Wednesday, April 24, 2024


Boeing (BA)$164.34

DATA & ARCHIVE DOWNLOAD CENTER

BA: EXPORT DATA TO EXCEL:

+ PRICE VOLUME - 5-YEAR HISTORY

+ FINANCIALS - 10-YEAR HISTORY [INCLUDING FY 2023]:

+ SHAREHOLDERS - COMPLETE LIST OF 2302 INSTITUTIONS

+ PEER COMPARISON

+ PATENTS - CATEGORISED LIST OF 5-YEAR HISTORY OF 6512 :

BA: OTHER INFORMATION:

+ NEWS ARCHIVES - BA PAST 4 YEARS:

+ STOCK BUZZ

+ PRICE VOLUME CHARTS

+ SEC FILINGS

+ NOTES to ACCOUNTS

Index (Click on tabs to view details)

Corporate Profile and Independent Ratings

Activities

The Boeing Company (Boeing) is involved in the design, development, manufacture, sale and support of commercial jetliners, military aircraft, satellites, missile defense, human space flight, and launch systems and services. The Company operates in five principal segments: Commercial Airplanes, Boeing Military Aircraft (BMA), Network and Space Systems (N&SS), Global Services and Support (GS&S) and Boeing Capital Corporation (BCC). BMA, N&SS and GS&S comprise the Company's Integrated Defense Systems (IDS) business. The Other segment classification principally includes the activities of Engineering, Operations and Technology (EO&T), an advanced research and development organization focused on technologies, processes and the creation of new products. In December 2008, Boeing announced that it has completed its acquisition of Federated Software Group, whose engineering services and software system help track and distribute equipment and personnel for the United States Department of Defense. It is the NYSE's 2nd largest Aerospace company by market capitalisation.


Independent Ratings and Relative Value Indicators

+    Clarivate 100:
The Boeing Company is ranked in the Top 100 innovators by Clarivate Analytics.
+    Just Capital:
It was ranked 447 in the Just Capital annual list of top 100 ESG stocks for 2022; it was ranked 8 in the Aerospace & Defense sector.
+    Fortune 500:
It is a new entrant in the Fortune list of Top 500 Global companies by Revenues in 2022, ranked 60.
+    Industryweek 1000:
It is a new entrant in the Industry Week list of the world's largest 1000 manufacturers by Revenues in 2016, ranked 29.
+    Newsweek 500:
It was ranked 65 by Newsweek and Corporate Knights Capital in the World's 500 Greenest Companies 2016. It had outstanding scores of 11.5% in Water productivity, 9.9% in Waste productivity and 8.2% in Carbon productivity.
+    PwC 100:
It is a new entrant in PwC's list of Top 100 Global companies; ranked 73rd by MCap as at March 31, 2015.


Contact Details

Websitehttp://www.boeing.com
Physical Address100 North Riverside Plaza,Chicago,IL,60606-1596
Phone+1 312 544-2000
Fax5442082
Emailcharles.n.bickers@boeing.com



U.S. Industry & Sector [of 311 stocks]

Classification LevelName of Sector
Business SectorIndustrial Goods
Industry GroupAerospace & Defense
IndustryAerospace & Defense
Economic SectorIndustrials



North American Industry Classification System [NAICS]

Code: 336411
Industry Title: Aircraft Manufacturing


Financials FY 2023

Financials, FY 2023 [year-ended 31 December 2023 ]

Boeing Revenue up 17%
Release Date: February 07, 2024
Boeing (NYSE:BA) reported total revenue for the year-ended 31 December 2023 [FY2023] of $77.8b, up 17% from $66.6b in the previous year [FY2022].


Annual growth in Revenue

Year-ended31 December [FY/2023]31 December [FY/2022]
Revenue, $ Billion77.866.6
Growth in Revenue %16.86.9
Net Profit, $ Billion-2.2-4.9
EPS, $-3.67-8.3


Major changes compared with previous year (FY2023 vs FY2022):
Favourable Changes:
- Sales revenue up 16.8% from $66.6b to $77.8b
- Total revenue to total assets up from 0.5 to 0.6
- Cost of Goods Sold to Sales down from 94.7% to 90.1%
Unfavourable Changes:
- Loss of $2.2b
- EBIT Margin of -2.6%
- Administration expenses to Sales up from 6.3% to 6.6%
- Current ratio down 6.6% from 1.2 to 1.1
- Working capital to total assets down from 14.2% to 9.8%

Year-on-year comparison of Performance Ratios [FY2023 vs FY2022]
December 31FY2023FY2022Change (%)
Return on Assets (%)(1.6)(3.7)Improved 56.8
Common Size Ratios by Assets %
Current Debtors to Total Assets 8.1 8.2 Down 1.8
Long-term investments to Total Assets 0.8 0.7 Up 11.6



Top Management and Board of Directors

Top Management

Top Management [Fourteen top executives with tenure > 15 yrs]
NameDesignationSince Appointment
David L. CalhounChief Executive Officer, President, Director15 Yrs, 3 Mos
Steven M. MollenkopfIndependent Chairman-
Brian J. WestChief Financial Officer, Executive Vice President-
Stephanie F. PopeChief Operating Officer, Executive Vice President, Chief Executive Officer of Commercial Airplanes-
David R. WhitehouseSenior Vice President, Treasurer-
Michael J. ClearySenior Vice President, Controller-
Elizabeth H. LundSenior Vice President-
Carol J. HibbardSenior Vice President, Controller-
Bertrand-Marc AllenSenior Vice President, Chief Strategy Officer-
William A. AmpofoVice President, Chair - Supply chain Operations Council-
John C. DemersVice President, Corporate Secretary, Assistant General Counsel-
Brett C. GerryChief Legal Officer, Executive Vice President - Global Compliance-
Susan DonizChief Information Officer, Senior Vice President - Information Technology and Data Analytics-
Uma AmuluruChief Compliance Officer, Vice President of Global Compliance-



Board Of Directors

Board Of Directors [Four directors with tenure > 5 yrs]
NameDesignationSince Appointment
Ronald A. WilliamsDirector13 Yrs, 4 Mos
Lynn GoodDirector8 Yrs, 8 Mos
John M. RichardsonIndependent Director5 Yrs, 3 Mos
Robert A. BradwayIndependent Director8 Yrs, 3 Mos


Board Of Directors [Five directors with tenure < 5 yrs]
NameDesignationSince Appointment
Stayce D. HarrisDirector3 Yrs, 3 Mos
Gitlin David L.Director2 Yrs, 3 Mos
Akhil JohriDirector4 Yrs, 3 Mos
David L. JoyceDirector3 Yrs, 3 Mos
Lynne M. DoughtieIndependent Director3 Yrs, 3 Mos



Profiles of Top Management

David L. Calhoun
CEO & President & Director
Boeing director since: 2009
Professional highlights:
President and CEO, The Boeing Company (2020-present) Senior Managing Director and Head of Private Equity Portfolio Operations, The Blackstone Group (2014-2020) Chairman and CEO, Nielsen Holdings plc. (Chairman 2014-2016; CEO 2010-2014) Chairman and CEO, The Nielsen Company B.V. (2006-2014) Vice Chairman, General Electric Company; President and CEO, GE Infrastructure (2005-2006) President and CEO, GE Transportation (aircraft engines and rail) (2003-2005) President and CEO, GE Aircraft Engines (2000-2003)
Independent: No
Other current public company directorships:
Caterpillar Inc.
Mr. Calhoun brings a diverse skill set to the Board, including deep and long-standing aviation industry experience as Boeing's President and Chief Executive Officer, former Boeing Chair of the Board and independent Lead Director, and a multi-year tenure as the leader of GE's transportation and aircraft engines businesses. He also brings experience leading businesses through periods of change, having led Nielsen's transformation into a leading global information and measurement company. In addition, Mr. Calhoun brings to Boeing strong leadership and valuable insight and perspective on a wide array of strategic and business matters, stemming from his vast executive, management and operational experience at Blackstone, as well as at Nielsen and GE. Mr. Calhoun's significant global aerospace, manufacturing and high-technology industry expertise, as well as leadership experience on the boards of Caterpillar and Gates Industrial Corporation, position him well to serve on the Board and lead Boeing as President and Chief Executive Officer.
Source: Company Website

Shareholder Value:
Creation of shareholder value in Boeing:
Year of appointment: 2009
In the last 10 years the average annualized return to shareholders was 4.5%. The present value of $1,000 (PV1000) invested 10 years ago is now $1,553, a gain of $360 and dividend reinvested of $193.


Steven M. Mollenkopf
Independent Chairman
Boeing director since: 2020
Professional highlights:
Special Advisor, Qualcomm Incorporated (2021-present) CEO, Qualcomm Incorporated (2014-2021) CEO-elect and President, Qualcomm Incorporated (2013-2014) President and COO, Qualcomm Incorporated (2011-2013)
Independent: Yes
Other current public company directorships: None
Mr. Mollenkopf's experience as the Chief Executive Officer and Chief Operating Officer of Qualcomm, an engineering-driven, high-technology manufacturing company, enables him to bring critical insights to the Board in areas such as engineering leadership, risk management, leading a complex business with a global reach and oversight of large-scale efforts to develop and test new technologies. A long-time engineer who started with Qualcomm over 25 years ago, Mr. Mollenkopf also possesses expertise and direct leadership experience in precision engineering, project management, manufacturing, quality control and designing testing regimes for complex systems. Mr. Mollenkopf is a published IEEE (Institute of Electrical and Electronics Engineers) author and an inventor on 38 patents in areas such as power estimation and measurement, multi-standard transmitters and wireless communication transceiver technology. He holds a bachelor's degree in electrical engineering from Virginia Tech and a master's degree in electrical engineering from the University of Michigan.
Mr. Mollenkopf is a member of the Compensation Committee, the Governance & Public Policy Committee, and the Special Programs Committee.
Source: Company Website

Brett C. Gerry
Chief Legal Officer
Brett C. Gerry was named general counsel in May 2019. As head of the Boeing Law Department, Gerry manages a global team of attorneys and paralegals, and serves as the company's principal legal advisor. He is a member of the company's Executive Council, reporting to the president and CEO.
Prior to his current role, Gerry served for three years as president of Boeing Japan, based in Tokyo. He was responsible for the development and implementation of the Boeing strategy in Japan, expanding the company's local presence, identifying new business and partnership opportunities, and leading government affairs and corporate citizenship programs.
Since joining the company in 2008, Gerry served in senior positions in the Law Department, including as vice president and general counsel for Boeing Commercial Airplanes and prior to that as chief counsel to Boeing's network and space systems businesses.
Gerry came to Boeing following several senior positions in the U.S. Department of Justice and the White House. His service at the Department of Justice included roles as chief of staff to U.S. Attorney General Michael Mukasey, acting assistant attorney general supervising the department's Office of Legal Policy, and a member of the leadership team that launched the department's National Security Division, where he served as deputy assistant attorney general.
Before that, Gerry was an associate counsel to the president of the United States, in which capacity he worked on national security and intelligence matters. He also worked in private practice at Boston-based Goodwin Procter LLP, and was a law clerk both at the U.S. Court of Appeals for the D.C. Circuit and the U.S. Supreme Court.
Gerry earned a bachelor's degree in political science and economics from Colgate University, an M.A. in political science from Yale University and a J.D. from Yale Law School. He has served as an adjunct professor of law at Georgetown University and the University of Washington School of Law; member of the board of directors of the Alliance for Education in Seattle; and chair of the industry advisory board for the University of Washington Law School's Global Business Law initiative.


Profiles of Board of Directors

Ronald A. Williams
Director
Former Chairman &
CEO, Aetna
Director since: 2010
Age: 71
Biography
Mr. Williams has served as Chairman and Chief Executive Officer of RW2 Enterprises, LLC (consulting) since May 2011. Mr. Williams served as Chairman of Aetna Inc. (managed care and health insurance) from October 2006 to April 2011, having previously served as Chief Executive Officer from February 2006 to November 2010, President from May 2002 to July 2007 and Executive Vice President and Chief of Health Operations from March 2001 to May 2002. Following his retirement in April 2011, he provided consulting services to Aetna until February 2012. Mr. Williams also serves on the boards of American Express Company, Envision Healthcare Holdings, Inc. and Johnson & Johnson.
Skills and Experience
Mr. Williams brings to our Board significant strategic, leadership, operations and management experience from his tenure at Aetna, including as Chairman and Chief Executive Officer. With more than 25 years of experience in the health care industry, Mr. Williams provides valuable insight into health insurance and employee benefits best practices, as well as the many related areas associated with managing the requirements of companies in industries with large numbers of employees in U.S. and non-U.S. locations. In addition, his service as chairman of the audit and risk committee of American Express has enhanced his expertise in the areas of financial reporting, internal controls and risk management for large, global companies. Mr. Williams also brings corporate governance expertise gained from his service on the boards of other Fortune 100 companies.

Shareholder Value:
Creation of shareholder value in Boeing:
Date of appointment: December 02, 2010
In the last 10 years the average annualized return to shareholders was 4.5%. The present value of $1,000 (PV1000) invested 10 years ago is now $1,553, a gain of $360 and dividend reinvested of $193.


David L. Joyce
Director
Boeing director since: 2021
Professional highlights:
Non-Executive Chair, GE Aviation (2020) President and CEO, GE Aviation (2008-2020) Vice Chair, General Electric Company (2016-2020)
Independent: Yes
Other current public company directorships: None
Mr. Joyce brings to the Board vast aerospace, engineering and manufacturing expertise, as well as a demonstrated track record of safety leadership and operational excellence. He developed his in-depth knowledge of the challenges and opportunities facing the aerospace industry at General Electric Company. Mr. Joyce has 40 years of experience at GE Aviation including 12 years of service as President and CEO and four years as Vice Chairman of GE. He began his career at GE as a product engineer spending more than a decade designing and building both military and commercial engines. Mr. Joyce is recognized for his proficiency in product development, product management, and product support founded on an industry-leading safety management system, and focused on the military and airline customers. Mr. Joyce is a member of the National Academy of Engineering and earned both bachelor of science and master's degrees in mechanical engineering from Michigan State University and a master's degree in business finance from Xavier University.
Mr. Joyce is Chair of the Aerospace Safety Committee and a member of the Compensation Committee and the Special Programs Committee.
Source: Company Website

Akhil Johri
Director
Boeing director since: 2020
Professional highlights:
Operating Advisor, Clayton, Dubilier & Rice (2021-Present) Special Advisor to the Chairman and CEO, United Technologies Corporation (2019-2020) Executive Vice President and CFO, United Technologies Corporation (2015-2019) CFO, Pall Corporation (2013-2014) Vice President, Finance and CFO, UTC Propulsion and Aerospace Systems, United Technologies Corporation (2011-2013) Vice President, Financial Planning and Investor Relations, United Technologies Corporation (2009-2011)
Independent: Yes
Other current public company directorships:
Cardinal Health Inc. Mr. Johri brings to the Board extensive aerospace industry expertise from his more than 30 years at United Technologies, as well as critical skills developed while serving as Chief Financial Officer at multiple Fortune 500 companies. These skills enable Mr. Johri to provide critical insights to the Board in areas as diverse as financial strategy, strategic operations, the dynamics of managing a complex, global supply chain, articulating corporate strategy to investors and other stakeholders and mitigating risks associated with the development of new products and services at a large industrial manufacturer. Mr. Johri also brings to the Board unique insights relating to his senior leadership experience at United Technologies, a major supplier to aerospace companies like Boeing. In addition, as an independent director and audit committee member at Cardinal Health, Mr. Johri brings to the Board experience in risk oversight and corporate governance of a large company in a highly regulated industry. In recognition of Mr. Johri's extensive experience in corporate finance and strategic matters, the Board elected him to serve as Chair of the Audit Committee. Mr. Johri is a graduate of the Indian Institute of Management, Ahmedabad, and is a Chartered Accountant.
Mr. Johri is Chair of the Audit Committee and a member of the Finance Committee.
Source: Company Website

Gitlin David L.
Director
Professional highlights:
Chairman and CEO, Carrier Global Corporation (2021-present) President and CEO, Carrier Global Corporation (2020-2021) President and CEO of Carrier, United Technologies Corporation (2019-2020) President and COO of Collins Aerospace Systems, United Technologies Corporation (2018-2019) President of UTC Aerospace Systems, United Technologies Corporation (2015-2018)
Independent: Yes
Other current public company directorships:
Carrier Global Corporation Mr. Gitlin is a member of the Aerospace Safety Committee and the Finance Committee.

Lynn Good
Director
Ms. Good has served as Chairman since January 2016 and as President and Chief Executive Officer of Duke Energy Corporation (electrical utility) since July 2013. Her prior experience at Duke Energy includes service as Vice Chairman from July 2013 to January 2016 and as Executive Vice President and Chief Financial Officer from July 2009 to June 2013.
Ms. Good is a member of the Audit Committee and the Finance Committee.
Source: Company Website

Stayce D. Harris
Director
Boeing director since: 2021
Professional highlights:
Inspector General, U.S. Air Force (2017-2019) Assistant Vice Chief of Staff and Director Air Staff, U.S. Air Force (2016-2017) Commander, 22nd Air Force (2014-2016) 747 Pilot, United Airlines (1990-2020 with military leave of absence 2014-2019) Senior Strategist/Air Force Reserve Advisor to Commander, Air Mobility Command and 18th Air Force (2012-2014) Senior Strategist/Air Force Reserve Advisor to Commander, U.S. Africa Command on Reserve Matters (2010-2012)
Independent: Yes
Other current public company directorships:
BlackRock Fixed-Income Mutual Fund Board Lieutenant General Harris brings extensive aerospace and aviation experience to the Board. General Harris is an experienced Boeing 747 pilot, with over 10,000 flight hours safely transporting passengers and cargo worldwide for United Airlines before her retirement in 2020. Her extensive experience as a pilot, together with her deep knowledge of safety protocols and flight procedures, adds to the Board's expertise in aviation safety and provides hands-on familiarity with pilots' and crew interaction with complex aerospace systems, including in particular Boeing aircraft. Before retiring from the Air Force in 2019, General Harris was a United States Air Force Reserve Lieutenant General, serving in several senior roles, including most recently as Inspector General of the Air Force and, before that, the Assistant Vice Chief of Staff of the Air Force. Harris was the first African American woman to command an Air Force operational flying squadron, wing and numbered Air Force. General Harris' military and aviation expertise, extensive leadership experience, and demonstrated record of leading teams with honor and integrity as paramount values all bring significant value to the Board. General Harris's prior experiences also bring to the Board an extensive background and expertise in military, audit and cybersecurity matters. General Harris earned a Bachelor of Science degree in industrial and systems engineering from the University of Southern California and a Master of Aviation Management degree from Embry-Riddle Aeronautical University.
General Harris is a member of the Aerospace Safety Committee, the Audit Committee, and the Special Programs Committee.
Source: Company Website

Robert A. Bradway
Independent Director
Boeing director since: 2016
Professional highlights:
Chairman and CEO, Amgen Inc. (Chairman 2013-present; CEO 2012-present) President and COO, Amgen Inc. (2010-2012) Executive Vice President and CFO, Amgen Inc. (2007-2010)
Independent: Yes
Other current public company directorships:
Amgen Inc. Mr. Bradway brings to the Board critical skills in the areas of high technology, product development, financial oversight, product safety, and risk management. His experience as a senior executive in the biotechnology industry, including as Chief Executive Officer, Chief Operating Officer, and Chief Financial Officer of Amgen, provides him with an extensive understanding of the strategic considerations and challenges associated with meeting the requirements of numerous safety and regulatory compliance regimes around the world. In addition, he previously served as a director of Norfolk Southern Corporation, one of the nation's largest railroad transportation companies, where virtually every aspect of operations is heavily regulated and subject to strict safety-related oversight. In recognition of Mr. Bradway's experience in corporate finance, risk management, and executive leadership, the Board elected him to serve as Chair of the Finance Committee.
Mr. Bradway is Chair of the Finance Committee and a member of the Governance & Public Policy Committee.
Source: Company Website

John M. Richardson
Independent Director
31st Chief of Naval Operations, U.S. Navy; Former Director of the Naval Nuclear Propulsion Program, U.S. Navy. Admiral Richardson served as the 31st Chief of Naval Operations, U.S. Navy from September 2015 to August 2019. Prior to his service as Chief of Naval Operations, he served as the Director of the Naval Nuclear Propulsion Program, U.S. Navy from November 2012 to August 2015. While serving as Director of Naval Nuclear Propulsion (itself a joint Department of Energy and Department of Navy organization), Admiral Richardson was responsible for the safe and effective operation of more than 90 reactors during their full life-cycle, operating around the world on nuclear-powered warships and at several land-based facilities. Operationally, he served in four nuclear submarines, including commanding the submarine USS Honolulu. In addition, Admiral Richardson evaluated and taught prospective submarine commanding officers, who would be responsible for the lives of their shipmates in extreme environments. His 37-year career with the U.S. Navy also included service in the attack submarine division on the Chief of Naval Operations staff, as naval aide to the President of the United States and as Director of Strategy and Policy at U.S. Joint Forces Command. He also serves on the board of Exelon Corporation. He earned a bachelor of science degree in physics from the U.S. Naval Academy, a master's degree in electrical engineering from the Massachusetts Institute of Technology and Woods Hole Oceanographic Institution and a master's degree in National Security Strategy from the National War College.
Admiral Richardson is Chair of the Special Programs Committee and a member of the Aerospace Safety Committee and the Finance Committee.

Lynne M. Doughtie
Independent Director
Ms. Doughtie brings insights and expertise from her extensive experience in the accounting profession and executive experience leading a Big Four public accounting firm. She began her career in KPMG's audit practice in 1985 and held various national, regional, and global leadership roles, including lead partner for several of KPMG's major clients. Ms. Doughtie has had significant exposure to issues facing complex, global companies and has expertise in risk management, internal controls, culture change and regulatory compliance. Ms. Doughtie also previously served on the boards of Catalyst, Inc. and Chief Executives for Corporate Purpose and has been recognized for her leadership in inclusion and diversity and values leadership. Ms. Doughtie's financial expertise, executive leadership experience, risk management and regulatory skills, and experience driving culture change bring significant value to the Board.
Ms. Doughtie is a member of the Audit Committee and the Finance Committee.


Insider Ownership and Buying in the Past 10 Years

Shares Held by Insiders as on Apr 24, 2024 (Value computed at price $164.34)

NameShares HeldValue, $
David L. Calhoun221,90336,467,539
Brett C. Gerry45,2787,440,987
Ronald A. Williams26,2234,309,488
Lynn Good13,2122,171,260
Robert A. Bradway12,1131,990,650
Akhil Johri7,5581,242,082
Steven M. Mollenkopf7,5011,232,714
David L. Joyce5,525907,978
Stayce D. Harris5,130843,064
John M. Richardson4,781785,710
Gitlin David L.3,743615,125
Lynne M. Doughtie3,513577,326
Total356,48058,583,923


David L. Calhoun now has a beneficial interest in 221,903 Boeing shares worth $36.5 million.

Brett C. Gerry now has a beneficial interest in 45,278 Boeing shares worth $7.4 million.

Ronald A. Williams now has a beneficial interest in 26,223 Boeing shares worth $4.3 million.

Lynn Good now has a beneficial interest in 13,212 Boeing shares worth $2.2 million.

Robert A. Bradway now has a beneficial interest in 12,113 Boeing shares worth $2 million.

Akhil Johri now has a beneficial interest in 7,558 Boeing shares worth $1.2 million.

Steven M. Mollenkopf now has a beneficial interest in 7,501 Boeing shares worth $1.2 million.

David L. Joyce now has a beneficial interest in 5,525 Boeing shares worth $907,978.

Stayce D. Harris now has a beneficial interest in 5,130 Boeing shares worth $843,064.

John M. Richardson now has a beneficial interest in 4,781 Boeing shares worth $785,710.

Gitlin David L. now has a beneficial interest in 3,743 Boeing shares worth $615,125.

Lynne M. Doughtie now has a beneficial interest in 3,513 Boeing shares worth $577,326.


Insider buying Summary in the past 12 months

NameNo. of SharesPrice, $Value, $
Mollenkopf Steven M [Independent Chairman]850237.0201,450
Total850237.0201,450



Mollenkopf Steven M [Independent Chairman] Reported Buying In The Past 12 Months

MonthNo. of SharesPrice, $Value, $
August 02, 2023850237.0201,450


MOLLENKOPF STEVEN M [INDEPENDENT CHAIRMAN] REPORTED INSIDER BUYING; 4 YEARS (2020 - 2023)
In the 4-year period 2020 to 2023 a total of 3,767 shares worth $703,049 were bought. In the past 4 years shares bought per year averaged 942.
YearNo. of SharesPrice, $Value, $
2023850237.0201,450
20221,765171.04301,888
2021---
20201,152173.36199,711
Total3,767186.63703,049



Peer Comparison & Ranking of BA

GLOBAL PEER COMPARISON: BA - SIZE (all figures in $)

In its Global Peer Group of 9 companies BA is ranked first (1) by Revenue, second (2) by Total Assets, fourth (4) by MCap and eighth (8) by Net Profit.

Name (Code)MCapRevenueNet ProfitTotal Assets
Rank of BA4182
Boeing (BA)100.2B77.8B(2.2B)137B
Airbus Group (AIR)137.5B62.6B4.5B123.4B
RTX (RTX)134.3B67.1B5.2B158.9B
Lockheed Martin (LMT)110.4B67.6B6.9B52.5B
Safran (SAF)96B20.8B(2.6B)49.9B
General Dynamics (GD)77B42.3B3.3B54.8B
Northrop Grumman (NOC)71.2B39.3B2.1B46.5B
TransDigm Group (TDG)69B6.6B1.3B20B
BAE Systems (BA.)55B28.5B2.3B39.6B


GLOBAL PEER COMPARISON: BA - RELATIVE VALUE INDICATORS

In value terms, comparing relative value of its shares, BA is ranked

+ 1 out of 9 by Price/Sales per share [1.3]

Name (Code)Currency CodeLast PriceDiv Yld (%)P/EP/S
Rank of BA by value1
Boeing (BA)USD164.31.3
Airbus Group (AIR)EUR162.32.830.12.2
RTX (RTX)USD1012.328.82.0
Lockheed Martin (LMT)USD459.22.016.61.6
Safran (SAF)EUR210.20.64.6
General Dynamics (GD)USD281.11.824.11.9
Northrop Grumman (NOC)USD474.51.615.01.9
TransDigm Group (TDG)USD1,241.752.79.9
BAE Systems (BA.)GBX1,363.52.222.01.9


USD 1=
0.935 Euro (EUR)



BUYSELLSIGNALS FUNDAMENTALS VALUATION RANKING:

Boeing vs NYSE Market

Out of 1,828 stocks and 199 units in the NYSE Market, Boeing is ranked twelfth(12) by Premium to 52-Wk Low, Thirty-eighth(38) by Revenue, Sixty-fourth(64) by P/Sales and 204th(204) by Discount to 52-Wk High.
NYSE AvgBABA Rank
Premium to 52-Wk Low (%)1.30.9812
Revenue $-77.8 B38
P/Sales1.8x1.3x64
Discount to 52-Wk High (%)24.138.6204
EBITDA Margin%13.8(2.6)1610
Net Profit $-(2.2 B)2603

Negative values are shown in brackets.


Stock in Index and Stock in Sector

DescriptionBAS&P 500 Index% of S&P 500 IndexAerospace sector% of Aerospace sector
Net Profit $-2,222,000,0001,158.1 B-0.25.4 B-41.5
Revenue $77.8 B11,492.7 B0.7192.3 B40.4
Total Assets $137 B36,968.1 B0.4381.4 B35.9
MCap $100.2 B43,088.9 B0.2394.7 B25.4



Relative Valuation Indicators: Stock vs Index and Stock vs Sector

DescriptionBAS&P 500 Index Avg.Aerospace sector Avg.
Price/Earnings-44.819.568.6
Price/Net Tangible Assets-3.667.49-7.06



MARKET SHARE

Boeing has a position of market dominance in the Aerospace sector.
Boeing vs Aerospace sector [Aerospace sector Total in Brackets]
Revenue of $77.8 billion[81.7% of aggregate sector revenue of $192.3 billion; down from 81.8% in the previous year.]


GLOBAL RANK [out of 46,505 stocks] AND RANK OF BOEING IN THE AMERICAN REGION [out of 9,736 stocks]

DescriptionValueGlobal RankIn Am Region
MCap ($)100.2B14091
Total Assets ($)137B454159
Revenue ($)77.8B18658
Net Profit ($)(2.2B)42,9408,117
Net Profit Margin %(2.9)29,6543,908
PV1000 (1Year) $79927,6345,635
$ Change (1Year) %-17.827,0335,551



RANK OF BOEING IN THE S&P 500 INDEX [out of 348 stocks], IN THE NYSE MARKET [out of 1984 stocks] AND IN THE AEROSPACE SECTOR [out of 16 stocks]

DescriptionValueIn S&P 500 IndexIn NYSE MarketIn Aerospace sector
MCap ($)100.2B57602
Total Assets ($)137B43542
Revenue ($)77.8B36391
Net Profit ($)(2.2B)3431,98117
Net Profit Margin %(2.9)3221,39912
PV1000 (1Year) $7992874016



LONG-TERM FUNDAMENTAL RANKING: 3 OUT OF 5 [5 is best]

Boeing is ranked number 2 out of 20 listed aerospace companies in the United States with a market capitalization of $100.2 billion.
Within its sector it has a relatively low Price/Sales of 1.3.

Stocks are scored on a set of parameters reflecting fundamental analytical tools involving valuation, size and financial performance. They are ranked according to the average values of those parameters. The highest ranking is 5 and the lowest ranking is 1.


Institutional ownership updated after last SEC Filing Q4/2023 reported on Feb 17

Top 5 Institutional Ownership of Boeing as at December 31, 2023

As at December 31, 2023, 2261 Institutions (Funds) held investments in shares of Boeing. Institutions increased their holdings to 64.8% of issued capital, up from 60.8% as at Sep 30. The largest shareholder was Vanguard Group Inc. with 8% of Boeing. The second largest shareholder was Blackrock Inc. with 6%.

*Note: Minimum Core Shareholding is computed on the basis of SEC filings over the last 12 quarters (3 years). A higher % of shareholding above the minimum core holding may be indicative of a potential positioning by an active institution to overweight.

Boeing Top 3 Active Funds (in desc order of Shares) hold 17.3% [second last column shows % above minimum core shareholding; last column shows percentile rank by AUM (Assets Under Management) among 6832 Funds]. Please download the spreadsheet to view full list of 1124 Active Funds holding 46.2% of Boeing as at December 31, 2023.
FundShares% of TotalValue $% above Core*Percentile rank
Vanguard Group Inc. (0000102909)48,501,735812.6 B14100
Blackrock Inc. (0001364742)36,652,72969.6 B20100
FMR LLC (0000315066)20,613,73935.4 B84100
% Held by Top 3 Institutional shareholders105,768,20317.327.6 B--


Boeing Top 2 Index Funds (in desc order of Shares) hold 9.7% [second last column shows % above minimum core shareholding; last column shows percentile rank by AUM (Assets Under Management) among 6832 Funds]. Please download the spreadsheet to view full list of 1138 Index Funds holding 18.2% of Boeing as at December 31, 2023.
FundShares% of TotalValue $% above Core*Percentile rank
Newport Trust Co (0001722329)32,395,58958.4 B-98
State Street Corporation (0000093751)26,603,06246.9 B3100
% Held by Top 2 Institutional shareholders58,998,6519.715.4 B--



Institutional ownership of BA at Dec 31: PEAK6 Investments top increase of 188,167%

As at December 31, 2023, 733 institutions or 31.8% of BA's institutional shareholders had increased their holding of shares in Boeing from September 30. The top increase was by PEAK6 Investments which increased its holding by 5,645 shares, or 188,166.7% to 5,648 shares.

Top 5 Increases [December 31, 2023 vs September 30, 2023]

Value is shown in the table below at December 31 BA share price of $260.66.

Institution (CIK)SharesValue, $% increase
PEAK6 Investments LLC (0001756111)5,6451.2 M188,166.7
Orion Capital Management LLC (0001846758)2,130457,45526,625.0
Delos Wealth Advisors, LLC (0001878326)20042,9546,666.7
L & S Advisors Inc. (0001392364)35,3747.6 M2,880.6
D. E. Shaw & Co., Inc. (0001009207)250,46853.8 M2,722.5
Total293,81763.1 million-



Institutional ownership of BA at December 31, 2023: Capital Research Global Investors top increase by worth

Top 5 Increases by worth [December 31, 2023 vs September 30, 2023]
Value is shown in the table below at December 31 BA share price of $260.66.

Institution (CIK)SharesWorth Change, $
Capital Research Global Investors (0001422848)4,425,964950.6 M
Wellington Management Group LLP (0000902219)2,921,043627.3 M
Price T Rowe Associates Inc.,MD (0000080255)1,884,850404.8 M
Jane Street Group, LLC (0001595888)1,833,652393.8 M
Boston Partners (0001386060)1,617,151347.3 M
Total12,682,6602.7 billion



Institutional ownership of BA at Dec 31: Man Group top decrease of 99%

830 Institutional shareholders decreased their holdings in Q4/2023. The top decrease was Man Group who reduced their shareholding in Boeing by 13,665 shares (98.7%) from 13,840 as at September 30 to 175 as at December 31.

Top 5 Decreases [December 31, 2023 vs September 30, 2023]

Value is shown in the table below at December 31 BA share price of $260.66.

Institution (CIK)SharesValue, $% Decreases
Man Group plc (0001637460)13,665(2.9 M)-98.7
Qube Research & Technologies Ltd (0001729829)685,107(147.1 M)-98.6
Centiva Capital, LP (0001692507)10,447(2.2 M)-98.1
Allianz Asset Management AG (0001535323)112,866(24.2 M)-97.5
Perpetual Ltd (0001647273)93,099(20 M)-96.5
Total915,184(196.6 million)-



Institutional ownership of BA at Dec 31: Jennison Associates top new shareholder

An analysis conducted after the mid - quarter deadline of February 14 for Q4 SEC filings by 6986 institutions shows that there were 5 new institutional shareholders. Jennison Associates (53417) was the largest new shareholder with 3.7 million shares valued at $960.4 million as at December 31.

Top 5 New shareholders as at December 31, 2023

Value is shown at price of December 31, 2023 (in desc order of Shares)
Value is shown in the table below at December 31 BA share price of $260.66.

Institution (CIK)SharesValue, $
Jennison Associates LLC (0000053417)3,684,483960.4 M
Susquehanna International Group, LLP (0001446194)547,467142.7 M
COMMONWEALTH EQUITY SERVICES, LLC (0000312272)474,632123.7 M
Primecap Management Co,CA (0000763212)299,30078 M
Zurich Insurance Group Ltd /FI (0001127799)188,34149.1 M
Total5,194,2231.4 billion



Institutional ownership of BA at Dec 31: Migdal Insurance & Financial Holdings Ltd. top exit

An analysis conducted after the mid - quarter deadline of February 14 for 20234 SEC filings by 6986 institutions shows that there were 5 exits. Migdal Insurance & Financial Holdings Ltd. was the largest exit with 297,000 shares valued at 56.9 M as at December 31.

Institution (CIK)SharesValue, $
Migdal Insurance & Financial Holdings Ltd. (0001415912)297,00056.9 M
Natixis (0001274981)220,10242.2 M
First Republic Investment Management, Inc. (0001418204)209,49940.2 M
BREWIN DOLPHIN LTD (0001954243)157,47330.2 M
Walleye Trading Advisors, LLC (0001758720)130,81225.1 M
Total1,014,886194.5 million


Please view detailed Institutional Shareholders - Categorised and Complete List in DATA & ARCHIVE DOWNLOAD CENTER


Patents

Number of Patents Issued to Boeing by the US Patent Office and the European Patent Office

A total of 12,343 patents were issued to Boeing in the last ten years. In the past year 1,570 patents were issued, 1.3 times average of 1,234 patents per year.
12 months ended Apr 24No. of Patents Issued
20241,570
20231,547
20221,258
20211,643
20201,590
20191,381
20181,365
20171,101
2016716
2015172
Total12,343



Rank by patents issued in the past 12 months: Boeing vs NYSE stocks

Boeing is ranked 12 by patents issued in the past year out of 2,248 NYSE listed companies. A total of 81,238 patents were issued to NYSE listed companies in the past year, an average of 189.4 patents per company. Boeing received 1,581 patents in the past 12 months, 44 times average.


Glossary

ADVT: Average Daily Volume of shares Traded
Annual Return: Dividends Paid In a 12-Month Period/Price at the Beginning of the Period + Capital Gain or Loss over 1 Year/Price 1 Year Ago (%)
Current Ratio: Current Assets/Current Liabilities (times)
EBIT Margin : Earnings Before Interest and Tax/Revenue (%)
Moving Average Price (n periods): Sum of Prices for each Period/Number of Periods
PV1000: Present value of 1000 invested 1 year/'n' years ago
Price Close/Moving Avg Price: Latest Price/Moving Average Price
Price/Earnings: Share Price/Earnings Per Share (times)
Price/Sales: Share Price/Sales Per Share (times)
Relative Price Change [RPC]: Relative price change is price change of stock with respect to Benchmark Index
Relative Strength (6 Months): Price close today/Price close 6 months ago, then ranked by percentile within the entire market.
Return on Assets: Net Profit/Total Assets (%)
TSR: Total Shareholder Returns is expressed as an annualized rate of return for shareholders after allowing for capital appreciation and dividend
Volume Index (VI): Number of shares traded in the period/Average number of shares traded for the period
Volume Weighted Average Price (VWAP): The Volume Weighted Average Price (VWAP) is the summation of turnover divided by total volume in the same period.

Disclaimer: While this document is based on information sources which are considered reliable, it has been prepared without consideration of your specific investment objectives, financial situation or needs, so you should carry out your own analysis or seek professional investment advice before an investment decision is made. The document contains unbiased, independent equities data and analysis from Jupiter International (Australia) Pty Ltd trading as BuySellSignals (AFS Licence 222756), who provide round the clock analysis on every stock, every sector, every market, every day. BuySellSignals is not a broker, and does not have executing, corporate advisory or investment banking functions. Jupiter International (Australia) Pty Ltd, its directors, employees and contractors do not represent, warrant or guarantee, expressly or impliedly, that the information contained in this document is complete or accurate.

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