Boeing demonstrated robust November order inflow, led by strong 777X and 787 wide-body demand, with 164 gross orders and 126 net orders valued at $17 billion. BA's deliveries declined sequentially as 737 MAX inventory was depleted, but year-to-date deliveries and order backlog remain substantially above prior-year levels. The completed Spirit AeroSystems acquisition enhances BA's control over 737 MAX quality and supply chain, supporting sustainable production increases and future cash flow improvement.
The lawsuit underscores the potential legal liability facing the industry as it grapples with a surge in fume events in recent years.
Boeing is at a cyclical bottom, with negative equity and losses, but a major turnaround is likely as production and demand recover. Global air travel demand has fully rebounded, yet BA and Airbus revenues remain far below 2018 levels, indicating massive pent-up aircraft demand. Regulatory restrictions on the 737 MAX are lifting, 787 Dreamliner issues are resolved, and the 777X certification could unlock significant revenue upside by 2026.
| Aerospace & Defense Industry | Industrials Sector | Robert K. Ortberg CEO | XSGO Exchange | US0970231058 ISIN |
| US Country | 172,000 Employees | 6 Mar 2020 Last Dividend | 9 Jun 1997 Last Split | - IPO Date |
The Boeing Company, a paramount entity in the aerospace and defense sector, operates globally, engaging in the design, development, manufacturing, sale, service, and support of commercial jetliners, military aircraft, satellites, missile defense systems, human space flight, and launch systems. Encompassing a broad spectrum of operations through its Commercial Airplanes; Defense, Space & Security; and Global Services segments, Boeing has cemented its position as a leader in the industry. Founded in 1916, and with its headquarters in Arlington, Virginia, the company showcases a rich history of innovation and expertise in aviation and space exploration.
Boeing's expansive portfolio is structured into several key segments, each focused on addressing distinct markets and customer requirements: