BABOEING CO
Aircraft
- Revenue
- $89.5B
- 34% YoY
- Operating margin
- 4.8%
- 130% YoY
- EBITDA
- $6.2B
- 170% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 5.1×
- $31.9B net debt
- AI in 10-K
- —
Red flags 2 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashFired48% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowFired280% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear10% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $62.3B | $66.6B | $77.8B | $66.5B | $89.5B | 34% |
| Operating income | −$2.9B | −$3.5B | −$773M | −$10.7B | $4.3B | 140% |
| Net income | −$4.2B | −$4.9B | −$2.2B | −$11.8B | $2.2B | 119% |
| Operating cash flow | −$3.4B | $3.5B | $6.0B | −$12.1B | $1.1B | 109% |
| Capex | $980M | $1.2B | $1.5B | $2.2B | $2.9B | 32% |
| Stock-based comp | $833M | $725M | $690M | $407M | $426M | 4.7% |
| Dividends | — | — | — | — | $331M |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.