Yes, Industrial Select Sector SPDR Fund (XLI) holds BA with 2.98% (as of 2026-09-23).

The Boeing Company (BA) is held by XLI (2.98%).

What AI bubble is BA in?

The Boeing Company (BA) is mapped to the Robotics / Automation bubble on QuantAbundance. Classifier 2026-05-07: extended tier, corr 0.49 to robotics centroid (29 obs, 2nd: nuclear-smr 0.394). is_primary_bubble=FALSE.

What sector is BA in?

The Boeing Company is classified under GICS Industrials (Aerospace & Defense).

What is BA's last close price?

BA last closed at $197.21 on 2026-09-24.

BA

NYSENext earnings·Oct 28AnalystsStrong Buy·26+39%

The Boeing Company

Industrials · Aerospace & Defense

$197.21last close

-8.3%~252d

Price

-8.32% over 1Y

4 auto-fib

Thesis

as of 2026-09-23

Bull case

Western large-commercial-aircraft duopoly with $AIR; structural demand from a ~20-year global fleet replacement cycle (~40k aircraft) anchors the backlog at >$500B. Near-term equity story is a cash-flow recovery: 737 MAX rate ramp (FAA-capped at 38/mo post Jan-2026 door-plug incident, path to 42 then 47 unlocks ~$10B+ FCF), 787 stabilization at 7/mo, 777X EIS in 2026, and BDS fixed-price loss-program burn-down (KC-46, T-7A, VC-25B, MQ-25, Starliner).

- Duopoly pricing power vs $AIR; backlog of ~5,500 commercial aircraft (~7 years of production)

- 737 MAX rate cap is a binary unlock - each 5/mo step adds material FCF

- BGS services is high-margin (mid-teens) recurring aftermarket on a ~10k-aircraft installed base

- Defense tailwind from FY26 DoD budget + allied F-15EX, P-8, AH-64, CH-47 orders

- Reabsorbed Spirit AeroSystems removes a chronic 737/787 quality + supply-chain risk

Bear case

- ~$54B net debt + investment-grade rating on watch; equity is residual claim after bondholders

- FAA + DoJ overhang from MAX criminal settlement and ongoing production-quality consent

- BDS fixed-price programs have absorbed >$10B in cumulative charges; next charge always plausible

- Spirit reabsorption adds execution + integration cost through 2026

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Analyze BA· interactive tools

Bubbles· capital-flow co-movement

Conviction· in 3 watchlists

Top correlated· 252d co-movement

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Frequently asked questions

Is BA in XLI?: Yes, Industrial Select Sector SPDR Fund (XLI) holds BA with 2.98% (as of 2026-09-23).
What ETFs hold BA?: The Boeing Company (BA) is held by XLI (2.98%).
What AI bubble is BA in?: The Boeing Company (BA) is mapped to the Robotics / Automation bubble on QuantAbundance. Classifier 2026-05-07: extended tier, corr 0.49 to robotics centroid (29 obs, 2nd: nuclear-smr 0.394). is_primary_bubble=FALSE.
What sector is BA in?: The Boeing Company is classified under GICS Industrials (Aerospace & Defense).
What is BA's last close price?: BA last closed at $197.21 on 2026-09-24.

•2026-01: FAA caps 737 MAX production at 38/mo following Alaska Airlines door-plug incident
•2025-Q4: Spirit AeroSystems reacquisition closes (~$4.7B), reabsorbing 737 fuselage production
•2025: USAF E-7 Wedgetail awarded; KC-46 Pegasus deliveries continue under fixed-price loss program
•2024: VC-25B (Air Force One) replacement absorbs additional charges; first delivery slipped to 2027+
•2024: NASA Boeing Starliner Crew Flight Test launched; crew returned via SpaceX Dragon
•2023: Saudia + Riyadh Air orders for 121 787s (~$37B list) - largest 787 order on record
•Ongoing: SLS prime on NASA Artemis program (Block 1, Block 1B core stages)

Key levels

$193.37
0.786 retr of 176.77->254.35 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
+2.0%
$206.41
0.618 retr of 176.77->254.35 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-4.5%
$215.56
0.5 retr of 176.77->254.35 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-8.5%
$224.71
0.382 retr of 176.77->254.35 (52w) · 2026-09-24
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-12.2%

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Facts

Exchange: NYSE
Currency: USD
Market cap: $158.02B
Last update: 2026-09-24

Revenue (TTM)$94.0B

P/E71.7×

P/S1.7×

Net margin2.6%

BA