Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Boeing investors should vote against chief executive David Calhoun’s $32.8mn pay package, shareholder adviser ISS has said, in the latest blow to the aircraft maker after a mid-air door plug blow out in January on…
The Boeing Company (NYSE:BA) Q1 2024 Earnings Conference Call April 24, 2024 10:30 AM ET Company Participants Matt Welch – Vice President of Investor RelationsDave Calhoun – President & Chief Executive OfficerBrian West – Executive Vice President & Chief Financial Officer Conference Call Participants Myles Walton – Wolfe ResearchDoug Harned – BernsteinCai von Rumohr –…
sharrocks/iStock Unreleased via Getty Images In our last update on The Boeing Company (NYSE:BA), we warned that the risks remained high for this high-flyer and gravity was likely to be a cruel mistress in the medium term. So the risks are right in front of you and we think the stock could go to double…
OntheRunPhoto/iStock Editorial via Getty Images Summary As part of my continuing coverage of Embraer (NYSE:ERJ) I have updated estimates and valuation post 4Q23 results and provided an overview of the developing investment case. My view on ERJ has improved from the previous article more from de-risking the balance sheet and the company’s ability to generate…
metamorworks Investment Thesis As global geopolitical tensions remain elevated, military spending has started a meaningful uptick. A slew of conflicts witnessed since late 2020, starting from the east-Caucasus regions to eastern Europe and lately seen in the Middle East, have put sovereign entities across the world on guard. These tensions have also spilled out onto…
Aeon Aviation Photography/iStock Editorial via Getty Images As Boeing (NYSE:BA) is struggling to get its quality and manufacturing system in order while demand for commercial airplanes has increased significantly, it is clear that Airbus (OTCPK:EADSF) is the clear winner in the duopoly. That does not need much explanation. However, how big the benefit is for…
Wirestock Boeing (NYSE:BA) reported four quarter and full year earnings on the 31st of January and the stock price reacted positively gaining around 5% post-earnings. In this report, I will be discussing the fourth quarter and full year results by operating division and address relevant topics discussed in the earnings call. Bad Boeing News Dominates…
sanfel It’s hard to think of a more out-of-favor stock coming into Q4 ’23 earnings season than Boeing (NYSE:BA), with Boeing scheduled to report its calendar Q4 ’23 financial results before the opening bell on Wednesday, January 31 ’24. Even if the EPS estimate of a loss of ($0.78) and the revenue estimate of $21.1…
Stefan Lambauer/iStock Editorial via Getty Images I’ve been following Gol Linhas Aéreas Inteligentes S.A. (OTCPK:GOLLQ) for a while and while many airlines received a buy rating driven by my independent stock valuation model, Gol was not one of those companies. In May 2023, I pointed out that Gol Stock looked like a buy but in…
Boarding1Now United Airlines Holdings, Inc. (NASDAQ:UAL) reported its fourth quarter and full year earnings on the 22nd of January, beating revenue estimates by $80 million and core earnings per share of $2.00 beat expectations by $0.29. Since my last report covering United Airlines, the stock has climbed 14.5 percent in line with the market performance….
Mario Tama/Getty Images News Boeing (NYSE:BA) stock looks to be in a difficult situation still post-pandemic, but future outlooks are generally positive, with strong EPS growth on the horizon. Nonetheless, recent safety concerns regarding its airplanes create market share risks and a potential effect on short-term revenue. Safety Concerns Boeing has been facing significant challenges…
nycshooter After a rather turbulent start to 2024 in the case of Boeing (NYSE:BA), the company and stock are setting up for a difficult year. The current events might create a new distraction, but together with previous and other product quality issues and even deadly crashes, such events cannot be seen in isolation anymore. This…
Win McNamee/Getty Images News Listen below or on the go on Apple Podcasts and Spotify Shares of Boeing (BA) and Spirit AeroSystems (SPR) plunge after mid-air blowout. (00:29) Merck (MRK) in talks to acquire Harpoon Therapeutics (HARP) for around $700M – Bloomberg. (01:44) Audacy (OTCPK:AUDA) files for Chapter 11 bankruptcy as ad sales crash. (02:26)…
Wirestock On Friday, I published a report discussing the prospects for Boeing (NYSE:BA) from a cash flow perspective and concluded that the main cash flow drivers at Boeing’s Commercial Airplanes division hinged on the Boeing 737 MAX as well as the Boeing 787 delivery and production ramp-up execution as well as cost control on the…
Stephen Brashear Is it too late to buy Boeing? Right now? Yeah. The soaring price of Boeing (BA) stock has been nothing short of breathtaking. The question that looms large in those like myself who on the last execution issue, sold the stock, is it too late? Perhaps. Or with some patience finding an optimal…
nycshooter The Boeing Company (NYSE:BA)’s shares went into a massive new up-leg after the company presented earnings for its third fiscal quarter at the end of October and the current rally has enough steam to last well into 2024, in my opinion. The aircraft manufacturer’s order books are full and the U.S. economy is performing…
Scott Olson Listen below or on the go on Apple Podcasts and Spotify China may end Boeing (BA) freeze with 737 MAX deal – Bloomberg. (00:23) OpenAI pursues more Microsoft (MSFT) money to build ‘magic intelligence in the sky’. (01:25) Ajinomoto (OTCPK:AJINF) to acquire Forge Biologics for $620 million in all-cash deal. (03:00) This is…
gk-6mt Shares of The Boeing Company (NYSE:BA) are in the midst of a month-long consolidation that puts investors looking for an attractive long-term investment into a unique position. According to Boeing’s latest Commercial Market Outlook, the airline industry is set to see strong demand for new aircraft over the next two decades, which should translate…
XH4D Manufacturers of eVTOLs provide some of the most forward-looking and futuristic investment opportunities with significant upside. However, the path towards certification and commercialization is not a risk-free one and when highlighting the risks I am quite often met with readers who choose to ignore the risks and become hostile towards those who don’t echo…
The Boeing Company (NYSE:BA) Q2 2023 Earnings Conference Call July 26, 2023 10:30 AM ET Company Participants Matt Welch – Vice President, Investor Relations Dave Calhoun – President and Chief Executive Officer Brian West – Executive Vice President and Chief Financial Officer Conference Call Participants Sheila Kahyaoglu – Jefferies Peter Arment – Baird Myles Walton…