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Here's Why You Should Add Boeing (BA) to Your Portfolio

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The Boeing Company (BA - Free Report) has been witnessing an upward estimate revision in the past 90 days, which reflects analysts’ optimism in the stock. The Zacks Consensus Estimate for earnings in 2019 moved up 4.53%.

Shares of Boeing have rallied 7.7% in the past 12 months against the industry’s decline of 4.0%.

 



Let’s focus on the factors that make Boeing an attractive stock to invest in.

Zacks Rank & Surprise History

The stock currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Boeing pulled off average positive earnings surprise of 28.01% in the last four quarters.

Growth Projections

The Zacks Consensus Estimate for earnings in 2019 is pegged at $18.22, reflecting a year-over-year increase of 21.06%. The Zacks Consensus Estimate for revenues in 2019 is pegged at $106.8 billion, reflecting a year-over-year increase of 7%. The company has an estimated long term earnings growth rate of 13.3%.

VGM Score

Boeing has a VGM Score of B. Here V stands for Value, G for Growth and M for Momentum, with the score being a weighted combination of all three factors. Back-tested results show that stocks with a VGM Score of A or B,
coupled with a bullish Zacks Rank, are best investment options.

Single-Aisle Jets to Drive Growth

Per Boeing's latest commercial market outlook (CMO), the company anticipates that the world will need 42,730 new planes worth $6.35 trillion between 2018 and 2037. Boeing expects single-aisle jets to continue to be the major driver behind demand growth, comprising 73.4% of the total projection. This translates into worldwide demand for 31,360 single-aisle jets worth $3.48 trillion in the next 20 years. To this end, the company continues to expect its 737 and 787 Dreamliners to remain major growth catalysts in the single-aisle jet market.

Strong Backlog Aids Prospects

Boeing’s backlog at the end of third-quarter 2018 increased to $491.2 billion from $488 billion registered at the end of the second quarter. The reported backlog included $28 billion of net orders during the quarter under review. Such strong backlog is certainly expected to boost future growth prospects of the company.

Stocks to Consider

A few other top-ranked companies in the same sector are AeroVironment, Inc. (AVAV - Free Report) , Northrop Grumman Corporation (NOC - Free Report) and Heico Corporation (HEI - Free Report) .

While AeroVironment and Northrop Grumman currently sport a Zacks Rank #1, Heico carries a Zacks Rank #2 (Buy).

Long-term earnings growth of AeroVironment, Northrop Grumman and Heico is pegged at 25%, 14.80% and 12.10%, respectively.

For 2019, The Zacks Consensus Estimate for earnings for AeroVironment, Northrop Grumman and Heico has moved up 33.3%, 0.7% and 4%, respectively, in the past 90 days.

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