Korean Air just ordered $36.2 billion worth of aircraft from Boeing. The airline purchased 103 planes from Boeing, which are set to be delivered by the end of 2030.
BA's commercial jet unit surges with rising 737 deliveries, major global orders and a robust backlog, fueling revenue growth.
Boeing leads Airbus in net airplane orders and order value, driven by strong wide-body demand and improved delivery visibility. Airbus currently leads in total airplane deliveries, especially in the single-aisle segment, and is poised to expand this lead in the coming months. Both Boeing and Airbus face significant production and supply chain challenges, with backlogs still high and deliveries lagging behind pre-pandemic trends.
Top machinists union officials and a Democratic congressman joined striking workers outside a Boeing Defense facility near St. Louis on Thursday, pressing the company for a contract closer to an agreement reached with its Seattle-area workers.
Boeing Co (NYSE:BA, ETR:BCO) is reportedly negotiating with Chinese officials to sell as many as 500 aircraft, representing a potential breakthrough in a market that has seen few sales for the US plane maker since 2017. The discussions, which involve representatives from both Boeing and the Chinese government, are still in the process of finalizing details such as aircraft types, quantities, and delivery timelines, according to Bloomberg News.
Boeing negotiates major aircraft sale to China amid leadership changes, with the deal representing China's first major Boeing purchase since Trump's previous presidency.
Boeing (BA) shares were up slightly on indications the big plane maker is in discussions to sell as many as 500 jets to China.
Bloomberg is reporting that China is in discussions with Boeing to contract for as many as 500 aircraft for purchase. The deal would be the first major agreement in eight years, which coincided with a presidential visit during Trump's first administration.
Boeing stock has soared 25% in six months on record orders and defense wins, but supply risks and weak ROIC raise investor concerns.
Market forces often act like a pendulum, swinging from bullish to bearish again with each cycle. This principle applies to broader indexes like the S&P 500 or Nasdaq-100 and individual stocks.
Boeing is showing clear signs of operational recovery, with improved stability in 737 MAX and 787 deliveries supporting bullish momentum. July airplane orders were weak, but year-to-date order activity and backlog remain strong, alleviating concerns about future demand. Delivery rates are rising, driven by increased production and clearing inventory, positioning Boeing for higher output in 2026.
Boeing continues to consolidate its gains as production of its key moneymaker, the 737MAX, neared its monthly production cap and progress on other programs was evident, despite an ongoing strike in its defense unit.