Core Insights - Boeing Company is experiencing steady progress in its commercial airplane segment due to rising demand for aircraft and increasing global air traffic, prompting airlines to expand their fleets significantly [1][8] Commercial Aircraft Deliveries - In Q2 2025, Boeing's commercial aircraft deliveries improved by 63% year over year, primarily driven by a 49% growth in 737 deliveries [2] - In Q1 2025, deliveries soared by 56.6%, with 737 delivery growth at 57.6%, leading to an 81% and 75% year-over-year growth in commercial unit revenues for the first two quarters of 2025 [2][8] Order Book and Future Prospects - A strong order book is expected to sustain Boeing's commercial jet business growth, with recent contracts including Cathay Pacific's order for 14 additional 777-9 aircraft, Gulf Air's agreement for 12 787 Dreamliner jets, and Qatar Airways' historic order for 210 widebody jets [3][4] - Boeing is in discussions with Chinese officials to potentially sell up to 500 jets, which could become one of the largest deals in aviation history [4] Industry Context - Other aircraft manufacturers like Airbus and Embraer are also benefiting from rising air travel, with Airbus delivering 306 commercial aircraft in the first half of 2025 and Embraer delivering 57 commercial aircraft in Q2 2025 [5][6] - Airbus has a backlog of 8,754 commercial aircraft as of June 2025, while Embraer's commercial aviation unit has a record backlog of $13.1 billion [5][6] Stock Performance and Valuation - Boeing's shares have increased by 32.5% over the past year, outperforming the Zacks aerospace-defense industry's growth of 11.4% [7] - The company is currently trading at a forward 12-month sales multiple of 1.87X, which is approximately an 18.7% discount compared to the industry average of 2.30X [9]