A Jefferies analyst also points out that Boeing could help bring down the trade deficit, but not without a huge price increase.
Boeing (BA) on Tuesday topped first-quarter deliveries estimates after safety incidents and a strike slowed plane manufacturing last year.
Boeing's inventory reduction is crucial, particularly 737 MAX deliveries to China. But trade tensions and tariffs pose significant risks. The 737 MAX program faces challenges due to increased costs from tariffs and potential declines in Chinese demand amid an economic slowdown. Despite progress in reducing inventory, Boeing's near-term outlook is pressured by trade wars and potential GDP growth stalling in China.
Give Tory Bruno credit: He called it.
BA secures a $2.46 billion modification contract to support the sustainment of C-17 Globemaster III jets.
Tariffs would drive up costs of key aerospace parts, making it more expensive for Boeing and even foreign companies with U.S. factories to produce planes. The tariffs are set to hit an aerospace supply chain still in recovery from the Covid-19 pandemic.
Shares in Boeing (BA -9.60%) declined by 12.9% in the week to Friday morning. Like most of the market, the aerospace giant felt the impact of the tariffs announced by the U.S. administration.
Business is booming for American aerospace giant Boeing Co. NYSE: BA. At least, it seems that way, judging by the more than $50 billion in potential new aircraft orders and contracts it procured in the last two weeks of March 2025.
The contract was a massive win for Boeing (BA -10.63%) as it struggles to return to full production of commercial planes.
Boeing is set to procure P-8A training systems phase two software development, integration and device installation for the government of South Korea.
Boeing (BA) concluded the recent trading session at $168.56, signifying a +0.23% move from its prior day's close.
Boeing is in discussions with the U.S. Department of Justice to reach a revised plea agreement in a criminal fraud case stemming from the planemaker's alleged misrepresentations to regulators about a key system on the 737 MAX, company CEO Kelly Ortberg said on Wednesday.