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The Boeing Company

NYSE•BA
CEO: Mr. Brian J. West
セクター: Industrials
業種: Aerospace & Defense
上場日: 1962-01-02
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 Commercial Airplanes; Defense, Space & Security; and Global Services segments. 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 Company was incorporated in 1916 and is based in Arlington, Virginia.
連絡先情報
929 Long Bridge Drive, Arlington, VA, 22202-4208, United States
703-465-3500
www.boeing.com
時価総額
$181.88B
PER (TTM)
83.3
43.5
配当利回り
--
52週高値
$254.35
52週安値
$176.77
52週レンジ
70%
順位48Top 64.4%
3.3
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.3 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q1 2026 データ

売上高

$22.22B+0.00%
直近4四半期の推移

EPS

-$0.11+0.00%
直近4四半期の推移

フリーCF

-$1.45B+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Revenue Jumps Significantly Total Revenues reached $89.5B in 2025, up $22.9B from 2024, driven by higher deliveries across all segments.
GAAP Operations Return Profitability GAAP Earnings from Operations were $4.281B in 2025, reversing the $10.707B loss reported in 2024.
BGS Divestiture Boosts Earnings BGS recorded a $9.566B gain from Digital Aviation Solutions Divestiture in Q4 2025, significantly impacting net earnings.
Backlog Grows Substantially Total Backlog increased to $682.207B by year-end 2025, reflecting strong new order intake, especially in BCA.

リスク要因

777X Program Faces Losses Incremental 777X reach-forward loss of $4.899B recorded in 2025 due to certification delays and production challenges.
Labor Instability Disrupts Production Strikes in 2024 (53 days) and 2025 (101 days) materially disrupted commercial aircraft production and financial position.
Fixed Price Contract Exposure Defense/BGS businesses rely on fixed-price contracts (60% of 2025 revenue), risking losses on cost overruns.
Pension Obligations Underfunded Pension plans were $4.3B underfunded on a GAAP basis as of December 31, 2025, impacting equity.

見通し

737 Rate Increase Planned Plans target increasing 737 production rate to 47 per month in 2026, pending concurrence from the FAA.
777-9 Delivery Target Set First 777-9 delivery is now anticipated in 2027 following reassessment of FAA certification timelines and production challenges.
Cybersecurity Risk Management Focus Cybersecurity strategy prioritizes detection, analysis, and response, integrating cyber practice into Enterprise Risk Management.
Capital Expenditures Expected Growth Expect capital expenditures to grow in 2026 compared to 2025 levels, supporting ongoing operational needs.

同業比較

売上高 (TTM)

BA stock ticker logoBA
$92.18B
+32.7%
RTX stock ticker logoRTX
$90.37B
+10.6%
LMT stock ticker logoLMT
$75.12B
+4.6%

粗利益率 (最新四半期)

UNP stock ticker logoUNP
45.2%
+54.2pp
HON stock ticker logoHON
38.7%
-0.8pp
ETN stock ticker logoETN
36.8%
-2.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
RTX$236.58B32.611.2%22.8%
BA$181.88B83.3-8719.2%28.6%
ETN$160.26B39.221.7%27.1%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-0.8%
横ばい
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年4月29日
|
EPS:-$0.35
|
売上高:$22.14B
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし