If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Boeing (NYSE: BA ) stock has had a good run since my analysis discussing Q3 2025 results, gaining nearly 25%, while the S&P 500 gained only 1.6%. In my view, Boeing is currently laying the foundation, and most ofDhierin-Perkash Bechai is an aerospa ...

智通财经APP获悉，周四，波音(BA.US)涨逾3%，报245.03美元。消息面上，波音公司一名高管在西雅 图北部举行的一次会议上表示，波音计划在未来几年内将核心产品737系列客机的月产量提高至63架。 波音737项目负责人Katie Ringgold周二在太平洋西北航空联盟会议上表示，公司已在一座传统的宽体机 工厂内安装了支持新737总装线的工装设备，并正在招聘机械师和工程师，准备在今年年中启动生产。 她表示，这款窄体客机的产量在未来18个月内应增长约15%。保持737客机生产节奏的稳步回升对波音 扭转财务状况和偿还债务至关重要，该机型是波音的关键收入来源。 ...

Core Viewpoint - Boeing has achieved significant quality improvements in its commercial airplane supply chain over the past two years, leading to reduced problem-solving hours and defect rates [1]. Group 1: Supply Chain Improvements - Boeing now spends 40% fewer hours addressing supply chain issues compared to 2024 [1]. - Defects from Spirit AeroSystems, a key supplier, have decreased by 60% since Boeing enhanced quality control inspections in 2024 [1]. Group 2: Strategic Moves - Boeing acquired Spirit AeroSystems in December, which allows for greater control over its supply chain [1]. - The return of Spirit to Boeing is viewed positively by executives, with one stating it was "probably the best thing that's happened in my career" [1]. Group 3: Historical Context - Spirit AeroSystems was originally created in 2005 when Boeing sold parts of its aerostructures production business [1]. - Quality defects from Spirit and other suppliers previously hindered Boeing's efforts to resume jetliner production post-COVID-19 pandemic [1].

波音高级副总裁伊桑・穆尼尔：自2024年3月以来，波音工厂返工工时下降了40%。 来源：滚动播报 ...

We recently published 9 Stocks Jim Cramer Talked About.  The Boeing Company (NYSE:BA) is one of the stocks that Jim Cramer talked about. Aerospace giant The Boeing Company (NYSE:BA)’s shares are up by 35% over the past year and by 7.4% year-to-date. Several analysts have discussed the firm in 2026. For instance, UBS raised the share price target to $285 from $275 and kept a Buy rating in January. The bank outlined that The Boeing Company (NYSE:BA) free cash flow and production processes had improved. Cram ...

Now the financial industry and its allies in the Trump administration are trying to make it harder for Schlichter and others to sue. The industry has lobbied Washington heavily over the issue, and Republican lawmakers in Congress have labeled the plaintiffs’ lawyers “pension predators” who are abusing the retirement system. The Trump administration’s top appellate lawyer filed a brief at the US Supreme Court opposing Schlichter’s position in a recent case, and the Department of Labor withdrew its brief supp ...

Market Overview - The Dow Jones reached a new intraday high of 50512.79 points, closing up 52.27 points or 0.10% at 50188.14 points, while the Nasdaq fell 136.20 points or 0.59% to 23102.47 points, and the S&P 500 dropped 23.01 points or 0.33% to 6941.81 points [1] - The latest retail sales report indicated that consumer spending in December remained flat, below economists' expectations of a 0.4% monthly increase, following a 0.6% increase in November [5] Cryptocurrency - Bitcoin fell below $70,000, down over 2% to $68,698, while Ethereum dropped 4.5% to $2,010 [3] Commodities - WTI crude oil prices decreased by 0.6% to $63.96 per barrel, and Brent crude oil fell by 0.4% to $68.80 per barrel [4] Retail Sales - U.S. retail sales unexpectedly stagnated in December, indicating cautious consumer spending as the holiday season concluded, with 8 out of 13 retail categories showing declines [5] Loan Default Rates - The U.S. loan default rate surged to 4.8%, the highest level since 2017, driven by increased defaults among low-income and young borrowers [6] Federal Reserve Insights - Federal Reserve officials expressed cautious optimism regarding current interest rates, indicating no urgent need for rate adjustments while acknowledging persistent inflation risks [7][8] Corporate Developments - Boeing plans to increase the monthly production of its 737 aircraft to 63 units within the next few years, which is crucial for improving its financial situation [11] - Stellantis is seeking to exit its joint battery venture with Samsung in the U.S., amid efforts to reduce electric vehicle investments and preserve cash [12] Stock Ratings - Morgan Stanley maintains a neutral rating on Tesla with a target price of $415 [13] - Deutsche Bank raised Micron Technology's target price from $300 to $500 [14]

Market Overview - The Dow Jones reached an intraday record high of 50,512.79 points, closing up 52.27 points or 0.10% at 50,188.14 points, while the Nasdaq fell 136.20 points or 0.59% to 23,102.47 points, and the S&P 500 dropped 23.01 points or 0.33% to 6,941.81 points [1] - The latest retail sales report indicated that consumer spending in December remained flat, below economists' expectations of a 0.4% monthly increase, following a 0.6% increase in November [5] Cryptocurrency - Bitcoin fell below $70,000, down over 2% to $68,698, while Ethereum dropped 4.5% to $2,010 [3] Commodities - Gold prices decreased by 0.74% to $5,022.97, with a significant correction following a previous surge, while silver was priced at $80.818 per ounce [3] - WTI crude oil prices fell by 0.6% to $63.96 per barrel, and Brent crude oil dropped by 0.4% to $68.80 per barrel [4] Economic Indicators - The U.S. retail sales unexpectedly stagnated in December, indicating cautious consumer spending as the holiday season concluded, with 8 out of 13 retail categories showing declines [5] - The U.S. loan default rate surged to 4.8%, the highest level since 2017, driven by increased defaults among low-income and young borrowers [6] Federal Reserve Insights - Federal Reserve officials expressed cautious optimism regarding current interest rates, with no immediate need for rate adjustments, while acknowledging persistent inflation concerns [7][8] Corporate News - Boeing plans to increase the monthly production of its 737 aircraft to 63 units, which is crucial for improving its financial situation [11] - Stellantis is seeking to exit its joint battery venture with Samsung in the U.S., amid a strategic shift to conserve cash and reduce electric vehicle-related losses [12] - Morgan Stanley maintained a neutral rating on Tesla with a target price of $415 [13]

Core Viewpoint - Boeing is set to open a fourth 737 MAX production line in Everett, Washington, by mid-summer, as announced by a Boeing executive at the Pacific Northwest Aerospace Association's Advance 2026 conference [1] Company Summary - The new production line will enhance Boeing's manufacturing capabilities for the 737 MAX aircraft [1]

Boeing said on Tuesday that it delivered 46 jets in January, the third highest for that month in the company's history, which included 38 of its best-selling 737 MAX jetliners and five 787 Dreamliners. ...