2 Reasons to Like BA (and 1 Not So Much)

2 Reasons to Like BA (and 1 Not So Much)

Kayode Omotosho

Wed, February 25, 2026 at 10:16 PM GMT+9 3 min read

In this article:

BA

+1.28%

Boeing has been treading water for the past six months, recording a small return of 3.2% while holding steady at $234.04.

Is now the time to buy BA? Find out in our full research report, it’s free.

Why Does Boeing Spark Debate?

One of the companies that forms a duopoly in the commercial aircraft market, Boeing (NYSE:BA) develops, manufactures, and services commercial airplanes, defense products, and space systems.

Two Things to Like:

1. Elevated Demand Drives Higher Sales Volumes

Revenue growth can be broken down into changes in price and volume (the number of units sold). While both are important, volume is the lifeblood of a successful Aerospace company because there’s a ceiling to what customers will pay.

Boeing’s units sold punched in at 160 in the latest quarter, and over the last two years, averaged 84.6% year-on-year growth. This performance was fantastic and shows its offerings have a unique value proposition (and perhaps some degree of customer loyalty).

Boeing Units Sold

2. Outstanding Long-Term EPS Growth

We track the long-term change in earnings per share (EPS) because it highlights whether a company’s growth is profitable.

Boeing’s full-year EPS flipped from negative to positive over the last five years. This is encouraging and shows it’s at a critical moment in its life.

Boeing Trailing 12-Month EPS (Non-GAAP)

One Reason to be Careful:

Lackluster Revenue Growth

We at StockStory place the most emphasis on long-term growth, but within industrials, a stretched historical view may miss cycles, industry trends, or a company capitalizing on catalysts such as a new contract win or a successful product line. Boeing’s recent performance shows its demand has slowed as its annualized revenue growth of 7.2% over the last two years was below its five-year trend. We’re wary when companies in the sector see decelerations in revenue growth, as it could signal changing consumer tastes aided by low switching costs.

Boeing Year-On-Year Revenue Growth

Final Judgment

Boeing’s merits more than compensate for its flaws, but at $234.04 per share (or 764.6× forward P/E), is now the time to initiate a position? See for yourself in our full research report, it’s free.

Stocks We Like Even More Than Boeing

Your portfolio can’t afford to be based on yesterday’s story. The risk in a handful of heavily crowded stocks is rising daily.

The names generating the next wave of massive growth are right here in our Top 5 Growth Stocks for this month. This is a curated list of our High Quality stocks that have generated a market-beating return of 244% over the last five years (as of June 30, 2025).

Stocks that have made our list include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today.

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