Boeing (BA) grew revenue faster over the past twelve months than any of its aerospace and defense peers, GE Aerospace included, and its stock still fell. It is also the only one in that group running an operating loss. The growth has come with rising airplane deliveries, and the market is waiting to see whether those airplanes earn a margin.
GE Aerospace is the sharpest comparison. It grew revenue 21.7% over the trailing twelve months, close to Boeing's 24.8%, on an operating margin of 18.7%, and its stock returned 13.4%. Boeing's operating margin over the same twelve months was negative 5.4%. Its stock returned negative 4.4%.
BA
RTX
LMT
#aerospace #twelve #months #operating
GE Aerospace is the sharpest comparison. It grew revenue 21.7% over the trailing twelve months, close to Boeing's 24.8%, on an operating margin of 18.7%, and its stock returned 13.4%. Boeing's operating margin over the same twelve months was negative 5.4%. Its stock returned negative 4.4%.
BA
RTX
LMT
#aerospace #twelve #months #operating
2 months ago
