Key Takeaways Airbus delivered the first of 18 A350-1000 aircraft to STARLUX, strengthening its long-haul fleet.The A350-1000 can fly up to 9,000 nautical miles and cuts fuel burn by about 25% versus older jets.EADSY has nearly 1,500 A350 family orders, highlighting solid demand for its widebody aircraft.Airbus SE (EADSY) delivers its first of 18 A350-1000 aircraft to Taiwan-based STARLUX Airlines. The new A350-1000 will join the carrier’s existing fleet of 10 A350-900s, which are deployed on premium long-h ...

Boeing Co. (NYSE:BA) on Wednesday landed a landmark aircraft deal after Alaska Air Group, Inc. (NYSE:ALK) placed its largest order ever.Alaska said it has agreed to purchase 105 Boeing 737-10 jets, the largest variant of the 737 MAX family, along with five Boeing 787 Dreamliners.Executives described the transaction as the carrier’s biggest aircraft deal to date, aimed at modernizing its fleet and supporting future network expansion.According to Benzinga Pro, ALK stock has lost over 22% in the past year. Inv ...

SEATTLE, Jan. 7, 2026 /PRNewswire/ -- Boeing [NYSE:BA] and Alaska Airlines today announced the carrier's largest-ever airplane order as part of its long-term plan to expand its domestic and international route networks. The order includes: Continue Reading Boeing and Alaska Airlines today announce largest airplane order in airline's history "This fleet investment builds on the strong foundation Alaska has created to support steady, scalable and sustained growth, and is another building block in executing ou ...

Core Insights - Airbus SE has secured a firm order from China Aircraft Leasing Group Holdings Limited for 30 A320neo aircraft, marking CALC's fifth order with Airbus and increasing its total orders to 282, including 203 from the A320neo family [1][10] Group 1: Aircraft Specifications and Demand - The A320neo is a highly popular single-aisle aircraft, accommodating up to 194 passengers and offering up to 20% lower fuel consumption and CO2 emissions compared to earlier models, with a range of 3,400 nautical miles [2][10] - The aircraft can operate with up to 50% Sustainable Aviation Fuel, aiming for 100% by 2030, which enhances its appeal and contributes to strong demand and growth in orders [2][3] Group 2: Market Trends and Future Outlook - Rising air passenger traffic and the demand for modern, fuel-efficient aircraft are driving growth in the commercial aviation market, with Airbus estimating a demand for 43,420 new aircraft deliveries over the next 20 years [4][5] - This trend supports industry expansion and the replacement of older, less efficient aircraft, indicating strong long-term revenue prospects for Airbus [5] Group 3: Competitor Insights - Other aerospace companies like Boeing and Embraer are also expected to benefit from rising jet demand, with Boeing delivering 160 commercial aircraft in Q3 2025 and Embraer delivering 20 new jets in the same period [6][7] - Boeing has a long-term earnings growth rate of 31.33%, while Embraer has a growth rate of 14.32%, indicating positive financial outlooks for these companies as well [7][8] Group 4: Stock Performance - Over the past six months, Airbus shares have increased by 14.7%, outperforming the industry growth of 7.5% [9]

Group 1 - Plug Power plans to grow its revenue by 30% annually from 2025 to 2030, with Wall Street projecting $2.1 billion in revenue and profitability in 2030 [1] - Lucid Group has two of the top 10 electric vehicles according to Car & Driver and is financially backed by the Saudi Arabian Public Investment Fund, its majority shareholder [2] - Boeing is expected to earn its first profit after eight years of losses as it recovers from issues with the 787 Dreamliner and other projects, indicating a potential turnaround [3] Group 2 - Despite the optimistic projections for Plug Power, Lucid Group, and Boeing, the analysis suggests these companies may not be good investment choices, with a higher risk of significant losses [4] - Plug Power is viewed as the weakest among the three, with a history of failing to meet its promises and delivering disappointing results [5][6] - Boeing, while having the most potential for recovery, is still experiencing a long-term decline, raising concerns about its future performance [5]

Core Insights - Airbus SE has completed the acquisition of industrial assets from Spirit AeroSystems, enhancing its control over essential components for its commercial aircraft programs [1][3][10] - The company received $439 million in compensation as part of the transaction, which includes adjustments and liability settlements [2] - The acquisition aims to improve supply-chain resilience, production efficiency, and quality control, positioning Airbus to meet rising global aircraft demand [3][4][10] Company Overview - The acquisition includes former Spirit AeroSystems sites in Kinston, NC; Saint-Nazaire, France; and Casablanca, Morocco, which are dedicated to A350, A220, and A321 components [1][10] - Airbus projects a demand for 43,420 new aircraft deliveries over the next 20 years, driven by rising air passenger traffic and the need for modern, fuel-efficient aircraft [5][6] Industry Context - Other aerospace companies, such as Boeing and TransDigm Group, are also engaging in acquisitions to strengthen their aircraft programs, indicating a trend in the industry [7][9] - Boeing's acquisition of Spirit AeroSystems covers operations related to its commercial programs, while TransDigm's acquisition aligns with its strategy of acquiring proprietary aerospace components [7][9] Financial Performance - Airbus shares have increased by 20.6% over the past six months, outperforming the industry growth of 6.7% [12] - The Zacks Consensus Estimate for Airbus indicates strong long-term revenue growth potential, supported by the projected demand for new aircraft [6]

Core Insights - Boeing has undergone significant changes in executive leadership, with Jay Malave appointed as CFO and Kelly Ortberg as CEO in August 2024, following a series of operational challenges and a strike by over 33,000 machinists in 2024 [2][4] Group 1: Company Culture and Leadership - Malave has observed a highly engaged workforce and a strong management team focused on continuous improvement, indicating a performance-driven culture at Boeing [4] - The leadership team is characterized by "active management," with a hands-on approach to problem-solving, which aligns with Malave's management style [4] Group 2: Financial Outlook - Boeing is expected to return to positive free cash flow in 2026, projected to be in the low single-digit billions, contingent on increasing production of the 737 Max and 787 Dreamliner [5] - The company aims to rebuild towards its historical target of generating $10 billion annually in cash, with a significant improvement from an anticipated $2 billion free cash outflow in 2025 [6] - Malave's optimistic financial outlook contributed to a nearly 10% increase in Boeing's share price following his comments [6]

Core Viewpoint - Boeing Co. anticipates generating positive cash flow in 2026, marking a significant turnaround in its financial outlook as it plans to increase monthly production rates of passenger aircraft [1]. Financial Projections - The company expects free cash flow to reach "low-single digits" billions of dollars in 2026, reversing a projected cash burn of $2 billion for 2025, as stated by CFO Jay Malave [2]. - Analysts predict Boeing will generate $2.46 billion in free cash flow next year, although estimates have been reduced by more than half since mid-July due to delays in the certification of the 777X jetliner [6]. Stock Performance - Following the positive cash flow projections, Boeing's shares rose by as much as 9.2%, the largest increase since April, reflecting renewed investor confidence [3]. Long-term Goals - Boeing aims to achieve a cash generation target of $10 billion, initially set for 2025 but delayed due to various challenges. CFO Malave expressed confidence in reaching this goal once production rates increase [4]. Operational Improvements - The CFO highlighted improvements in production rates for the 737 Max and 787 Dreamliner, alongside a reduction in undelivered aircraft inventory, as key factors contributing to the optimistic outlook [5].

Core Insights - Boeing is reinforcing its safety and quality plan in response to past crises, focusing on quality lapses, training improvements, and addressing a toxic culture that hindered employee feedback [2][12] - The company has seen early positive results, with a 75% decline in "traveled work" and a 60% improvement in the flow of planes through the factory since April 2024 [3][8] - Boeing plans to increase 737 production to 42 jets per month and aims for a future output of 60 jets per month, while also preparing to establish a fourth production line by 2026 [8][11][16] Quality and Safety Measures - Boeing has intensified inspections of fuselages from Spirit AeroSystems to identify flaws early in the manufacturing process [6][7] - The company has implemented a feedback loop with Spirit to address root causes of defects, emphasizing the importance of early detection [7][8] - Employee involvement sessions have been revived, allowing over 100,000 workers to suggest improvements, resulting in more than 1,000 addressed complaints [12][14] Cultural and Operational Changes - The company is working to root out deep-seated cultural issues and rebuild trust among employees, acknowledging that this process is ongoing [12][16] - Weekly meetings have been instituted to facilitate open communication and demonstrate commitment to quality improvement [15][16] - Boeing's efforts to improve its operational culture are seen as essential for regaining trust from regulators and investors after years of turmoil [9][12]

Core Viewpoint - The article discusses the potential for a market rotation from high-flying AI stocks to more traditional blue-chip stocks, particularly focusing on three Dow stocks that may perform well in 2026 and beyond. Group 1: Walmart - Walmart's revenue grew by 5.8% year-over-year to $179.5 billion, surpassing expectations of $177.4 billion for Q3 of fiscal year 2026 [5] - Adjusted earnings per share were $0.62, exceeding estimates of $0.60, with same-store sales in the U.S. improving by 4.5% [5] - Despite strong performance, Walmart's stock has not fully reflected its growth, indicating potential for further gains [7] Group 2: Boeing - Boeing's production backlog reached a record $635 billion, despite ongoing challenges with its 737 Max and 787 Dreamliner jets [9] - The airline industry is expected to require 43,600 new planes by 2044 to meet growing demand, highlighting a significant opportunity for Boeing [10] - Investors may begin to recognize the long-term potential of Boeing's order backlog in the coming year [11] Group 3: Apple - Apple shares recently hit a record high, but the company has faced challenges with its AI initiatives, particularly with its digital assistant Siri [12][14] - iPhone revenue has only improved by about 4% over the past four quarters, partly due to disappointing AI software [15] - The average age of iPhones is 37 months, suggesting a potential surge in upgrades as consumers look to replace aging devices [17]