企業を読み込み中
Just reported
Q3 2026 results
From Boeing's results release of 2026年10月27日; its quarterly report has since been filed.
Revenue
Actual
$24.19B
+3.9% y/y
-1.5% q/qGuided
—
No guide given
EPS, GAAP
Actual
-$0.26
Guided
—
No guide given
Operating income, GAAP
Actual
$354M
+127% q/q
Guided
—
No guide given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
Keep exploring
The themes Boeing is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Aerospace and Defense
Graded A or B and worth $2B or more: A first, then the largest.
GEGeneral Electric Company$354BA+
RTXRTX Corporation$271.7BA
LMTLockheed Martin Corporation$140.9BA
GDGeneral Dynamics Corporation$99.2BA
HWMHowmet Aerospace Inc.$89.1BA+
Grade rose recently in Industrials
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
UPSUnited Parcel Service, Inc.2026年10月27日CBGraded C, now B
CSXCSX Corporation2026年10月21日CAGraded C, now A
CPCanadian Pacific Kansas City Ltd.2026年10月29日BAGraded B, now A
URIUnited Rentals, Inc.2026年10月21日CAGraded C, now A
WCNWaste Connections, Inc.2026年10月22日BAGraded B, now A
どうやって稼いでいるか
- Commercial Airplanes45%
- Defense, Space & Security32%
- Global Services23%
売上構成比はsix months ended June 30, 2026の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか6
737 commercial jet
A single-aisle passenger jet sold mainly to airlines for passenger and cargo transport.
767, 777, and 787 commercial jets
Larger, two-aisle passenger and cargo jets sold to airlines and cargo operators.
Military aircraft
Manned and unmanned aircraft, including fighters, trainers, helicopters, tilt-rotor aircraft, tankers, and anti-submarine aircraft.
さらに3件を表示
Weapons and defense systems
Weapons and systems for defense, intelligence, surveillance, communications, and command and control.
Satellites and space systems
Government and commercial satellites and equipment for space exploration.
Aircraft services and support
Maintenance, repairs, spare parts, engineering, upgrades, conversions, logistics, training, and technical materials for aircraft and other aerospace systems.
誰が買っているか4
- Commercial airlines buy passenger jets and related parts and services through aircraft orders and service contracts.
- Cargo airlines and other aircraft operators buy freighters, spare parts, maintenance, and modifications.
- The U.S. government, including the Department of Defense and the National Aeronautics and Space Administration, buys military aircraft, weapons, defense systems, satellites, and related services through government contracts.
- Foreign governments and military forces buy aircraft, defense equipment, and support services, sometimes through government-to-government sales.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Aircraft production depends on many suppliers and subcontractors; Boeing says some major components are supplied on a sole-source basis.
- 2Commercial aircraft production rates and new airplane models depend on Federal Aviation Administration oversight, production approvals, and aircraft certification.
- 3Production depends on skilled workers and labor agreements; work stoppages have disrupted Boeing operations in the past, and engineering union agreements were due to expire in October 2026.
- 4A significant part of the business depends on commercial airline demand and government contract awards and funding.
うまくいかなくなる可能性
- 1If airline demand falls, production is disrupted, or aircraft fail to meet quality requirements or obtain certification on schedule, Boeing could deliver fewer commercial jets or face delays and added costs. Its fixed-price aircraft contracts can also leave it responsible for cost increases that exceed contract price adjustments.
- 2Supplier shortages, quality problems, financial trouble at suppliers, or labor stoppages at Boeing or its suppliers can interrupt production and delay deliveries.
- 3Complex defense development programs can run over budget, particularly under fixed-price contracts, while changes to government spending priorities or contract cancellations can reduce or delay defense work.
Boeing Co.について
Boeing designs, builds, and sells passenger and cargo jets to airlines, and military aircraft, weapons, satellites, and related equipment to governments. It also provides maintenance, spare parts, training, upgrades, and other services for commercial and defense aircraft. Its business is organized into Commercial Airplanes, Defense, Space & Security, and Global Services.
- 本社
- Arlington, Virginia
- 設立
- 1916
- 従業員数
- approximately 182,000 (December 31, 2025, high)
- 上場市場
- NYSE
- 決算期
- December 31
Boeing Co. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。