Boeing $BA is shifting focus from winning airshow orders to fixing its supply chains and executing its massive commercial backlog.
THE MAX PLAN: Management aims to stabilize 737 Max output at 47 aircraft per month before eventually targeting a higher pace of 52 monthly deliveries.
THE DEFENSE BOOST: Defense operations are scaling up fast, with missile seeker targets jumping 30% this year to reach an annual goal of roughly 850 units.
THE OUTLOOK: With a revenue base of $92.18B, resolving backlogs is key to unlocking cash flow. Thanks to robust underlying demand, the Seeking Alpha Quant score rates the stock as a BUY.
Can $BA successfully stabilize its assembly lines and satisfy pent-up global aviation demand?
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