Let's start with deliveries. Last month for uh Boeing because of the importance of the 737 Max production increasing and deliveries increasing. For the month of October, Boeing delivered 53 airplanes.39 of those were 737 Maxes. Remember, they were at 38 per month. Now they're moving up to 42.So that's a sign that they had the production supply chain ready to ramp up. Total deliveries for the year, 493. on pace for the best year since 2018 for annual deliveries.A light month for orders, just eight for the mo ...

Core Points - Boeing plans to invest over $1 billion to expand its 787 Dreamliner factory in South Carolina to double the production capacity in response to global demand growth [1] - The expansion is expected to create over 1,000 jobs within five years, nearly doubling the current workforce of approximately 8,200 employees at the facility [1] - Boeing's total investment in the South Carolina facility is projected to reach about $3.5 billion over 15 years [1] - The new assembly line is expected to be operational by 2028, with a production target of around 16 Dreamliners per month, exceeding pre-pandemic peak levels [1] - Analysts indicate that this move will help Boeing capitalize on record orders for its 787 and 737 Max projects, but caution that the company remains dependent on a strained supply chain for critical materials [1] - Boeing is currently addressing quality issues at the South Carolina plant, where inspections have revealed minor structural defects in some aircraft [1] Additional Information - U.S. Treasury Secretary and South Carolina Governor attended the groundbreaking ceremony, highlighting Boeing's CEO's praise for President Trump’s role in promoting aircraft sales [2] - Boeing plans to begin hiring mechanics, engineers, and logistics experts next summer to support the increased production, with new employees undergoing a year of training before production scale-up [2] - Despite controversies surrounding delays in the delivery of the "Air Force One" aircraft, Trump has been one of Boeing's most vocal supporters [2]

Group 1: Market Overview - The recent broad market pullback has prompted traders to seek buying opportunities in weakened stocks [1] - The absence of criminal charges against Boeing is viewed as a positive catalyst, alongside the ramp-up of 737 Max and Dreamliner production, which could lead to improved free cash flow [2] Group 2: Company Insights - Boeing is considered a potential buy due to its favorable market position and upcoming production increases [2] - Dell's stock has decreased significantly, making its current multiples attractive for investment, especially in the context of AI [7][8] - Meta is also highlighted as a buying opportunity, despite its cash position being less than its debt, indicating a low valuation at 21 times earnings [8] Group 3: Sector Analysis - The data center sector is experiencing growth, particularly in Virginia, Texas, and Ohio, where significant capital expenditures are being made [4][5] - Gold miners have seen a pullback of 14% recently, but the long-term uptrend in gold prices remains intact, suggesting a favorable environment for mining investments [11][12]

Boeing will avoid criminal charges over two fatal 737 Max crashes after a Texas judge cleared a US settlement requiring the planemaker to pay $1.1 billion in fines and compensation to victims’ families https://t.co/GUKC1mXt1z ...

Welcome to Yahoo Finance's flagship show, The Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today.First off, Nvidia set to open with a $5 trillion valuation. This will be the first ever company to reach that milestone. The stock did close at a record high on Tuesday after announcing a slate of new technologies and partnerships at its GTC event in Washington DC.analysts this morning saying CEO Jensen Wang's keynote speech there hinted at higher thanex expected data center rev ...

Let's take a look at shares of Boeing. The company reported results a short time ago this morning. It is now down by about one and a quarter percent.The company taking a near5 billion hit on its 777X program. A delay in terms of delivering the first aircraft. Joining us right now is Christine Lag.She is Morgan Stanley's senior aerospace and defense equity analyst. And Chris Christine, a lot of moving pieces with these earnings. Um some things to really feel good about.They were free free cash flow positive ...

Core Insights - Boeing's stock is down approximately 1.25% following the announcement of a nearly $5 billion charge related to the 777X program, which has faced delays in aircraft delivery [1][4] - The company reported positive free cash flow for the first time on a quarterly basis in 2023, with a revenue increase of 30% [2] - Boeing's backlog in commercial airplanes has risen to nearly $100 billion compared to December 2024, indicating strong demand [2] - The company achieved record deliveries of 160 airplanes in the quarter, the highest since 2018, reflecting positive operational momentum [3] Financial Performance - Boeing's earnings report highlighted a significant $5 billion charge for the 777X program, which was higher than the anticipated $4 billion, raising concerns about its long-term cash generation capabilities [4] - Despite the non-cash nature of the charge, it may have multi-year implications for cash flow, contributing to negative market sentiment [4] - The FAA certification process has been slower than expected, which has compounded the delays in the 777X program [4][5] Market Position and Outlook - The 777X program was initially expected to enter service in 2020, but delays have shifted focus away from it, especially as the company worked on resolving issues with the 737 Max and 787 [5][6] - Boeing's stock has performed well this year, up 44%, but the current challenges with the 777X program have led to a neutral rating from analysts, indicating a balanced risk-reward scenario [6] - Analysts suggest focusing on suppliers to Boeing, such as Helmet (HWM) and RTX, which may benefit from increased production rates of the 737 Max and 787 without being affected by the 777X issues [7]

Boeing on Wednesday reported rising revenue, lower losses, and positive free cash flow in its third quarter. Still, a fresh, almost $5 billion charge in relation to its delayed 777X jet suggests that the company’s long-promised turnaround remains a work in progress — as if the skies are clearing, but not yet quite clear. Top-line revenue rose 30% over last year to more than $23 billion, driven by strong commercial deliveries — the company’s highest quarterly total since 2018. The plane maker also generate ...

Financial Performance - Boeing reported a wider than expected loss of $747 per share for Q3, compared to street estimates of $459 per share [1] - Revenue exceeded expectations at $27 billion, a 2327% increase [2] - Operating cash flow improved to $112 billion, compared to negative $135 billion a year ago [2] - Boeing reported positive free cash flow of $236 million for the first time since Q4 2023, a significant improvement from negative $196 billion in Q3 2024 [3] - Boeing commercial airplanes reported a loss of $535 billion, compared to a loss of $4 billion last year [4] - The defense division posted a profit of $114 million, a swing from a loss last year [4] Program Updates & Outlook - Boeing is taking a $49 billion charge for its 77X program due to certification delays [4] - The entry into service for the 77X is officially delayed until 2027 [4][5] - Certifications for the 737 Max -7 and -10 derivatives are expected next year [5]

Core Insights - Boeing reported a larger than expected loss of $747 per share for the third quarter, significantly higher than the street's expectation of $459 [1] - Revenue exceeded expectations at $27 billion, showing operational improvement with operating cash flow of $1.12 billion compared to a negative $1.35 billion a year ago [2] - The company achieved positive free cash flow of $236 million for the first time since Q4 2023, a significant improvement from a negative $1.96 billion in Q3 2024 [3] Financial Performance - Boeing's commercial airplanes division reported a loss of $5.35 billion, worsening from a loss of $4 billion last year [4] - The defense division posted a profit of $114 million, a turnaround from a loss in the previous year [4] Charges and Delays - Boeing is taking a $4.9 billion charge related to its 777X program, which was higher than some analysts anticipated [4] - The entry into service for the 777X has been officially delayed until 2027, confirming earlier speculation [5] Future Outlook - Certifications for the next derivatives of the 737 Max, the -7 and -10 models, are expected next year [5]