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The Boeing Company

NYSE•BA
執行長: Mr. Brian J. West
板塊: Industrials
行業: Aerospace & Defense
上市日期: 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.
聯絡資訊
929 Long Bridge Drive, Arlington, VA, 22202-4208, United States
703-465-3500
www.boeing.com
市值
$178.52B
本益比 (TTM)
78.1
48.1
股息率
--
52周最高
$254.35
52周最低
$128.88
52周範圍
78%
排名48Top 64.4%
3.3
F-Score
改良版 Piotroski 分析
基於 10 年期基本面
疲弱 • 3.3 / 9 分
評分區間 (0-9)
8-9: 價值優異
6-7: 基本面強勁
4-5: 整體穩健
0-3: 表現疲弱
資料區間: 2016-2025

財務儀表板

Q4 2025 數據

營業收入

$23.95B+57.11%
近4季度走勢

每股收益

$10.59-294.31%
近4季度走勢

自由現金流

-$1.18B-71.11%
近4季度走勢

2025 Annual 財報亮點

核心亮點

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.

關注風險

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.

未來展望

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.

同行對比

營業收入 (TTM)

BA stock ticker logoBA
$89.46B
+34.5%
RTX stock ticker logoRTX
$88.60B
+9.7%
LMT stock ticker logoLMT
$75.06B
+5.7%

毛利率 (最新季度)

UNP stock ticker logoUNP
44.9%
+54.2pp
ETN stock ticker logoETN
36.8%
-2.1pp
HON stock ticker logoHON
35.6%
-0.8pp

關鍵指標

股票代碼
市值
本益比 (TTM)
股東權益報酬率 (TTM)
負債率
RTX$280.30B41.710.6%23.1%
BA$178.52B78.1-94.9%32.2%
UNP$158.26B22.141.9%45.6%

長期趨勢

近4季度
營業收入
淨利
營運現金流
4季度營業收入複合增長率
7.1%
穩定增長
4季度淨利複合增長率
N/M
盈利狀態轉變
現金流穩定性
75%
現金流波動較大

深度研究

下次財報:2026年4月21日
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