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Boeing has good news for investors today, but is it good enough to buy?Boeing (BA 6.39%) stock soared 6.5% through 10:30 a.m. ET Wednesday morning after positive comments from CFO Brian West encouraged buyers to return to the stock.Speaking at a Bank of America Global Industrials Conference, West delivered positive updates on Boeing's increasing 737 production and stabilizing production numbers of 787s, on cost-cutting, and free cash flow as well. Boeing's big updateBoeing burned about $14 billion in cash l ...

Boeing workers are pictured exiting a gate below an image of a Boeing 737-800 aircraft as Boeing's 737 factory teams hold the first day of a "Quality Stand Down" for the 737 program in Renton, Washington on January 25, 2024.Boeing's cash burn is easing this quarter and its factories are improving, the aerospace giant's finance chief said Wednesday, as the company works to turn a corner on several manufacturing and safety crises.Boeing shares jumped 6% in morning trading after CFO Brian West's upbeat comment ...

Core Viewpoint - Boeing is a key player in the aerospace sector, but there are other companies like Woodward and Hexcel that may offer better risk/reward opportunities for investors [1][13]. Group 1: Boeing's Challenges and Opportunities - Boeing Defense, Space & Security (BDS) segment is currently facing challenges, with management projecting a potential cash flow positive status by 2026 or 2027, contingent on defense budget decisions [3][5]. - The delivery of the Boeing 777X is expected in 2026, but there are concerns about delays from key customers like Emirates and ongoing issues with the 737 MAX that may hinder cash flow for future projects [4][5]. - Ramping up production of the 737 MAX is viewed as a significant opportunity, with expectations of reaching a delivery rate of 38 per month by the second half of 2025 [6][8]. Group 2: Competitors and Market Position - Woodward and Hexcel are positioned well in the aerospace market, benefiting from increased production at Boeing and Airbus, with both companies trading at attractive cash-flow valuations [9][11]. - Hexcel specializes in advanced lightweight composites that enhance fuel efficiency, while Woodward focuses on technologies that improve engine performance and reduce emissions [10][12]. - Both companies have significant exposure to the next generation of airplanes and are expected to thrive in a favorable market environment due to multiyear backlogs at major manufacturers [9][10].

Core Points - Two U.S. astronauts, Butch Wilmore and Suni Williams, are returning home after a nine-month stay at the International Space Station (ISS) due to issues with Boeing's Starliner capsule [1][2] - The original mission was intended to last about nine days, but was extended after thruster failures during docking raised concerns about the capsule's ability to return the astronauts safely [2] - NASA has decided to return Wilmore and Williams on a SpaceX Dragon spacecraft instead of the Starliner, adjusting the astronaut rotation by removing two crew members from the upcoming Crew-9 mission [3] Summary by Sections - **Mission Duration and Issues**: The astronauts' stay at the ISS was significantly longer than planned due to the failure of the Boeing Starliner capsule's thrusters, which led to an empty return of the capsule after three months of docking [2] - **Return Vehicle Change**: NASA opted for a SpaceX Dragon spacecraft for the return of the astronauts, indicating a shift in reliance from Boeing to SpaceX for crew transport [3] - **Crew Rotation Adjustments**: The agency made adjustments to the astronaut rotation schedule, impacting the Crew-9 mission to accommodate the return of Wilmore and Williams [3][4]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.In January, Boeing ( BA ) had a surprisingly strong start of the year in terms of airplane deliveries. While management had indicated that February was expected to be lighter, it was, in fact, a good month and even betterDhierin runs the investing ...

Core Points - Boeing has lost the trust of the American public following a mid-air emergency in January 2024 and two fatal crashes in 2018 and 2019, as stated by Transportation Secretary Sean Duffy [1] - The Federal Aviation Administration (FAA) is not ready to lift the current production cap of 38 planes per month for the Boeing 737 MAX [1][5] - Duffy emphasized the need for Boeing to regain trust and improve safety and manufacturing practices, indicating that the company is making progress but still requires oversight [2][3] Group 1 - Duffy highlighted that Boeing's leadership is making improvements in manufacturing and safety culture, but they still need "tough love" to ensure compliance [3] - The visit by Duffy coincided with the sixth anniversary of the Ethiopian Airlines flight 302 crash, which prompted design and training changes for the 737 MAX [4] - Boeing is currently not close to meeting the production cap of 38 MAX planes per month, according to Duffy [5] Group 2 - Duffy mentioned that once Boeing demonstrates quality improvements, there may be a possibility to lift the production cap, but the company is not yet at that stage [7] - Boeing agreed to plead guilty to a criminal fraud conspiracy charge and will pay at least $243.6 million due to breaches of a deferred prosecution agreement, which involved risky practices at its factories [7]

Core Points - A passenger jet operated by American Airlines experienced an engine fire after reporting engine vibrations, leading to a safe diversion to Denver with 178 people on board [1][3] - The Federal Aviation Administration (FAA) announced an investigation into the incident, which occurred while the aircraft was taxiing after landing [3][4] - All passengers and crew were able to exit the aircraft safely, with 12 individuals taken to the hospital for minor injuries [3][7] Company Insights - The aircraft involved was a 13-year-old Boeing 737-800 equipped with CFM56 engines, manufactured by CFM International, a joint venture between GE and Safran [4] - American Airlines expressed gratitude towards the crew and first responders for their quick actions during the incident [7] Industry Context - Recent aviation incidents, including a mid-air collision and a regional jet mishap, have raised concerns about US aviation safety and contributed to a decline in travel demand [8][9] - American Airlines and Delta Airlines' CEOs indicated that recent crashes and adverse weather conditions are impacting travel demand alongside economic uncertainty [9]

Goldman Sachs analyst Noah Poponak has a price forecast of $213 and a Buy rating for Boeing Company BA amid Wednesday’s announcement of monthly deliveries update.The company reported 44 airplane deliveries for February,  surpassing the delivery numbers from early 2024.In particular, Boeing delivered 32 planes from its Renton-built 737 family, including 31 of its 737 MAX jets. It also booked 13 new gross orders for the 737 MAX in February.The analyst notes that new aircraft orders remained strong, with a sub ...

The price of a Boeing 787 plane could increase by $40 million in a worst case tariff scenario, AerCap CEO Aengus Kelly said."In an absolute worst case scenario, say, a 25% increase across the board on tariffs, a tit-for-tat from both sides — a Boeing 787, the price will go up by $40 million," Kelly said Wednesday on CNBC's "Squawk Box." "No one's going to want to pay that."In that kind of scenario, Kelly said most airlines would instead likely turn to Airbus, which could give that company an opportunity to ...