Airbus Performance and Market Position - Airbus finished the year with a backlog of 8,658 aircraft, significantly higher than Boeing's 5,499 as of November [1] - Airbus delivered 766 commercial aircraft in 2024, four short of its revised target of 770, down from an initial target of 800 due to supply-chain constraints [3][8] - Airbus likely delivered about twice as many planes as Boeing, which delivered 318 jets by the end of November [2][3] - Airbus' share price rose 14% in 2024, while Boeing's stock fell 31%, making Boeing the biggest loser in the Dow Jones Industrial Average [4] Boeing's Challenges and Market Position - Boeing delivered 318 jets by the end of November, significantly fewer than Airbus [2] - Despite its struggles, Boeing's market cap remains around $128 billion, nearly the same as Airbus' [7] Supply Chain and Production Issues - Airbus faced persistent supply chain issues, particularly in engines, aerostructures, and cabin equipment, leading to a reduction in its 2024 delivery target from 800 to 770 planes [5] - Airbus delayed plans to increase production of the A320neo family due to these supply chain challenges [5] - Airbus managed to reach its delivery target with a strong end-of-year push, delivering 123 planes in December compared to an average of 58 in the preceding 11 months [6] Future Outlook and Analyst Predictions - Airbus is set to provide guidance for 2025 deliveries when it reports earnings next month, with Bank of America analysts expecting the guidance to be between 800 and 810 planes [6] - Bank of America is bullish on Airbus, naming it one of its 25 stocks for 2025 [9] - Airbus' primary focus is expected to be on its integration with Spirit AeroSystems, aiming to stabilize fuselage production [9]

Boeing's Performance in 2024 - Boeing's shares declined by 32.1% in 2024, reflecting a challenging year marked by operational issues, labor disputes, and management changes [1] - The company faced significant cash outflows and disappointing airplane deliveries, particularly for the 737 MAX [1] Commercial Aerospace Challenges - A high-profile door plug blowout on a Boeing 737 MAX raised safety and quality concerns, leading to slowed deliveries in the spring [2] - A protracted labor dispute resulted in strikes and production shutdowns, preventing Boeing from achieving its target of 38 monthly 737 MAX deliveries [3] - The 777X program faced further delays, with the first delivery now expected in 2026, increasing costs and tying up cash in inventory [4] Defense Segment Struggles - Boeing Defense, Space & Security (BDS) faced ongoing supply chain pressures and incurred charges on fixed-price development programs procured during less inflationary times [5] Leadership Changes and Future Outlook - Industry veteran Kelly Ortberg replaced Dave Calhoun as CEO in August 2024, and Ted Colbert stepped down as BDS CEO in September [6] - Despite challenges, Boeing secured a large 737 MAX order from Pegasus Airlines, indicating continued airline confidence [7] - The company has a multiyear backlog of 737 MAX orders and remains optimistic about demand for widebodies like the 777X [7] - If execution improves under Ortberg, Boeing could see a strong 2025 and work toward developing a new plane by 2035 [8]

A Delta Boeing 737 and an American E175 taxi at LaGuardia in May 2024. (Photo by Charly Triballeau ... [+] )AFP via Getty ImagesIn 2024, Boeing shares fell 32% while United Airlines shares gained 135%, easily eclipsing the performance of equities in the six other major U.S. airlines.Neither scenario is likely to be repeated in 2025, says a top Wall Street analyst.“My number one pick in every sector is Boeing,” Stephanie Link, chief investment strategist and portfolio manager at Hightower Advisors, said Tues ...

ARLINGTON, Va., Jan. 8, 2025 /PRNewswire/ -- The Boeing Company [NYSE: BA] will release its financial results for the fourth quarter of 2024 on Tuesday, January 28. President and Chief Executive Officer Kelly Ortberg and Executive Vice President and Chief Financial Officer Brian West will discuss the results and company outlook during a conference call that day at 10:00 a.m. ET. The event webcast link is available on the Events and Presentations section of www.boeing.com/investors where the news release and ...

Now that the 2024 trading year is over, all the biggest investment banks and brokers are starting to roll out their reports and views to align themselves with what 2025 might bring. These outlooks and opinions are often the foundation and benchmark used by clients and other Wall Street players in the industry, so it is more important than ever for retail investors to keep them in mind. In their 2025 macro outlook report, Goldman Sachs analysts expect many rotations to take place in the broader market, thoug ...

Group 1: Trump's Energy Policy - Donald Trump aims to increase domestic oil and gas production through reforms in energy permitting and increased fracking on federal lands [1] - Chris Wright, CEO of Liberty Energy Inc., has been nominated to lead the Department of Energy, indicating a focus on boosting domestic drilling [2] Group 2: United Airlines - Lower fuel costs from increased domestic oil production would improve United Airlines' cost per available seat mile (CASM), enhancing efficiency and profitability [2] - United Airlines' Q3 2024 cash flow improved by 70% year-over-year, driven by solid cost management and robust demand [3] - The airline's CASM rose by 0.1% year-over-year, while CASM-ex increased by 6.5% year-over-year, indicating effective cost control [3] - United Airlines expects Q4 2024 EPS guidance of $2.50 to $3.00, aligning with consensus estimates of $2.76 [4] Group 3: Royal Caribbean - Lower fuel costs would significantly boost margins for Royal Caribbean, where fuel costs account for 7% to 15% of operating expenses [5] - Royal Caribbean reported Q3 2024 EPS of $5.20, exceeding consensus estimates by 17 cents, with revenues increasing by 17.5% year-over-year to $4.89 billion [7] - The company anticipates full-year 2024 EPS guidance of $11.57 to $11.62, consistent with consensus estimates [8] Group 4: Boeing - Lower fuel costs are expected to enhance airline profits, encouraging new aircraft orders from Boeing [10] - Boeing faced a challenging 2024 due to a costly union strike but maintains a significant backlog of over half a trillion dollars in demand for passenger planes [9] - Boeing's stock forecast indicates an 11.34% upside, with a 12-month price target of $192.21 based on 23 analyst ratings [10]

The Boeing Company (BA) recently clinched a contract for the production of the F-15 Eagle Passive Active Warning Survivability System (“EPAWSS”). The deal is expected to be completed by Dec. 31, 2030.Details of the DealValued at $615.8 million, the contract has been awarded by the Air Force Life Cycle Management Center, Wright-Patterson Air Force Base, OH. Per the terms, Boeing will provide Group A and B kits, system engineering program management and interim contractor support lay-in material. The work rel ...

Boeing's Current Challenges - Boeing's share price fell 31% in 2024, making it the worst performer on the Dow Jones Industrial Average [3] - The company faced scrutiny after a door plug came off an Alaska Airlines 737 Max in midair in January 2024 [3] - A seven-week strike further limited aircraft production, compounding Boeing's problems [3] Historical Context and Recent Developments - Boeing last announced a new plane model over 20 years ago, the 787 Dreamliner, which entered commercial service in 2011 [4] - Since then, Boeing has focused on updating previous models, such as the 737 Max, which has faced significant issues [5] - The 737 Max suffered two crashes in 2018 and 2019, resulting in 346 deaths, partly due to issues with the MCAS software [5] Industry Competition and Future Plans - The 737 Max program was reportedly hurried to compete with Airbus' A320neo, which broke records at the 2011 Paris Air Show [6] - Boeing's next plane, the 777X, a modernized version of the 777, has faced certification delays, with its entry into service pushed back to 2026 [7] Call for Innovation and Morale Boost - Former Boeing CEO Phil Condit has called for the company to start designing a new plane as soon as possible to change its fortunes [1] - Condit emphasized that working on a new plane could boost employee morale, as people come to work because they care about what they are doing [2][8] - The resolution of the recent strike included a commitment that Boeing's next commercial airplane would be built in the Seattle area if a new program is launched during the term of the agreement [3]

Transportation Secretary Pete Buttigieg shared his thoughts on Boeing."What we really need to see is a pretty profound culture change," he told Bloomberg.He also said he hopes the next administration will prioritize Boeing's progress.Boeing has more work ahead to change its culture, Pete Buttigieg, the outgoing transportation secretary, said in two Monday interviews.AD "What we really need to see is a pretty profound culture change that will be ultimately proven out by the results, and that's results over ...

The Boeing Company logo appears on a smartphone screen in this illustration photo in Reno, United ... [+] States, on December 30, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)NurPhoto via Getty ImagesBoeing stock (NYSE: BA) had a tough 2024. BA stock lost about 32% over the year, underperforming the broader S&P 500 index, which gained 23% for the year. While other aerospace stocks have done well, with GE stock rising 65% and Airbus ADR up 5%, Boeing has itself to blame for the headwinds it faced la ...