Boeing Faces Quality Control Challenges Amidst Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 06 2026
0mins
Should l Buy BA?
Source: Fool
- Quality Control Issues: Boeing recently disclosed a machining error on its 737 MAX jets, which, although easily fixed, highlights ongoing quality control challenges that continue to undermine investor confidence and stock performance.
- Increased Debt Burden: By the end of 2025, Boeing's debt rose to $54.1 billion from $53.4 billion in Q3, partly due to its $4.7 billion acquisition of Spirit AeroSystems, which adds financial strain in a high-interest-rate environment.
- Order Growth Momentum: Despite challenges, Boeing has made significant inroads in Southeast Asia, with orders from Sun Phu Quoc Airways and Vietnam Airlines for 40 and 50 737 MAX jets respectively, contributing to a backlog of $682 billion as airlines seek to modernize fleets.
- Profitability Recovery: In 2025, Boeing reported $89.5 billion in revenue, a 34% increase, with earnings per share of $2.48, marking the company's first profitable year since 2018, indicating a positive turnaround in its financial health.
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Analyst Views on BA
Wall Street analysts forecast BA stock price to rise
16 Analyst Rating
14 Buy
1 Hold
1 Sell
Strong Buy
Current: 223.770
Low
150.00
Averages
269.14
High
298.00
Current: 223.770
Low
150.00
Averages
269.14
High
298.00
About BA
The Boeing Company is an aerospace company. Its segments include Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS). Its BCA segment develops, produces and markets commercial jet aircraft principally for the commercial airline industry worldwide. Its family of commercial jet aircraft in production includes the 737 narrow-body model and the 767, 777 and 787 wide-body models. Its BDS segment is engaged in the research, development, production and modification of manned and unmanned military aircraft and weapons systems for strike, surveillance and mobility. Its BGS segment provides services to its commercial and defense customers worldwide. It sustains aerospace platforms and systems with a range of products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Quarterly Delivery Performance: Boeing delivered 143 aircraft in the first quarter, surpassing Airbus's 114 deliveries, demonstrating its competitive strength in the face of engine supply constraints, which may enhance investor confidence in its future performance.
- Backlog Situation: As of the end of March, Boeing's aircraft backlog stood at 6,127 units, with 4,368 being 737s, indicating the company's potential for future deliveries despite the current decline in delivery numbers.
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