EADSF - Boeing's Path Forward: Q4 Earnings Could Shed Light On AI Integration Production Targets | Benzinga
Boeing Co (NYSE:BA), will be reporting its fourth-quarter earnings on Jan. 31. Wall Street expects a negative 74 cents in EPS and $21.12 billion in revenues as the company reports before market hours.
Boeing presents an intriguing investment opportunity, albeit with significant challenges and risks. The stock, down 2% over the past year, trades at a discount to its competitor Airbus SE (OTCPK:EADSF).
On a Price/Cash Flow basis, Boeing trades at 20.57 compared to Airbus at 24.16. This discount can be primarily attributed to uncertainties surrounding management’s 2025/2026 targets due to ongoing supply chain issues and the negative impact of the Alaska Airlines (NYSE:ALK) incident on public sentiment.
Here's what analysts will be focusing on, and how the stock currently maps against Wall Street estimates.
Boeing Investment Thesis
The core of Boeing’s investment proposition ...