The Boeing Company (BA) – 737 inspection impacts timing of deliveries

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The Boeing Company (BA) (Q1FY23)

Introduction

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 four segments: Commercial Airplanes; Defense, Space & Security; Global Services; and Boeing Capital. The Commercial Airplanes segment develops, produces, and markets commercial jet aircraft for passenger and cargo requirements, as well as provides fleet support services.

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 Capital segment offers financing services and manages financing exposure for a portfolio of equipment under operating leases, sales-type/finance leases, notes and other receivables, assets held for sale or re-lease, and investments.

Highlights

Demand remains strong across all of Boeing’s product lines. The company booked 107 net airplane orders in Q1FY23. Boeing also announced major customer commitments earlier this year: Air India, 190 737 MAX, 20 787s, and 10 777Xs; and Riyadh Air, the newly established airline in Saudi Arabia and SAUDIA ordering up to 121 787 airplanes.

Stock Performance

Over the past 3 years, Boeing generated returns of 2% where the stock price surged from $205.43 in Jun 05, 2020 to $208.78 in Jun 05, 2023. The stock had a 200-Day Moving Average of $184.2 and a 50-Day Moving Average of $205.3.

In the past 1 year, Boeing generated returns of 64% where the stock price increased from $127 in Jun 10, 2022 to $208.78 in Jun 05, 2023.The stock had a 52 Week High of $221.33 and a 52 Week Low of $113.02.

Over the past 3 months, the stock price increased from $207.92 in Mar 07, 2023 to $208.78 in Jun 05, 2023.

Valuation

– Enterprise Value
– CrispIdea Forecast
– Economic Value Added Analysis
– P/E Analysis
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10 Year Historical Performance
– Ratio Analysis
– Du Pont Analysis
– ROIC & ROCE Analysis
– Segment Performance
– Key Metrics
– M&A Deals

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership

Stock Price Performance

Crispidea Coverage

No of Pages: 35

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