What is The Boeing Company?
The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide.
The story behind the price, the case for and against, and what could go wrong. Open a part to read it.
The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide. The company operates through three segments: Commercial Airplanes; Defense, Space & Security; and Global Services. The company is listed on the NYSE in USA, operating in the Industrials sector, with a market capitalisation of 150.35B, and a P/E ratio of 67.0x.
A short list of Aerospace & Defense names that are close enough in size to make side-by-side comparison useful.
| Shares sold | Shares bought | |
|---|---|---|
| 0-3months | 0 | 0 |
| 3-6months | 0 | 0 |
| 6-9months | 421,012 shares $5.0M | 12,230 shares $500k |
| 9-12months | 11,366 shares $270k | 1554 shares $99k |
Openbook research
A $125m Garden Grove settlement has been filed in court. Melrose closed up 3.47% at 465.40p on a number it can absorb and a reiterated Q4 restart.
RTX stock analysis of the aerospace and defense group behind Collins Aerospace, Pratt and Whitney and Raytheon. We look at the Q2 2026 results, the $289 billion backlog, the dividend and the geared turbofan engine program.
Boeing closed down 6.9% at USD 184.39 after the FAA paused 737 MAX 10 certification over a VNAV software defect. A cash-timing event, not a demand one.
A £15bn Royal Navy shipyard upgrade and defence spending at 2.7% of GDP give Babcock a demand signal. Its 8.2% margin is where the question sits.
The district attorney closed its criminal probe and Melrose capped claims at $100m. But the buyback is still paused and guidance excludes it.