Seeking Alpha

BA
The Boeing Company - NYSE

4/24/2014, 10:37 PM ET
Quote & Analysis Breaking News StockTalk
ba chart
Today 5d 1m 3m 1y 5y 10y
52wk high:  
52wk low:  
EPS:  
PE (ttm):  
Div Rate:  
Yield:  
Market Cap:  
Volume:  
FOCUS  |  RELATED  |  TRANSCRIPTS  |  OTHER NEWS & PR
  • Boeing's Strength Is Undeniable: Look At The Supply Chain
    Brian Nelson Today, 6:27 AM 3 Comments

    Summary

    • Boeing's backlog continues to turn heads.
    • The aerospace giant has improved cash flow.
    • We like Boeing, but prefer a nice gem in the aerospace supply chain.
  • Strong Quarter Makes Boeing Worth A Closer Look
    Seeking Profits Yesterday, 11:37 AM

    Summary

    • Boeing reported strong results, easily beating earnings estimates thanks to strong revenue growth and margin expansion.
    • The defense unit suffered a year over year decline but the pivot to Asia and a budget deal should help this unit stabilize next year.
    • Commercial aviation reported strong growth thanks to the 787 and is successfully ramping production.
    • The backlog stands at $440 billion, which will propel years of revenue growth.
    • Boeing's fair value is roughly 20x earnings or $144-$148.
  • Boeing Earnings Preview: Multi-Year, Secular Airplane Cycle Intact
    Brian Gilmartin Mon, Apr. 21

    Summary

    • Company is in the sweet spot of the cycle.
    • Free-cash-flow generation improving, a key metric.
    • Recent dividend and share repo increase a shareholder plus.
  • India's AEW Tender: Boeing's Next Battleground
    Confero Tue, Apr. 15 10 Comments

    Summary

    • India wants to buy 6 AEW&C aircraft for its Air Force.
    • Boeing currently dominates this market segment.
    • Airbus Group wants to enter this market segment too.
    • AEW aircraft have a 30+ year life span, generate a lot of revenue and are cash cows.
  • Can Boeing Withstand The Turbulence?
    Wealth Concepts Tue, Apr. 8 8 Comments

    Summary

    • Boeing's total assets and earnings growth remain positive.
    • FCF stability will allow Boeing to increase dividends and buyback shares.
    • Pension obligations will be slowly decreasing for the company over the next 5 years.
  • Boeing: Price Target Of $390 According To The Gordon Growth Model
    Buy and Hold Falcon Mon, Apr. 7 21 Comments

    Summary

    • According to the Gordon Growth Model, Boeing's intrinsic value is $390.
    • It is anticipated that Boeing's (BA) high ROE will contribute to a high sustainable growth rate in the coming years, and hence higher dividend payments.
    • High growth rates are assumed in the analysis, and results yielded should be regarded as a "best-case scenario".
  • Boeing Is Flying High
    Alpha Strategist Thu, Apr. 3 4 Comments

    Summary

    • Economists at BA forecast the demand for airplanes to be over 35,000 airplanes between 2013 and 2032 and this demand would fuel Boeing’s growth.
    • Competition is expected to grow from new air craft manufacturers namely Russian United Aircraft Corporation, Commercial Aircraft Corporation of China, Canadian aircraft manufacturer Bombardier and Brazilian manufacturer Embraer.
    • BA produced a 230% return and a superior than industry dividend yield in the last five years. BA is in a good position to keep rewarding its shareholders.
  • Boeing Is A Safe Bet For Many Years To Come
    Balanced Investing Wed, Apr. 2 9 Comments

    Summary

    • Boeing achieved record revenue levels with backlogs reaching $441 billion. Defense and commercial segments both showed improvement. Lower R&D finally helped EPS rise 17%.
    • The backlogs translate into 5 years of future revenue. Further progression of fuel efficient plane models and project completion in the defense unit will ensure these backlogs continue rising.
    • The present depressed price provides a good entry point for new investors to enjoy future price gains.
  • Boeing: Is The Dow's YTD Laggard Worth Considering As A Long-Term Buy?
    Stan Stafford Tue, Apr. 1 7 Comments

    Summary

    • Three months into the year, Boeing has been the worst-performing DOW stock, down 8.06% on the year.
    • Boeing has seen substantial revenue, profit and earnings growth over the past five years.
    • Boeing's future looks bright, with strong confidence from management shown through a recent dividend increase and a large share repurchase plan.
  • Boeing Is Worth Buying At Current Price Levels
    Investing Insight Thu, Mar. 27 7 Comments

    Summary

    • Future demand for air passengers remains strong and this leads to increased production of airplanes. This will help Boeing strengthen its financial position.
    • Boeing 777X was launched in November 2013 and I believe that this plane will be a growth driver for the company in the coming years.
    • Revenues and earnings are set to grow as the company’s projected revenues for 2014 range from $87.5 to $90.5 billion with commercial deliveries between 715 and 725.
  • Boeing Stock Will Fly Higher For Decades
    The Growth Investor Thu, Mar. 20 46 Comments

    Summary

    • Boeing's recent pullback is a great buying opportunity. The long-term global growth for commercial aircraft will require more than 35K new airplanes by 2032, valued at $4.8 trillion.
    • EPS growth increased 20% in 2013, and new production ramp-up and development programs are on track to propel future EPS growth.
    • Stock price will fly to $167 in the next 12 months, and higher with strong future growth.
    • Backlog has grown to a record $441 billion, including $135 billion of net orders during 2013.
    • The company is expanding shareholder value with a recent 50% dividend increase and a new $10 billion repurchase authorization - the largest in Boeing's history.
  • What A Big Airbus Order From China May Mean For Boeing
    Confero Wed, Mar. 19 17 Comments

    Summary

    • The Chinese president will visit France and Germany next week.
    • During this visit an order for 150 Airbus aircraft worth $20B could be announced.
    • If this happens the order and the details should be analyzed thoroughly by Boeing.
    • Strategically China seems to favor Airbus over Boeing.
  • Mad Money Recommends Boeing: So Is It Time To Sell?
    Tom Shaughnessy Mon, Mar. 17 35 Comments

    Summary

    • Jim Cramer's buy is an excellent contrarian indicator.
    • Boeing has several considerations with regard to the 777 and 787 that investors should be aware of.
    • Technically shares are on a downtrend, wait to buy for the long term at a cheaper price.
  • Boeing Plans 'Business Optimization' For The Military Aircraft Division
    Confero Thu, Mar. 13 7 Comments

    Summary

    • Boeing plans "business optimization" for new business and existing contracts.
    • Pegasus tanker aircraft program has budget issues in the US and limited export possibilities.
    • Existing contracts are squeezed or canceled by budget cuts.
    • Sequestration is Boeing's greatest risk.
  • Will Dreamliner Hairline Cracks Cost Boeing First Place? Probably Not, But It Cannot Afford Delays
    Confero Mon, Mar. 10 9 Comments

    Summary

    • Hairline cracks have been found in Boeing Dreamliner wings.
    • Boeing doesn't have room for delays, as Airbus is speeding up production.
    • Delays may cost Boeing the first price and have a major impact on future results.
  • Global Growth Will Propel Boeing 14% Higher
    Alexander Daly Sun, Mar. 9 14 Comments

    Summary

    • The Boeing Company (BA) is geared to profit from a series of macroeconomic growth drivers that will propel shares 14% higher.
    • Financial strength will allow Boeing to leverage product breadth, and a significant global presence, into growth and increased profitability.
    • As low-cost carriers expand across emerging markets in order to reach a broadening middle class, Boeing is poised to meet the burgeoning demand.
    • Discounting future cash flows suggests that shares of Boeing are fairly valued at $147.
  • Boeing: Is The 777X The Right Plane At The Right Time?
    Dhierin Bechai Fri, Mar. 7 5 Comments

    Summary

    • The Boeing 777X is already a commercial success.
    • Slowdown on development of the 777X leaves Boeing with a two-year gap.
    • Due to increased demand until 2030, orders are expected to grow even faster.
  • Russia: Near-Term Pain, Long-Term Gain For Boeing
    Seeking Profits Thu, Mar. 6 4 Comments

    Summary

    • Russian involvement in Ukraine has raised the possibility of international sanctions.
    • Sanctions could threaten Boeing's supply chain and investment in a Russian joint venture.
    • Increased tensions will limit the cuts to the U.S. defense budget.
    • While sanctions would cause near-term problems, tensions will help defense revenue.
    • Sanctions are unlikely, and investors should buy on weakness.
BA vs. ETF Alternatives
Company Description

Boeing Co designs, develops, manufactures, sells and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems and services.