Boeing (NYSE: BA) opened in the green this morning after Jay Malave, its chief financial officer, confirmed at a UBS conference that the company's recovery is "in full force. ...

Question-and-Answer SessionJesus MalaveExecutive VP of Finance & CFO Yes. So I joined the company in mid-August and immediately moved to the Seattle area. We were talking about before. I'm actually in Bellevue. And that gives me an opportunity to spend a lot of time in our factories in Washington, Renton, Everett. A couple of weeks ago, I was in our Auburn, Washington facility. And it gives me the opportunity through repetition to really understand what's happening day-to-day in our operations, which is imp ...

Boeing - Boeing expects to return to positive annual free cash flow in 2026, projecting low single-digit billions after a $2 billion cash burn in 2025, marking a significant recovery milestone [1][2] - The CFO highlighted a steadier production cadence, particularly for the 737 Max and 787 Dreamliner, while working down the inventory of undelivered jets that has impacted cash flow [3] - The certification for the 777X is now targeted for 2027, which is over seven years late, and Boeing incurred a $4.9 billion charge due to slower flight testing [4] - Analysts expect Boeing to generate $2.46 billion in free cash flow next year, an improvement from the current year's outflow, although cash flow expectations have been cut due to 777X delays [5] Memory Stocks - Western Digital's price target has been raised to $200 from $180, driven by a strong supply-demand backdrop and sustained pricing momentum, particularly supported by cloud enterprise and AI workloads [7][8] - Seagate's price target has also been increased to $320 from $275, maintaining a buy rating, reflecting similar bullish sentiment as with Western Digital [8] Eli Lilly - Bank of America has reiterated a buy rating on Eli Lilly, raising the price target to $286 from $950, indicating over 20% upside potential [9][10] - Eli Lilly is viewed as a leader in GLP-1 drugs for obesity and diabetes, with a strong pipeline expected to drive significant growth [10][11] - The anticipated launch of an oral GLP-1 drug in early 2026 is seen as a major bullish catalyst, with FDA advancements through phase three trials [11][12]

The new executive made positive comments about free cash flow. ...

Core Viewpoint - Boeing is optimistic about its business outlook for 2026, expecting increased deliveries of its 737 and 787 jets, which will significantly impact cash flow and productivity improvements [1][2]. Group 1: Financial Performance - Boeing's stock rose over 6% following positive comments from the CFO regarding future deliveries [2]. - The company anticipates positive free cash flow in the "low single digits" for the upcoming year, marking a potential turnaround as it has not reported an annual profit since 2018 [2]. - Cash margins are expected to receive a "pretty significant boost" through 2030 due to higher productivity [3]. Group 2: Delivery and Production - Boeing is on track for its highest annual delivery total since 2018, driven by a strong delivery pace in October [4]. - The company returned to cash-positive territory for the first time in nearly two years in October, attributed to increased jetliner deliveries [4]. - The Federal Aviation Administration's lifting of restrictions has allowed Boeing to expedite the certification of some 737 Max and 787 Dreamliner planes [4]. Group 3: Future Expectations - The certification for the 737-10 aircraft, which has faced delays, is expected to be completed later in 2026 [2]. - CEO Kelly Ortberg noted that the company is beginning to see positive changes in its business, including reduced quarterly losses [3].

Group 1 - Boeing's CFO Jay Malave stated that the company's recovery is "in full force" during the UBS Global Industrials and Transportation Conference [1] - November deliveries for Boeing are expected to be "a little light" due to the holiday season [1] - Boeing's sales in November fell compared to the previous two years, with 44 deliveries reported [2]

Boeing expects higher deliveries for its 737 and 787 jets next year, its finance chief said on Tuesday, sending shares of the planemaker up about 6% in morning trading. ...

Boeing expects to generate cash on an annual basis in 2026, marking a significant turnaround in the planemaker’s finances as it prepares to boost monthly production rates and pushes ahead with certification for the much-delayed 777X jetliner https://t.co/Avyx21subs ...

Airbus is assessing the impact on year-end deliveries of a newly discovered fuselage quality issue on some of its A320 jets after it led to "weak" November handovers, CEO Guillaume Faury told Reuters ... ...

Space Industry Activity - Falcon 9 发射了 27 颗星链 (@Starlink) 卫星 [1] Launch Information - 发射地点位于加利福尼亚 [1]