Aerospace and Aviation: approx. 60%
Defense and Space: approx. 30%
Global Services: approx. 10%

Top 3 Markets:

USA: approx. 45%
Europe: approx. 25%
Asia-Pacific: approx. 20%

Boeing generates the majority of its revenue from the aerospace and aviation industry, particularly through the sale of commercial airplanes. A significant portion also comes from the defense and space sector, where Boeing acts as a key supplier for military and government projects. The global services segment includes aircraft maintenance, repair, and overhaul.

The USA is the largest market for Boeing, attributed to its strong presence in the domestic market and numerous contracts with the US government. Europe and the Asia-Pacific region are also significant markets, with Asia experiencing a growing demand for commercial airplanes.

Main production sites:

1. Everett, Washington
2. Renton, Washington
3. North Charleston, South Carolina
4. St. Louis, Missouri

Boeing primarily produces its commercial aircraft in Everett and Renton, Washington. Everett is known for the production of the 747, 767, 777, and 787 models, while the 737 models are manufactured in Renton.

In North Charleston, South Carolina, there is another facility for the production of the 787 Dreamliners. Additionally, Boeing has significant production facilities for military aircraft and defense systems in St. Louis, Missouri.

These locations are strategically chosen to optimize logistical requirements and proximity to suppliers. Boeing continuously invests in its production capacities to increase efficiency and meet global demand.

Revenue Growth: Estimated 10% annually (2025-2030)

Focus on Sustainability: Boeing has committed to becoming climate-neutral by 2050.

Investments in New Technologies: Boeing is heavily investing in the development of new, more efficient aircraft models and autonomous technologies.

Boeing is pursuing a multi-pronged growth strategy that aims at both technological innovation and sustainability. A central part of this strategy is the development of new aircraft models that are more efficient and environmentally friendly. This includes investments in alternative fuels and optimizing production processes to reduce CO2 emissions.

Additionally, Boeing is expanding its services in the field of aviation technology and maintenance. By broadening its service offerings, the company plans to diversify its revenue streams and become less dependent on the cyclical fluctuations of aircraft sales.

Another focus is on tapping into new markets, especially in Asia and the Middle East, where a growing demand for commercial aircraft is expected. Boeing plans to strengthen its presence in these regions through strategic partnerships and local production facilities.

Main materials: Aluminum, Titanium, Composite materials

Countries of origin:

• Aluminum: Canada, Russia
• Titanium: Russia, Japan
• Composite materials: USA, Japan

Boeing sources a variety of raw materials and materials from different countries to produce its aircraft. Aluminum is one of the main components in the aviation industry and is mainly imported from Canada and Russia. These countries are known for their extensive aluminum deposits and production capacities.

Titanium is another critical material for Boeing, especially for the manufacturing of aircraft parts that require high strength with low weight. Russia and Japan are leading suppliers of titanium, with Russia being one of the largest producers worldwide.

Composite materials, valued for their strength and lightness, mainly come from the USA and Japan. These materials are crucial for modern aircraft construction, especially for models like the Boeing 787 Dreamliner, which heavily rely on composite materials to reduce weight and increase fuel efficiency.

Market share in the civil aviation sector: approx. 40% (2025, estimated)
Research & development expenses: $3.2 billion (2024)
Backlog: $411 billion (2024)

Boeing has a significant competitive advantage in the civil aviation sector, primarily due to its strong market position and high backlog. With an estimated market share of about 40%, Boeing primarily shares the market with Airbus, indicating a duopoly in the industry.

The high research and development expenses of $3.2 billion in 2024 underscore Boeing's commitment to innovation and technological advancement. This enables the company to develop competitive aircraft models and meet the needs of customers.

The backlog of $411 billion demonstrates the strong demand for Boeing products and secures future revenues for the company. This allows Boeing to plan long-term and strategically adapt to new market requirements.

Institutional investor share: approx. 55-60% (estimated for 2025)

Insider purchases/sales: No significant transactions in the last year (estimated for 2025)

The institutional investor share at Boeing remains traditionally high, as large investment funds and institutional investors such as pension funds and insurance companies typically invest in blue-chip companies. These investors appreciate the stability and long-term growth potential of Boeing.

Regarding insider transactions, there were no significant purchases or sales in the last year that would indicate a change in management's or insiders' confidence in the company's future development. Such transactions are often seen as an indicator of confidence in a company's future performance.

Market share of Boeing in the civil aviation market: approx. 40% (2025, estimate)

Main competitors and their market share:

1. Airbus SE: approx. 45% (2025, estimate)
2. Embraer: approx. 5% (2025, estimate)
3. Bombardier: approx. 3% (2025, estimate)
4. COMAC: approx. 4% (2025, estimate)
5. Mitsubishi Aircraft Corporation: approx. 2% (2025, estimate)

Boeing and Airbus dominate the civil aviation market, with Airbus currently having a slight lead. The market shares of other manufacturers are comparatively low, highlighting the strong duopoly structure in the industry.

Boeing's moat:

Boeing has a significant moat, which consists of several factors:

1. Technological lead and innovation: Boeing continuously invests in research and development to make its aircraft more efficient and environmentally friendly. This secures the company a technological advantage.

2. Long-term customer relationships: Boeing has built strong relationships with airlines worldwide over decades, leading to recurring orders.

3. Economies of scale: As one of the largest aircraft manufacturers, Boeing can benefit from significant economies of scale, enabling cost reduction and competitive pricing.

Compared to its competitors, Boeing has a strong moat, especially in the wide-body aircraft segment. However, Airbus is a serious competitor with a comparable moat, particularly due to its strong product line and innovation capabilities.

Smaller manufacturers like Embraer and Bombardier have specialized niche markets in which they are successful, but they do not have the same global reach and market presence as Boeing and Airbus. COMAC and Mitsubishi are trying to enter the market but are facing technological and regulatory challenges that weaken their moat.

Revenue 2024: 86.6 billion USD
Order backlog: 411 billion USD (end of 2024)
R&D expenses 2024: 3.2 billion USD

Boeing achieved a revenue of 86.6 billion USD in 2024, indicating a recovery of the aviation industry after the pandemic. The high order backlog of 411 billion USD shows strong demand for their products, especially in the commercial aircraft sector.

Investments in research and development amounted to 3.2 billion USD, indicating a continuous focus on innovation and product improvement. This could help Boeing to be successful in the long term in a competitive market.

Additionally, Boeing has implemented measures for cost control and efficiency improvement to enhance margins. These strategic initiatives could strengthen the company financially in the coming years and increase its competitiveness.

Overall, Boeing could be an attractive option for long-term investors, especially considering the strong order backlog and strategic investments in research and development.

Dividend: No payout (2025)

Boeing has suspended dividend payments since 2020 to cope with the financial challenges arising from the COVID-19 pandemic and the 737 MAX crisis. Until 2025, the company has not resumed dividend payments as it continues to focus on stabilizing its finances and repaying debts.

The reliability of dividend payments is currently not assured as Boeing prioritizes financial recovery and investments in the future. Analysts expect Boeing to resume dividend payouts only when the financial situation has significantly improved.