Boeing (BA)
NYSEIndustrialsAerospace & DefenseSnapshot 2026-10-29
$171.55-0.64%
Close 2026-10-30 · 1-day change
NYSEIndustrialsAerospace & DefenseSnapshot 2026-10-29
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 under pressure — Net income improves to at least $8 billion by end 2025: Comparison needs review.
View ThesisRevenue growth is accelerating — up about 18% over the past year.
View GrowthRanks in the weakest quality tier of its industry — roughly the bottom 30%, 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 recovery rests on stabilizing operations and raising 737 MAX production, with backlog supporting demand. Revenue growth slowed from 8% to 4% year over year, and the latest quarter missed. Boeing trades at 20× P/E versus a 29× peer median; expectations look modest versus our view. Production has not stabilized at 47 units monthly, and targets remain 52 and 57. Our model puts the next-quarter miss probability near 38%. Comparison needs review on the net-income pillar, so the alleged breach is unverified. Peer multiples imply a price about 30% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. BA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 30 analysts currently covering BA (as of Oct 2026).
Based on 11 Wall Street analysts offering 12-month price targets for BA in the last 4 months.
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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 2026-10-30. 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.
Threatens: Complete development and aircraft certification programs
MAX 10 approval advances certification, but Q3's reality check signals execution setbacks.
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 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $171.55
The last 12 months of price, then the range of analyst 12-month targets from today’s $171.55.
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: Increase production and deliver customer commitments
Record backlog highlights strong demand, but inability to build aircraft threatens delivery and production execution.
Threatens: Manage capital structure and focus on core business
Revenue and earnings miss raises concerns about execution and capital recovery.
Threatens: Stabilize operations and complete development programs
Delayed 737 rate shift weakens production recovery despite ambitious 2029 cash-flow target.
Stabilize operations and complete development programs
Earnings-call transcript may update recovery progress, but headline provides no specific results.
Threatens: Stabilize operations and complete development programs
Weak profitability in the core business threatens the pace of operational and financial recovery.
Threatens: Stabilize operations and complete development programs
Disappointing cash-flow outlook weighs on recovery, despite analysts seeing potential.
Threatens: Stabilize operations and complete development programs
Production delays and weaker cash-flow outlook threaten operational stabilization and recovery.
