Company Snapshot

Investment Thesis

Boeing is rebuilding credibility, cash flow, and production rates across commercial and defense programs. A vast backlog, normalization of 737 MAX deliveries, and the forthcoming 777X drive multiyear recovery as supply chain bottlenecks ease.

  • Commercial Ramp: Monthly 737 MAX production targets 38+ by year-end with additional quality oversight.
  • Widebody Recovery: 787 output rises to meet international travel demand while 777X certification nears.
  • Defense Stabilization: Fixed-price program losses moderate as Boeing reprices contracts and improves execution.

Backlog & Mix

Commercial Airplanes ~75% of backlog value
Defense, Space & Security ~20% — fighters, rotorcraft, space
Global Services ~5% — maintenance & parts
Backlog Value $520B+

Backlog data from Boeing 2024 second-quarter filings.

Recent Performance

MTD -0.89%
QTD -7.42%
YTD +15.92%
5Y +31.40%

Shares climbed to $223.08 as Boeing outlined a path to positive free cash flow in 2025 and airlines reaffirmed long-term aircraft demand.

Strategic Insights

Quality Initiatives

Heightened FAA oversight and supplier audits improve 737 production stability and customer confidence.

Widebody Upswing

International travel recovery boosts 787 deliveries while 777X certification unlocks premium long-haul demand.

Defense Portfolio

KC-46A, T-7, and NASA space programs provide diversification as the company re-prices legacy contracts.

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