Boeing Company (BA)

In the past six months, Boeing's stock has seen a 22.4% return, with the share price at $221.35 as of October 24, 2025. Key events impacting the stock include Q2 2025 earnings, where Boeing reported a loss per share but exceeded revenue estimates. A strike among machinists at Boeing's factories has impacted production timelines. Commercial aircraft deliveries grew, while defense shipments declined. Boeing is in the process of reacquiring Spirit AeroSystems to regain control over its supply chain.

Demand for Boeing's products and services is influenced by air travel demand and government defense spending. Commercial airplane demand is impacted by air travel, while defense demand is driven by government contracts. The Global Services segment is tied to the fleet size and utilization of aircraft.

The Boeing Co. is a multinational corporation involved in designing, manufacturing, and selling airplanes, rotorcraft, rockets, satellites, and missiles. It operates through three segments: Commercial Airplanes, Defense, Space & Security, and Global Services. The Commercial Airplanes division produces commercial jet aircraft, while the Defense, Space & Security segment focuses on military aircraft, missiles, and space systems. Boeing Global Services provides aftermarket support to customers.

Boeing serves customers in over 150 countries and is a top U.S. exporter, with its headquarters in Crystal City, Virginia. Major manufacturing facilities for commercial aircraft are located in the United States, including Renton and Everett, Washington, and North Charleston, South Carolina. Boeing maintains a significant global presence, including its largest European base in the UK, and has major contractors and engine suppliers in various countries.

Boeing's brand reputation has been challenged by safety incidents and regulatory scrutiny. The Alaska Airlines incident led to scrutiny of Boeing's production quality. Allegations of misconduct emerged regarding bypassed compliance tests. The FAA imposed a production cap on the 737 MAX. Boeing has faced accusations of silencing whistleblowers. The ongoing labor strike has drawn negative attention. An engine failure incident further intensified scrutiny of Boeing's engine reliability.

The ownership structure of Boeing stock includes institutional, retail, and individual investors. Institutional investors collectively own approximately 67% of Boeing Company's shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and Capital Research Global Investors. Some major individual owners include David Calhoun, Stanley Deal, and Theodore Colbert III.