Boeing's Delivery Surge Signals Positive Turnaround
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 36 minutes ago
0mins
Should l Buy BA?
Source: CNBC
- Delivery Growth: Boeing delivered 47 jets in April, one more than March, despite some deliveries being pushed to May due to customer requirements, indicating a positive signal for the company's turnaround and expected improvement in free cash flow.
- Cash Flow Expectations: Boeing anticipates generating between $1 billion and $3 billion in free cash flow by 2026; although it burned cash in Q1, the CFO indicated that cash flow should improve in Q2 and turn positive in the second half of the year, reflecting an improving financial health.
- Order Recovery: In April, Boeing secured 135 net new orders, nearly matching the total for the first three months of 2026, bringing the adjusted total for the year to 284, the highest in 12 years for this four-month period, signaling a recovery in market demand.
- Chinese Market Opportunity: CEO Ortberg's visit to China alongside President Trump this week may signal a potential end to Boeing's order drought since 2017; while the exact size of potential orders remains unclear, there is significant market anticipation for Boeing's future opportunities in China.
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Analyst Views on BA
Wall Street analysts forecast BA stock price to rise
16 Analyst Rating
14 Buy
1 Hold
1 Sell
Strong Buy
Current: 238.210
Low
150.00
Averages
269.14
High
298.00
Current: 238.210
Low
150.00
Averages
269.14
High
298.00
About BA
The Boeing Company is an aerospace company. Its segments include Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS). Its BCA segment develops, produces and markets commercial jet aircraft principally for the commercial airline industry worldwide. Its family of commercial jet aircraft in production includes the 737 narrow-body model and the 767, 777 and 787 wide-body models. Its BDS segment is engaged in the research, development, production and modification of manned and unmanned military aircraft and weapons systems for strike, surveillance and mobility. Its BGS segment provides services to its commercial and defense customers worldwide. It sustains aerospace platforms and systems with a range of products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Cash Flow Expectations: Boeing anticipates generating between $1 billion and $3 billion in free cash flow by 2026; although it burned cash in Q1, the CFO indicated that cash flow should improve in Q2 and turn positive in the second half of the year, reflecting an improving financial health.
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- New Contract Signings: The company secured €306 million in new business and contract renewals over the quarter, further solidifying its market position and laying the groundwork for future growth.
- Aviation Business Highlights: SES's aviation segment excelled, with CEO Adel Al-Saleh noting commitments for over 40 long-haul aircraft from Japan Airlines, showcasing robust demand in the aviation market.
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- Increased Delivery Numbers: Boeing delivered 47 aircraft in April, one more than in March and slightly above the 45 aircraft delivered in April 2025, demonstrating improvements in the company's production and delivery capabilities.
- Diverse Product Portfolio: The April orders included 57 737 MAX jets, 51 787 jets, and 28 777X jets, with most customer identities undisclosed, but this diverse product mix helps Boeing maintain its competitive edge in the market.
- Competition with Airbus: Despite Boeing's strong order performance, it still trails rival Airbus, which has booked 405 orders year-to-date through April 30, highlighting the pressure Boeing faces in the market share battle.
See More
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- Delivery Growth: Boeing delivered 47 jets in April, one more than March, despite some deliveries being pushed to May due to customer requirements, indicating a positive signal for the company's turnaround and expected improvement in free cash flow.
- Cash Flow Expectations: Boeing anticipates generating between $1 billion and $3 billion in free cash flow by 2026; although it burned cash in Q1, the CFO indicated that cash flow should improve in Q2 and turn positive in the second half of the year, reflecting an improving financial health.
- Order Recovery: In April, Boeing secured 135 net new orders, nearly matching the total for the first three months of 2026, bringing the adjusted total for the year to 284, the highest in 12 years for this four-month period, signaling a recovery in market demand.
- Chinese Market Opportunity: CEO Ortberg's visit to China alongside President Trump this week may signal a potential end to Boeing's order drought since 2017; while the exact size of potential orders remains unclear, there is significant market anticipation for Boeing's future opportunities in China.
See More
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- Technology Implementation: The order will utilize Mobix's technology in an onboard data-loading system responsible for transferring software updates and navigation databases, enhancing the safety and efficiency of aircraft avionics systems.
- Market Dynamics: Recently, Mobix executed a 1-for-10 reverse stock split to meet Nasdaq's minimum bid price requirement, although the company's stock price still fell approximately 14% following the announcement.
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See More
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- Significant Order Growth: Boeing secured 135 new orders in April, nearly matching its total for the first three months of the year, indicating sustained market demand, although it still trails Airbus's 405 orders.
- Improved Delivery Performance: The company delivered 47 jetliners in April, one more than the previous month, including 34 737 MAX and six 787 jets, despite delays in 787 deliveries due to premium seat certification issues.
- Future Delivery Expectations: Despite challenges with 787 deliveries, Boeing still anticipates delivering 90 to 100 units of the popular twin-aisle jet this year, reflecting confidence in market demand and production capabilities.
- 777X Project Progress: April's orders included 28 units of the 777X, and although certification delays persist, Boeing is actively working on it, with the first passenger-configured 777-9 successfully flying on May 7, marking a significant milestone for the project.
See More
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- AMD and Super Micro Price Target Increases: Mizuho raised AMD's price target from $414 to $515, citing agentic AI driving server demand, while Super Micro's target was increased to $36 due to strong AI server demand, although concerns linger about the company's ties to China.
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