Boeing Company (BA)

Boeing's stock price has experienced several notable events and trends in the past six months. In 2025, BA shares saw a 22% recovery as production stabilized, delivering 600 aircraft, and surpassing Airbus in net orders. Boeing achieved positive free cash flow in Q3 and Q4 2025 after burning billions in the first half of the year. Alaska Airlines placed a major order for over 100 aircraft in January 2026, and Delta Air Lines placed a significant order for up to 60 Boeing 787 Dreamliners. Boeing announced plans to reacquire Spirit AeroSystems in July 2024, and the deal closed in 2025, aiming to better control quality. Several analysts have raised their price targets for Boeing, with Bernstein SocGen Group identifying Boeing as its "top pick in the US for 2026" in January 2026. In the past six months, Boeing insiders have made 4 trades, with 2 purchases and 2 sales, and Members of Congress have sold BA stock 3 times during the same period.

While specific monthly or quarterly seasonality data for Boeing's products and services is not explicitly detailed, demand for commercial airplanes is influenced by global air travel trends. The global defense and government services markets tend to be more stable compared to commercial aviation. The overall support and services market for aerospace is projected to be substantial, with commercial services experiencing a near-term decline due to the pandemic but expected to recover.

The Boeing Co. is a leading American multinational corporation in the aerospace industry that specializes in the design, manufacture, and sale of airplanes, rotorcraft, rockets, satellites, and missiles worldwide, operating within the Aerospace & Defense sector. Its major products and services are organized into three main segments: Commercial Airplanes, Defense, Space & Security, and Global Services. The Commercial Airplanes segment develops, produces, and markets commercial jet aircraft. The Defense, Space & Security segment builds military airplanes, rotorcraft, and missiles, as well as space systems. The Global Services segment provides a range of services to both commercial and defense customers.

Boeing's corporate headquarters are located in Crystal City, Arlington, Virginia, United States, and it maintains a significant global presence, employing over 170,000 people across the United States and in more than 65 countries. Key office and manufacturing locations in the United States include Arlington, Virginia; Seattle, Everett, and Renton, Washington; North Charleston, South Carolina; Plano, Texas; Berkeley and St. Louis, Missouri. Internationally, Boeing has key office locations across North America, Australia, and New Zealand, serving customers in over 150 countries.

Boeing's brand reputation over the past year has been significantly challenged by a series of safety lapses and controversies, particularly those stemming from the 737 MAX incidents. The near-tragedy of an Alaska Airlines flight in January 2024, where a door plug detached mid-air, severely impacted Boeing's public perception and reignited intense scrutiny. In April 2024, a whistleblower alleged shortcuts in 777 and 787 manufacturing, which Boeing denies. The start of 2024 saw a severe downturn in Boeing's reputation score, plummeting to -41 in Q1. Leadership has committed to reinforcing safety and quality, and the company has initiated a "war on defects" to address systemic problems.

The Boeing Co. is primarily owned by institutional shareholders, who hold 72.92% of the company, with insiders owning 1.10% and retail investors holding 25.98%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and Fmr Llc. John F. McDonnell is noted as the largest individual Boeing Co. shareholder, owning 4.48 million shares, representing 0.59% of the company.