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 ...

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. ...

Core Viewpoint - Curtiss-Wright Corporation has secured a significant defense contract with Boeing to supply mission computer technology for the U.S. Air Force's C-17 Globemaster III fleet modernization program, with an estimated lifetime value exceeding $400 million [2][4]. Group 1: Contract Details - The contract involves providing mission computer technology for the C-17 Flight Deck Obsolescence and Technology Refresh program [2]. - The estimated lifetime value of the contract is over $400 million [2]. Group 2: Deliverables - Curtiss-Wright will deliver Modular Open Systems Approach (MOSA)-aligned mission computers for integration into the C-17 aircraft fleet [3]. - The systems are designed to enhance computing performance and support the U.S. Air Force and allied partners throughout the aircraft's planned service life [3]. Group 3: Management Commentary - Lynn M. Bamford, Chair and CEO of Curtiss-Wright, emphasized the importance of their rugged, modular mission computing technology in supporting the long-term readiness of the C-17, which is vital for global logistics and mobility operations [4]. - The scalable, MOSA-aligned solution is intended to adapt to future mission needs, ensuring availability and performance for decades [4]. Group 4: Strategic Context - The C-17 has been a cornerstone of U.S. Air Force strategic airlift operations since the early 1990s, crucial for global transport [4]. - The work will be conducted within Curtiss-Wright's Defense Electronics segment [4]. Group 5: Price Action - Curtiss-Wright shares increased by 1.48%, reaching $658.92 at the time of publication [5].