Boeing (BA)
NYSEIndustrialsAerospace & DefenseSnapshot 2026-09-14
$209.69-0.28%
Close 2026-09-15 · 1-day change
NYSEIndustrialsAerospace & DefenseSnapshot 2026-09-14
Research Workspace
Put BA beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Aerospace & Defense is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Net income improves to at least $8 billion by end 2025: Q2 FY26 EPS -0.76 vs target $8B net income.
View ThesisRevenue growth is accelerating — up about 25% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 25%, softest on share dilution.
View QualityManagement screens weak on capital allocation, earnings delivery, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskBoeing's production ramp to 47 aircraft per month must continue to justify the price. Revenue grew 8% year over year, but the last quarter missed expectations. It trades at 1.8× price-to-sales versus a peer median of 3.3×. The market is pricing in more growth than forecasted, indicating expectations look full. A strike disrupting engineering support could break the thesis, leading to missed delivery targets. Peer multiples imply a price about 27% below where it trades. This read is provisional.
Trailing returns as of 2026-09-15. BA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 28 analysts currently covering BA (as of Sep 2026).
Based on 5 Wall Street analysts offering 12-month price targets for BA in the last 4 months.
Continue this research
Compare BA with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BA Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 4 valuation methods, at three horizons. As of 2026-09-14. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Aerospace & Defense — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put BA next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Stabilize operations and complete development programs
Significant contract addition supports operational stability.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
Current $209.69
The last 12 months of price, then the range of analyst 12-month targets from today’s $209.69.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Restore trust and progress in recovery
Operational issues threaten trust restoration efforts.
Threatens: Stabilize operations and complete development programs
Threat to operations could delay recovery progress.
Advances: Build on momentum with record backlog
Salvaging order supports backlog momentum.
Advances: Build on momentum with record backlog
Successful salvage enhances backlog and growth prospects.
Advances: Stabilize operations and complete development programs
Increased demand for KC-46 supports defense growth objective.
Advances: Build on momentum with record backlog
Contract enhances backlog and supports growth objectives.
Advances: Build on momentum with record backlog
Secures significant contract, enhancing backlog and growth potential.
