Boeing

BA

Market cap $176B

Wall Street is heading into next week with the S&P 500 and Nasdaq at fresh record highs, but this still does not look like the kind of market where everything rises together. The latest rally has been helped by easing fears around the Middle East, stronger-than-expected earnings sentiment and the market's enduring appetite for AI-linked growth.

Beyond analysts' top-and-bottom-line estimates for Boeing (BA), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2026.

Aerospace, defense and data-center orders are fueling this Boeing supplier.

Boeing saw March airplane orders drop year-on-year, but this reflects the timing of large deals rather than weakening demand. March deliveries fell sequentially to 46 units due to a 737 MAX wiring issue, not expected to impact full-year delivery targets. Year-to-date, BA delivered 143 airplanes (+10% YoY in value), with book-to-bill ratios indicating healthy demand and production pressure.

Boeing heads into Q1 earnings with rising deliveries and services demand, but supply-chain issues and program delays may cloud results.

Boeing Co (NYSE: BA) shares are trading lower Thursday afternoon as traders weighed fresh defense-contract headlines against a mixed tape for industrial names.

Boeing and its unit Millennium Space Systems are working together to ​expand production capacity and launch a ‌new satellite platform as they look to fulfill a growing backlog of orders, ​the aerospace firms said on ​Thursday.

Boeing is showing operational improvement with strong revenue growth, backlog expansion, and reduced leverage, but persistent uncertainties keep my rating at 'hold.' BA's Commercial Airplanes segment drove significant gains, with deliveries rising from 57 to 160 and backlog surging to $567.29 billion. Despite positive free cash flow guidance ($1–3 billion) and net debt reduction, near-term profitability remains pressured, and valuation is still elevated.

Boeing ​is hiring around 100 to 140 factory workers a week, the highest pace since 2024, as the U.S. ‌jetmaker replaces retirees and increases staffing to support higher production rates and new models, a union leader said.

El Al Israel Airlines ‌said on Thursday it would buy up to 12 more 787 Dreamliner aircraft from Boeing in a deal worth $1.5 billion, taking advantage of its dominance of the Israeli market during the conflicts in Gaza and Iran.