Core Viewpoint - Chinese airlines have started returning Boeing aircraft to the U.S. in response to the U.S. imposing 145% tariffs on Chinese goods, which has led to a halt in further deliveries of Boeing jets to China [1][4]. Group 1: Impact on Deliveries - A Boeing 737 Max recently returned to Seattle, marking the beginning of aircraft returns from China [1]. - Three 737 Max 8 jets that were prepared for delivery to Chinese airlines were recalled to the U.S. last week [2]. - A Boeing jet intended for Xiamen Airlines was seen landing back at Boeing's production hub, indicating a disruption in the delivery process [3]. Group 2: Domestic Business Effects - The halt in Boeing deliveries has affected domestic business, with a Chinese aircraft lessor facing challenges as another airline backed away from its commitment to take delivery [9]. - Analysts suggest that airline CEOs may prefer to defer plane deliveries rather than incur duties, which could negatively impact Chinese airline operations [9]. Group 3: Boeing's Market Position - Boeing, a significant U.S. exporter, is facing challenges in the Chinese market, where it aimed to compete with Airbus [11]. - Year-to-date deliveries show that Boeing has delivered 18 aircraft to nine airlines in China, with major airlines planning to take delivery of a total of 179 Boeing planes between 2025-2027 [11]. - The current situation follows a nearly five-year import freeze on 737 MAX jets in China due to safety concerns stemming from two fatal crashes [12].

Core Insights - Delta Air Lines' recent earnings call highlighted the impact of tariffs on the aerospace sector, particularly concerning Boeing and Airbus [1][2][3] Group 1: Delta's Earnings and Implications - Delta's management indicated a tariff-induced slowdown, which was anticipated by investors [2] - CEO Ed Bastian stated that Delta would not absorb tariffs on aircraft deliveries, emphasizing the difficulty of managing costs with a 20% tariff increase [3] - The implication is that Airbus may need to share tariff costs, or risk order delays or cancellations [4] Group 2: Broader Industry Impact - The approach taken by Delta could influence non-U.S. airlines to respond similarly to tariffs imposed on U.S. products [5] - Both Airbus and Boeing face increased costs due to tariffs, affecting their competitiveness [5][8] - Delta's management noted that tariffs are weakening end demand, leading to reduced capacity expansion plans [6] Group 3: Market Conditions and Future Outlook - Weakening demand could pressure airline ticket pricing, impacting airlines' ability and willingness to place aircraft orders [7] - Ongoing trade conflicts may lead to rising costs for Boeing while demand weakens, complicating its competitive position against Airbus [8] - Delta's revenue growth was 3.3%, below previous estimates, and management declined to update full-year guidance due to market uncertainty [10]

Wall Street analysts expect Boeing (BA) to post quarterly loss of $1.55 per share in its upcoming report, which indicates a year-over-year decline of 37.2%. Revenues are expected to be $19.17 billion, up 15.7% from the year-ago quarter.The consensus EPS estimate for the quarter has undergone an upward revision of 16.2% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Before a company an ...

Core Viewpoint - Boeing faces challenges due to China's recent ban on deliveries, but analysts suggest that the financial impact may be limited, allowing for a more optimistic outlook for the company moving forward [2][4]. Financial Impact - Analysts from Goldman Sachs and Morgan Stanley estimate that Boeing's revenue from Chinese orders constitutes approximately 2% of its total revenue, indicating that the ban may not significantly affect overall financial performance [4]. - Current forecasts predict that Boeing could report a net earnings per share (EPS) of $0.03 by Q4 2025, a notable improvement from a reported net loss of $1.60 per share [5]. Stock Performance and Forecast - Boeing's stock is currently trading at $156.73, which is 79% of its 52-week high, suggesting potential for price appreciation [6]. - The 12-month stock price forecast for Boeing is set at $198.95, indicating a potential upside of 26.94% based on 23 analyst ratings [7]. - Citigroup analysts have reiterated a Buy rating on Boeing, raising their valuation targets to a high of $210 per share, reflecting optimism despite recent bearish trends [7][8]. Market Sentiment - Institutional investors have shown confidence in Boeing, with $8.8 billion invested in the stock over the past quarter, alongside an additional $229 million in purchases reported in April 2025 [10]. - The market is currently valuing Boeing at a forward P/E ratio of 37.7x for 2026, which is significantly higher than the transportation sector average and Airbus' multiple of 21.7x, indicating strong investor sentiment [9].

Company Performance - Boeing's stock closed at $156.48, reflecting a +0.62% change from the previous day, outperforming the S&P 500, which fell by 2.24% [1] - Over the last month, Boeing's shares decreased by 3.74%, compared to the Aerospace sector's loss of 1.9% and the S&P 500's loss of 4.17% [1] Upcoming Earnings - Boeing's earnings report is anticipated on April 23, 2025, with an expected EPS of -$1.56, representing a 38.05% decline from the same quarter last year [2] - Revenue is projected to be $19.15 billion, indicating a 15.6% increase compared to the previous year [2] Fiscal Year Estimates - For the entire fiscal year, the Zacks Consensus Estimates predict an EPS of -$2.27 and revenue of $83.67 billion, reflecting changes of +88.86% and +25.78% respectively from the prior year [3] - Recent analyst estimate revisions are seen as indicators of the company's business outlook [3] Zacks Rank and Industry Performance - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has shown that 1 stocks have delivered an average annual return of +25% since 1988 [5] - Boeing currently holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate increasing by 12.07% over the past month [5] - The Aerospace - Defense industry ranks in the top 36% of all industries, with a current Zacks Industry Rank of 87 [6]

While the ongoing global trade war is a major issue for The Boeing Company (NYSE: BA ), it seems that at the very least the challenges that the company faced last year are finally over. The machinistI'm a Ukraine-based seasoned investor, who firsthand experienced what’s it like to live in an environment full of systemic geopolitical shocks when the war came to my home country. Despite this, I managed to build an all-weather portfolio that has been able to thrive in volatile markets. My goal is to help inves ...

The market expects Boeing (BA) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on April 23, 2025, might help the stock move higher if these key numbers are better th ...

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When the United States decided to begin the trade war that has started, my thought was not necessarily on short-term implications. Rather, it was on the long term impact that might occur because of our decision as a country to alienateCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cas ...

Core Viewpoint - President Trump's tariffs on China are negatively impacting Boeing, as China has ordered its airlines to halt deliveries of Boeing planes and parts, leading to a decline in Boeing's stock price [1][9]. Group 1: Impact on Boeing - Boeing's stock fell by 2.4% following reports that China ordered its airlines to stop taking deliveries of Boeing aircraft [1]. - China Southern Airlines has suspended the sale of 10 used Boeing 787-8 Dreamliner planes, which indicates a shift in their purchasing strategy [1][2]. - The airline's decision may be influenced by the 125% tariff on American products, which significantly raises the cost of new Boeing purchases [2]. Group 2: Market Share Concerns - China is a crucial market for Boeing, especially as it competes with Airbus and emerging Chinese manufacturers [3]. - Any restrictions on deliveries could lead to a loss of market share for Boeing, particularly if Chinese airlines turn to Airbus or domestic manufacturers for new orders [8]. - Boeing's 2024 annual report highlighted the potential negative impact of geopolitical tensions on its business in China [6]. Group 3: Future Orders and Deliveries - Boeing expressed concerns that inability to deliver aircraft to Chinese customers could result in reduced deliveries and lower market share [7]. - Major Chinese airlines, such as China Southern and Air China, are among the largest carriers globally, making their purchasing decisions critical for Boeing [7]. - Other international carriers, like Ryanair and Delta, have indicated they might delay Boeing deliveries if tariffs are imposed, further complicating Boeing's market position [9].