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].

Core Viewpoint - Northrop Grumman is outperforming Boeing in the defense sector, particularly in the development of stealth aircraft, raising questions about the relative investment potential of their stocks [1][6]. Group 1: Boeing's Recent Developments - Boeing won a $20 billion contract to build the U.S. Air Force's first sixth-generation stealth fighter, the F-47, announced by President Trump [2]. - Following the announcement, Boeing's stock peaked at $182 but has since dropped over 10%, raising concerns about investor confidence despite the contract's potential value [2][3]. - Historical performance issues, such as Boeing's struggles with the KC-46 Pegasus program, have led to skepticism regarding its ability to manage large contracts effectively [4][5]. Group 2: Northrop Grumman's Performance - Northrop Grumman has been recognized for its effective management of a $55 billion contract to produce 100 B-21 stealth bombers, achieving cost reductions of $1 billion and projecting total costs to be 28% below initial forecasts [7][9]. - The B-21 program is reportedly on schedule, with the first prototype completed in late 2022 and initial production starting in January 2024 [9]. - Northrop Grumman's financial metrics are favorable compared to Boeing, with trailing earnings of $4.2 billion and positive free cash flow of $2.6 billion, while Boeing reported negative earnings and cash flow [12]. Group 3: Investment Considerations - Investors may favor Northrop Grumman over Boeing due to its profitability, lower debt levels, and the fact that it pays a dividend, unlike Boeing [12]. - The potential for Boeing to face cost overruns on the F-47 contract could lead the Air Force to reconsider its contracts in favor of Northrop Grumman [10].

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Aircraft manufacturer Boeing Co (NYSE:BA) is pumping the breaks on its recent rally. The security was last seen down 1.8% at $156.50, after Bloomberg reported that China ordered carriers to suspend jet deliveries amid the trade war with the U.S. The country's top three airliners, Air China, China Eastern Airlines, and China Southern Airlines, had planned to take delivery of a combined total of 179 Boeing planes in the next two years. It's worth noting that Morgan Stanley stated there was minimal downside ri ...

富国银行将波音公司目标股价从每股113美元下调至111美元。 ...

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.Boeing (NYSE: BA ) stock has sold off in the trade turmoil of the past weeks. From the high of February, around $185 per share, the stock price dropped to $136. Since then, the stock price has recovered to the $160 level. So, the stock price has re ...

Chinese airlines have been ordered not to take any further deliveries of Boeing aircraft in response to the U.S. imposing 145% tariffs on Chinese goods, Bloomberg News reports. Just before 7 a.m. EST, Boeing's pre-market share stock price was down 3.72%. The aerospace company calls itself a "top U.S. exporter" that serves "customers in more than 150 countries." Boeing's year-to-date deliveries show that 18 aircraft have been delivered to nine airlines in China. The country's top three airlines – Air China, ...

ToplineBoeing’s shares slid sharply in premarket trading early on Tuesday, after Bloomberg reported that the Chinese government had ordered the country’s airlines to stop taking deliveries of new aircraft from the American plane maker amid an escalating trade war between Beijing and Washington.A Boeing 737 Max is displayed during the International Paris Air Show at the ParisLe Bourget ... More Airport.AFP via Getty Images Key FactsAccording to Bloomberg, the move to block deliveries of new Boeing jets to th ...

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Boeing (BA -5.96%) stock continued its recent turbulent ride with a decline Thursday morning: As of 12:30 p.m., it was off by 6.4% as the broader stock market reassessed the case for optimism after Wednesday's tariff-pause rebound.Boeing and tariffsWednesday's news needs to be put into context. President Donald Trump put a 90-day pause on most of his new tariffs, but left his new base 10% tariffs on nearly all imports in effect. However, he also left the tariffs on Chinese imports active and boosted them up ...