Boeing(US:BA) 智通财经网·2025-10-18 02:09Core Viewpoint - The FAA has approved Boeing to increase the monthly production limit of the 737 MAX to 42 units, up from the previous cap of 38, which is crucial for improving the company's financial health and addressing safety and quality concerns [1] Production and Safety - The FAA implemented the production limit after a serious incident involving a new Alaska Airlines 737 MAX 9, where critical bolts were missing, leading to a significant safety issue [1] - Boeing plans to accelerate production in response to the FAA's approval, with the company expressing appreciation for the collaborative efforts to ensure safety and quality during this increase [2] Supply Chain and Inventory - Boeing is facing greater supply chain pressures than before, with challenges in components such as wings, castings, engines, and interiors [2] - The company has accumulated $11 billion worth of raw materials, compared to $6.4 billion in 2018, when it produced over 50 737 aircraft monthly [3] - Boeing's current debt stands at $53 billion, a significant increase from approximately $12 billion in 2018 [3] Regulatory Environment - The FAA has partially restored Boeing's authority to issue airworthiness certificates for the new 737 MAX and 787 aircraft after previous revocations due to fatal accidents and production quality issues [3] - In September, the FAA imposed a $3.1 million fine on Boeing for a series of safety violations identified at its facilities [3][4]