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What Role Do Global Partnerships Play in Advancing Boeing's Strategy?
ZACKS· 2025-11-20 15:21
Core Insights - Boeing Company is strategically positioned to leverage international collaborations for accessing global markets, sharing R&D costs, and utilizing specialized expertise from its extensive supplier network [1][8] Group 1: Market Position and Demand - Boeing's business is significantly supported by rising demand and its ability to utilize advanced global technologies, relying on a network of over 20,000 partners and suppliers across more than 65 countries [2] - International markets constitute the majority of Boeing's business, with over 70% of its total backlog coming from international customers, and nearly 70% of historical revenues from Boeing Commercial Airplanes sourced from international buyers [3] Group 2: Customer Support and Services - Boeing Global Services is establishing regional hubs, training centers, and MRO facilities in key markets to enhance customer support, leading to faster response times and improved access to spare parts [4][8] Group 3: Financial Performance and Estimates - The Zacks Consensus Estimate indicates a significant improvement in Boeing's EPS, with expected growth of 57.95% for 2025 and 113.14% for 2026 year over year [7] - Boeing's stock trades at a forward 12-month price-to-sales ratio of 1.5X, which is below the industry average of 2.36X, indicating a potential valuation discount [10] Group 4: Stock Performance - Over the past year, Boeing's shares have increased by 27.3%, outperforming the industry's growth of 21.9% [12]