Boeing: Quietly Setting Up The Next Production Surge After A Surprise Delta Win

Core Insights - Boeing is entering 2026 with significant momentum due to strong airplane order inflow in 2025 and the annualized effects of production rate increases [2] Group 1: Company Performance - Boeing can no longer rely on a strong delivery flow from inventory, indicating a shift in operational strategy [2] Group 2: Analyst Background - The analysis is provided by an aerospace, defense, and airline analyst with a background in aerospace engineering, focusing on investment opportunities in the aerospace sector [2]