CHARGED ALPHA
Stock Detail
BA Industrials

Boeing Co.

Live stock metrics, chart context, a quarter-by-quarter YouTube archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Library coverage

Quarters tracked
1
YouTube quarters live
0
Latest video
Pending
YouTube available
No
Current price
$223.38
+4.70 (+2.15%)
Trailing / Forward P/E
90.07x
Forward: 51.08x
Market cap / Volume
Volume:
Revenue / Earnings Growth
57.1%
Earnings: 312.7%
Margins
-3.2% op
Gross: 4.8% · Net: 2.5%
Balance sheet
1.19x current
Debt / Equity: 1032.9
52-week range / Beta
$156.47 - $254.35
Beta: 1.13
Analyst target
$265.76
Upside: 19.0%
Cash / shareholder return
1.00% FCF yield
Dividend yield: —

Company context

Industry: Aerospace & Defense
Country: United States
Employees:
Price to book: 32.17x
Return on equity: 290.1%
The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide. The company operates through three segments: Commercial Airplanes; Defense, Space & Security; and Global Services. The Commercial Airplanes segment develops, produces, and markets commercial jet aircraft for passenger and cargo requirements. The Defense, Space & Security segment engages in the research, development, production, and modification of manned and unmanned military aircraft and weapons systems; strategic defense and intelligence systems, which include strategic missile and defense systems, command, control, communications, computers, intelligence, surveillance and reconnaissance, cyber and information solutions, and intelligence systems; and satellite systems, such as government and commercial satellites, and space exploration. The Global Services segment offers products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and data analytics and digital services to commercial and defense customers. The Boeing Company was incorporated in 1916 and is based in Arlington, Virginia.

Price chart

Market context for BA

Competitive view

BA vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Boeing Co.
BA
Latest video
YouTube link pending
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
RTX Corp.
RTX
YouTube
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
GE Aerospace
GE
YouTube
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
BA
$175.54B
Boeing Co.
RTX
$264.38B
RTX Corp.
GE
$320.80B
GE Aerospace
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
BA
90.1x
Boeing Co.
RTX
39.5x
RTX Corp.
GE
37.7x
GE Aerospace
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
BA
51.1x
Boeing Co.
RTX
26.1x
RTX Corp.
GE
35.3x
GE Aerospace
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
BA
57.1%
Boeing Co.
RTX
12.1%
RTX Corp.
GE
17.6%
GE Aerospace
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
BA
312.7%
Boeing Co.
RTX
8.3%
RTX Corp.
GE
37.4%
GE Aerospace
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
BA
-3.2%
Boeing Co.
RTX
11.0%
RTX Corp.
GE
19.6%
GE Aerospace
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
BA
4.8%
Boeing Co.
RTX
20.1%
RTX Corp.
GE
31.5%
GE Aerospace
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
BA
2.5%
Boeing Co.
RTX
7.6%
RTX Corp.
GE
19.0%
GE Aerospace
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
BA
290.1%
Boeing Co.
RTX
10.9%
RTX Corp.
GE
44.7%
GE Aerospace
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
BA
1.0%
Boeing Co.
RTX
2.4%
RTX Corp.
GE
1.6%
GE Aerospace
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
BA
1032.89x
Boeing Co.
RTX
59.51x
RTX Corp.
GE
114.07x
GE Aerospace
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
BA
1.19x
Boeing Co.
RTX
1.03x
RTX Corp.
GE
1.04x
GE Aerospace
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
BA
1.13
Boeing Co.
RTX
0.43
RTX Corp.
GE
1.43
GE Aerospace
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
BA
Boeing Co.
RTX
1.4%
RTX Corp.
GE
0.5%
GE Aerospace
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
BA
19.0%
Boeing Co.
RTX
10.0%
RTX Corp.
GE
15.3%
GE Aerospace

YouTube timeline

Quarterly archive for BA

Each row is one quarter. Only the YouTube link is shown here for now.

Q1 2026
Video pending
Pending link pending
Quarterly earnings-analysis entry for Boeing Co.. Use the YouTube link on the right to jump straight into that quarter's video when it is live.
No verified YouTube link yet