWIRE / March 27, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against The Boeing Company ("Boeing" or "the Company") (NYSE:BA) for violations of 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company's securities between October 23, 2019 and January 24, 2024, inclusive (the "Class Period"), are encouraged to contact the firm before April 1, 2024.

APRIL 1 DEADLINE: The Schall Law Firm Encourages Investors in The Boeing Company with Losses of $100,000 to Contact the Firm

L3Harris

Northrop Grumman

Defense stocks consist of equities investors turn toward during economic or geopolitical tumult. While inflation may be under control and interest rates likely to come down later in the year, geopolitical conflicts continue proliferate.

3 Sorry Defense Stocks to Sell in March While You Still Can

Airbus SE

The plane maker needs to ramp up production. Its unfilled-order backlog reached 8,599 aircraft at the end of January, an industry record.

Airbus Has Its Own Issues. Can It Keep Its Lead Over Boeing?

Moody's Investors Service on Tuesday said it was considering downgrading Boeing's "Baa2" senior unsecured rating and "Prime-2" short-term ratings.

Moody's places Boeing ratings on review for downgrade

Dave Calhoun, the top executive at the embattled aerospace company, will leave with at least $24 million, according to an analysis of his portfolio.

Boeing CEO Dave Calhoun will walk away with at least $24M despite failed tenure — and possibly much more

Deutsche Lufthansa AG

JetBlue Airways

The years following the COVID-19 pandemic have seen a resurgence in travel demand, with global populations returning to air travel. While promising for many aviation companies, this rising trend could slow or reverse in the face of a global recession.

Emergency Landing: 3 Aviation Stocks to Sell on Global Recession Fears

Boeing CEO David Calhoun will leave the troubled aircraft maker at the end of the year, leaving a difficult turnaround job to his yet-to-be-named successor.

Boeing CEO Calhoun's exit leaves uphill task for successor

SEATTLE--(BUSINESS WIRE)--The Boeing Company violated federal labor law by retaliating against seven of its instructor pilots who had engaged in union activity, a federal administrative law judge ruled. “I find that Boeing was motivated by anti-union animus and was punishing its (Flight Training Airplane) pilots for their union activity in April 2020,” Judge Gerald M. Etchingham wrote in his order issued March 22 for the National Labor Relations Board (NLRB). “No other rational explanation exis.

SPEEA Wins Reinstatement for Seven Boeing Pilots in Labor Case

David Calhoun, CEO of The Boeing Company, is stepping down by the end of the year, signaling a major shakeup for the company. Calhoun's tenure as CEO was marked by criticism for his handling of Boeing's crises, including the 737 MAX crashes. The next CEO will need to prioritize safety and quality to rebuild trust with stakeholders and drive the company's recovery.

Boeing: CEO Resigns Amidst Crisis, The Transformation Starts Now

Boeing's problems in 2024 are causing Wall Street to lower price targets on the stock. The stock still has a value case, and the Wall Street consensus backs that argument.

Is Boeing Stock Going to $230? 1 Wall Street Analyst Thinks So.

Virgin Galactic

Boeing Co (NYSE:BA, ETR:BCO) has sued Richard Branson's Virgin Galactic over allegations that it refused to pay more than $25 million and mishandled trade secrets. The lawsuit was filed last week by Boeing and its Aurora Flight Sciences Boeing subsidiary, according to report by SpaceNews.

Virgin Galactic sued by Boeing and Aurora subsidiary over mothership contract

Boeing's next CEO must handle the company's safety crisis and quality problems as well as growing competition from Airbus and Chinese manufacturers.

'We need someone to fix Boeing.' Here's who could replace Calhoun as the troubled plane maker's CEO

Boeing stock is currently below declining 50- and 200-day moving averages and is showing very weak relative strength.

Boeing Stock May Struggle To Top 210; That's Scenario Of This Option Trade

Intel

NIKE

The Dow Jones Industrial Average is an index comprised of 30 blue-chip stocks. Taken together, the Dow is supposed to be representative of the U.S. economy.

3 Dow Stocks to Buy at a 52-Week Low in March

Caesars Entertainment

First Solar

Insulet

The S&P 500 hit a new high on Friday. Analysts at FactSet gave the highest performance estimates for health care and real estate sectors and for Boeing and First Solar stock.

These Stocks Are Expected To Lead S&P 500; No. 5 May Shock You

Boeing stock (NYSE: BA) has seen a decline of 10% from levels of $215 in early January 2021 to around $190 now, vs. an increase of about 40% for the S&P 500 over this roughly three-year period.

News for Boeing Stock (BA)