The Boeing Company (NYSE:BA ) Morgan Stanley's 13th Annual Laguna Conference September 11, 2025 2:30 PM EDT Company Participants Robert Ortberg - President, CEO & Director Conference Call Participants Kristine Liwag - Morgan Stanley, Research Division Presentation Kristine Liwag Executive Director, Head of Aerospace & Defense Equity Research and Equity Analyst Well, great. Hi. Good morning, everyone.
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Boeing jets frequently feature in trade deals struck by the Trump administration. Countries such as South Korea, Japan, the UK, Malaysia, and Indonesia have placed large orders for Boeing aircraft as part of trade negotiations.
Justice Department lawyers maintain that the families of 110 crash victims either support a pre-trial resolution or do not oppose the non-prosecution agreement.
Analysts warn Boeing investors of a September swoon.
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.