Key Takeaways Alaska Airlines announced its biggest fleet order, adding 105 737-10s and five 787s.ALK said the 737-10s support growth and replacement needs, while preserving flexibility.Alaska Airlines will expand widebody flying from Seattle to Europe and Asia.Alaska Airlines,a wholly owned subsidiary of Alaska Air Group (ALK) , has grabbed everyone’s eyeballs with its largest-ever aircraft order in its history. Alaska Airlines has agreed to buy 105 new 737-10 aircraft and five new 787 aircraft from The Bo ...

Key Takeaways Boeing shares gained 2.6% in three months, outperforming the aerospace-defense industry's 1.1% rise.Boeing secured Alaska Airlines' largest-ever aircraft order and a $2B U.S. Air Force contract.Boeing trades at a forward P/S of 1.84X, a discount to the aerospace-defense industry's 2.71X average.The Boeing Company’s (BA) shares have rallied 2.6% in the past three months, outperforming the Zacks Aerospace-Defense industry’s growth of 1.1%. The company is seeing growth across its commercial, defe ...

Alaska Airlines is ordering 105 new 737-10 and five new 787 aircraft, exercising all previous 787 options held with Boeing , the companies said on Wednesday. ...

SEATTLE, Jan. 7, 2026 /PRNewswire/ -- Alaska Airlines announced today it is ordering 105 new 737-10 aircraft and five new 787 aircraft – exercising all previous 787 options held with Boeing. The airline also secured rights for an additional 35 737-10 aircraft. This order – representing the largest order in the airline's history – secures critical delivery slots and extends the aircraft delivery stream through 2035. Continue Reading This order brings Alaska's total orderbook with Boeing to 245 aircraft, in a ...

Investment Rating - The report maintains a "Buy" rating for Boeing with a target price of $240.00, representing a potential upside of 16.79% from the current stock price of $205.50 [2][30]. Core Insights - The recovery of cash flow is driven by increased aircraft deliveries, with production rates for the 737 and 787 expected to rise [3][7]. - The delivery schedule for the 777X is critical for the company's cash flow recovery, with expectations for cash flow breakeven around 2028 [7][13]. - Boeing's commercial aircraft segment (BCA) reported a revenue increase of 49.1% year-over-year, although it still faced significant operating losses due to delays in the 777X project [17][24]. Financial Summary - For the fiscal year ending December 31, 2023, Boeing's actual revenue was $77.794 billion, with a projected revenue of $88.078 billion for 2025, reflecting a growth of 32.41% [5]. - The company reported a GAAP net loss of $53.4 billion for Q3 2025, translating to a loss of $7.14 per share, which was worse than market expectations [9][30]. - The operating loss for the commercial aircraft segment was $53.5 billion, primarily due to the 777X delays, with a significant impact on the operating profit margin [17][24]. Production and Delivery Outlook - Boeing expects to increase the production rate of the 737 MAX to 42 units per month by October 2025 and plans to enhance the production capacity of the 787 to support a rate of 12-14 units per month [7][22]. - The total backlog for commercial aircraft exceeds 5,900 units, valued at approximately $534.6 billion, indicating strong future demand [20][30]. Segment Performance - The Defense, Space & Security (BDS) segment generated $6.9 billion in revenue, a year-over-year increase of 24.7%, with stable order growth [24]. - The Global Services (BGS) segment reported $5.37 billion in revenue, up 9.6% year-over-year, driven by increased maintenance orders from commercial airlines [27].

Group 1: Boeing Financial Performance - Boeing reported Q3 2025 revenue of $23.27 billion, a 30% year-over-year increase, exceeding Bloomberg consensus of $21.9 billion[6] - The company experienced a GAAP net loss of $5.34 billion, translating to a loss of $7.14 per share, which was worse than the expected loss of $2.31 per share[6] - Operating cash flow for the quarter was $1.12 billion, with free cash flow turning positive at $240 million, marking the first positive cash flow since Q4 2023[6] Group 2: Production and Delivery Outlook - Boeing's BCA segment revenue reached $11.09 billion, up 49.1% year-over-year, despite an operating loss of $5.35 billion[7] - The production rate for the 737 MAX is expected to increase to 42 aircraft per month by October 2025, with capital expenditures projected to rise in 2026 to support a 12-14 aircraft monthly production rate for the 787[7] - The delivery schedule for the 777X is critical for the company's cash flow recovery, with expectations of breakeven cash flow around 2028[8] Group 3: Valuation and Rating - The target price for Boeing is set at $240.00, representing a 16.79% upside from the current price of $205.50[5] - A DCF model was used for valuation, with a WACC of 8.5% and a perpetual growth rate of 2%[9] - The company maintains a "Buy" rating based on projected production and delivery improvements from 2025 to 2027[9] Group 4: Risks and Challenges - Risks include slow consumer confidence recovery due to accidents, competition from Airbus A320Neo and A350 affecting market share, and geopolitical tensions between the US and China[10]

Core Insights - Boeing Company (NYSE:BA) is recognized as one of the 12 Best Performing Dow Stocks in 2025 [1] - Goldman Sachs maintains a Buy rating on Boeing with a price target of $257, citing strong monthly delivery figures and a substantial aircraft order inventory [2] - Boeing's November deliveries decreased to 44 from 53 in October, trailing behind Airbus, which delivered 72 planes [3] Delivery and Orders - In November, Boeing delivered 44 aircraft, including six 787s, two 777 freighters, four 767s, and 32 737 MAX aircraft [3] - The company received 164 new orders in November, resulting in 126 net new orders after 38 cancellations [3] - Boeing's total aircraft deliveries through November reached 537, with 1,000 new orders booked, leading to a backlog of 6,019 orders [3] Financial Outlook - Boeing's CFO, Jay Malave, indicated expectations for positive cash flow in 2026 due to increasing jet deliveries [4] - The company operates in three segments: commercial aircraft, defense, space, and security, and global services [4]

Core Thesis - The Boeing Company is experiencing a bullish outlook due to a significant rebound in commercial aircraft deliveries and strong revenue growth, positioning the company for a potential operational and financial turnaround [1][2][6] Financial Performance - Boeing reported a 30% revenue growth, reaching $23.3 billion, driven by an increase in commercial aircraft deliveries from 116 to 160 units [2] - Profitability was impacted by a one-time $4.9 billion charge related to the 777X program, resulting in negative segment margins; however, excluding this charge, commercial margins improved to –4.1% [3] - Free cash flow turned positive at $200 million as production normalized, offsetting one-off payments related to the MAX crisis [5] Production and Delivery - The core 737 MAX program is regaining momentum with FAA approval to increase production from 38 to 42 aircraft per month, with a target of 52 per month by 2026 [3] - The 787 platform is performing well, currently operating at seven units per month and expected to reach eight by year-end [4] Backlog and Demand - Boeing has a backlog of approximately 500 aircraft, indicating strong long-term demand and a clear production plan [4][6] - The defense division reported a 1.7% margin on $6.9 billion of revenue, with expectations for margin expansion as legacy contracts roll off [5] Strategic Initiatives - Key catalysts for Boeing include divestitures like Jeppesen, the pending acquisition of Spirit AeroSystems, and improvements in manufacturing quality under new leadership [6] - The company is positioned for margin recovery and stronger free cash flow through 2026–2028, supported by a $636 billion backlog and rising international demand [6]

Boeing Co (NYSE:BA) stock didn't just bounce — it erupted, rocketing 10% in a single session and grabbing the title of the Dow's top gainer on Tuesday. And this wasn't one of those "short squeeze and forget it tomorrow" pops. This felt like the market suddenly realizing it may have mispriced Boeing's future, and the stampede back into the name was immediate.Track BA stock here.A Sentiment Reset In Real TimeFor months, Boeing carried the look of a stock permanently stuck in turbulence. FAA scrutiny, producti ...

Group 1: Retail Sector Insights - Macy's reported stronger-than-expected third-quarter results, marking its best growth in over three years, despite a subsequent drop of more than 6% in shares due to caution about consumer spending and tariff pressures [1][6] - American Eagle Outfitters experienced a 12% surge in shares after posting better-than-expected earnings and optimistic guidance for fourth-quarter comparable sales, attributing success to celebrity ad campaigns [6] - Over 202 million Americans shopped during the Thanksgiving to Cyber Monday period, the highest number recorded since tracking began in 2017 [6] Group 2: Employment and Economic Concerns - Corporate executives express concerns that tariffs may lead to job reductions rather than job creation, with some companies starting to offer severance packages [2][3] - A Federal Reserve report indicated a slight decline in employment over recent weeks, highlighting ongoing economic challenges [3][4] Group 3: Technology and AI Competition - OpenAI is under pressure as competitors like Alphabet and Anthropic gain traction in the AI sector, prompting a "code red" initiative to enhance its ChatGPT bot [5][7] - Alphabet's Gemini 3 model has outperformed industry benchmarks, leading to increased investor confidence in Alphabet as a leader in AI [7] Group 4: Media Industry Consolidation - Broadcast station owners are pursuing consolidation but face challenges, including family ownership issues and regulatory hurdles in deals like Nexstar's attempt to acquire Tenga and Sinclair's hostile bid for E.W. Scripps [9][10] Group 5: Aerospace Sector Developments - Boeing shares rose over 10% after the CFO announced expectations for increased deliveries of the 737 and 787 jets in 2026, which are anticipated to significantly boost cash flow [11][12]