Boeing Airplane Orders And Deliveries Take Off Despite Delays
Summary
Boeing stock declined nearly 7% amid certification delays and potential additional charges on the 777X program.
BA continues to see strong momentum in airplane orders and deliveries, with August orders driven by wide-body models like the 777X and Dreamliner.
Deliveries are up significantly year-over-year, but future growth now relies on production rate increases as pre-built inventory declines.
Despite certification and production challenges, BA's improving delivery flows and robust backlog signal ongoing customer confidence and operational progress.
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The Boeing Company (NYSE:BA) stock has lost nearly 7% since my last report. The decline followed comments from Kelly Ortberg signaling that the certification is behind schedule. In my view, the addition of the fifth test airplane to the
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This article was written by
Dhierin-Perkash Bechai is an aerospace, defense and airline analyst.
Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more.
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