In his latest research note, analyst Sheila Kahyaoglu confirms his positive recommendation. The broker Jefferies is keeping its Buy rating. The target price is unchanged at USD 295.
The Boeing Company is the worldwide leader in aeronautical construction. Net sales (including intragroup) break down by market as follows:
- defense, space and security (46.3%): military aircraft and mobility systems (warplanes, helicopters, and air defense missiles), support services (logistics, engineering, maintenance and training services) and space equipment (satellites, launch pads, etc.);
- commercial aviation (30.4%). In addition to commercial aircraft, the group supplies spare parts and offers technical support, maintenance and engineering services.
The remaining sales (23.3%) are from services (logistics and supply management, engineering, maintenance, modification and training services, etc.), and commercial and private aircraft financing as well as aircraft equipment leasing activities.
Net sales are distributed geographically as follows: the United States (53.8%), Asia (18.4%), Europe (12.8%), Middle East (7.8%), Canada (2%), Oceania (1.8%), Africa (1.8%) and other (1.6%).
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Investor
Investor
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Global
Global
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Quality
Quality
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ESG MSCI
ESG MSCI
The MSCI ESG score assesses a company’s environmental, social, and governance practices relative to its industry peers. Companies are rated from CCC (laggard) to AAA (leader). This rating helps investors incorporate sustainability risks and opportunities into their investment decisions.
