Boeing (BA) Stock Price Drivers

Stock Price Drivers Commercial Aircraft Aircraft manufacturers depend on new orders from airline carriers and militaries around the world. Recent increase in demand in the Middle East and Africa combined with record orders at the Paris Air Show and US airlines profitability is leading to new orders by carriers that are resulting in earnings for Boeing. The company currently has a seven year backlog for its 737 narrow-body and a 3.5 year backlog for its 787 wide-body planes. Domestic RPMS a measure of airlines profitability, and Boeing's EPS are positively correlated. Domestic RPM vs. BA EPS Domestic RPMS BA EPS $1.6 160,000 $1.4 $1.2 140,000 $1 120,000 $0.8 1QFY11 3QFY11 1QFY12 3QFY12 1QFY13 BIDNESS SOURCES: Company Data, SEC filings, Bloomberg Professional Services Etc. DISCLAIMER: Bidness Etc(TM) and related marks are owned by Bidness Etc. Any other trademarks appearing on this website are the property of their respective owners, and are not used to indicate the origin of goods or services offered or provided by Bidness Etc herein or to suggest approval for or affiliation with Bidness Etc. (million miles)