| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 20 | 71.3x | 17.6x | Bottom tier | |
Growth | 82 | 24.8% | 7.1% | Top tier | |
Quality | 21 | 7.1% | 4.5% | Bottom tier | |
Safety | 31 | 4.8x | 2.6x | Bottom tier | |
Capital Return | 48 | 0.22% | 2.15% | Around median | |
Momentum | 38 | 2.7% | 2.3% | Bottom tier | |
Sentiment | 62 | 17 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
The Boeing Company operates through three interconnected businesses: Commercial Airplanes BCA, Defense, Space & Security BDS, and Global Services BGS. Revenue is generated by delivering aircraft such as 737 and 787, executing defense programs such as KC-46A, T-7, and MQ-25, and providing aftermarket services, maintenance, and support to commercial and government customers. In Q2 fiscal 2026, BCA revenue of $11.8 billion represented approximately 48% of revenue, compared with $7.5 billion for BDS and approximately $5.3 billion for BGS.
Revenue in Q2 fiscal 2026 reached approximately $24.6 billion, up 8% year over year, while gross profit was $2.4 billion, equivalent to a gross margin of approximately 9.8%. Despite the consolidated operating margin rising to 0.6% and free cash flow improving to $631 million, EDGAR data recorded a net loss of $444 million and a loss per share of $0.67, while adjusted core loss per share was $0.76.
Earnings quality varied significantly across segments in Q2 fiscal 2026; BCA recorded a negative operating margin of 2.7%, and BDS recorded a negative margin of 0.2% after a $280 million loss on the VC-25B program, while BGS achieved a strong margin of 18.1%. On a trailing-twelve-month basis ending in 2026, the latest EDGAR data showed revenue of $94.0 billion, gross profit of $4.4 billion, and net income of $2.4 billion.
The analyst consensus for BA stock is rated Buy, with an average target of $274.29 and a range of $250 to $305. The average target exceeds the 52-week range high of $254.35 by approximately 7.8%, while the low end of the target range is approximately 1.7% below it, reflecting an assumption that the operational recovery will continue. By contrast, no comparable historical price-to-earnings ratio is available in the market data, and the enterprise value-to-EBITDA multiple of 31.1 times makes the valuation sensitive to any setback in deliveries, margins, or free cash flow.
Figures in the text are as of 2026-09-02; the live price is shown at the top of the page.
Revenue reached $24.6 billion, up 8% year over year, while gross profit was $2.4 billion. EDGAR data recorded a net loss of $444 million and a loss per share of $0.67, while adjusted core loss per share was $0.76. The company generated positive free cash flow of $631 million and a consolidated operating margin of 0.6%.
During Q2 fiscal 2026, Boeing delivered 129 737 aircraft and 25 787 aircraft as part of a total of 171 commercial aircraft. The company was increasing 737 production to 47 aircraft per month, and in July 2026 it began low-rate production on the Everett line to support the planned transition to 52 aircraft per month. 787 production stabilized at eight aircraft per month, but reaching ten aircraft remains linked to a recovery in GE engine deliveries and the completion of seat certifications.
The total backlog reached $715 billion in Q2 fiscal 2026. BCA accounted for $597 billion of it, including more than 6,200 aircraft, while BDS's backlog was approximately $85 billion and BGS's backlog was approximately $33 billion. This scale supports revenue visibility, but it only converts into cash and earnings when Boeing successfully produces, delivers, and executes the contracts.
Automated analysis for informational purposes only — not investment advice.
The $131.23 billion ceiling does not represent a fully funded order because F-15 Eagle Crest is an IDIQ contract. The financial commitment at award was only $343,740, and revenue is recognized as subsequent funded orders are issued. Nevertheless, the potential framework extends through 2037 and supports long-term visibility for production, modernization, and maintenance in Boeing's defense business.
SPEEA contracts expire at midnight on October 6, 2026, after approximately 90% of members voted to authorize a strike on August 30, 2026, threatening production continuity. The FAA also ordered inspections of more than 400 737 Max aircraft on August 7, 2026, while GE engine deliveries and 787 seat certifications continue to affect execution. Financially, the company carries $45.9 billion of debt and has a scheduled $700 million payment to the Department of Justice in Q3 fiscal 2026.
The average price target is $274.29, with a high target of $305 and a low target of $250, and the consensus rating is Buy. The average is approximately 7.8% above the 52-week range high of $254.35, indicating an expectation of improvement beyond the previous high of that range. This scenario requires execution of the plan to deliver 500 737 aircraft and between 90 and 100 787 aircraft in fiscal 2026, improved BCA and BDS margins, and free cash flow of between $1 billion and $3 billion.
