Aerospace Investment Watch

Boeing's May deliveries jumped to 60 aircraft (51 MAX) after resolving the wiring issue, hitting a post-strike high and aligning with the new...

Wichita City Council's unanimous approval of up to $450M in industrial revenue bonds enables a 10-year property tax abatement for Boeing's campus...

Middle East conflict now ranks as the top aerospace supply chain concern, creating a wild card for Boeing's production ramp through elevated oil...

Airbus maintained stable orders with 762 net YTD despite industry pressures, while Boeing recorded just 27 orders in May. This contrast underscores...

Boeing Wichita is pursuing $450 million in campus improvements, a direct capital outlay to expand local production infrastructure.

Airbus advanced its ultra-long-range challenger while a pivotal 777X customer signaled continued support for Boeing.

• A350-1000ULR milestone: MSN...

Boeing stock has traded choppily, down 9% over the past month and 5% YTD as investors reassess recovery prospects.

• DCF signal: Appears 19.9%...

777X Certification Milestone

• 🔥 FAA Clears Phase 4B Testing: FAA approved TIA Phase 4B testing for the 777X, unlocking the largest remaining...

• Airbus is notifying customers of several-month delays for select A321neo deliveries scheduled in 2027 and 2028
• Persistent bottlenecks include...

GE Aerospace's commercial backlog exceeds $170 billion with services revenue momentum intact, as CES internal shop visit revenue rose ~30% and spare...

Vietnam's push for airlines to accelerate U.S. aircraft deals amid mounting trade probes could unlock incremental Boeing orders, extending the China...

Riyadh Air took delivery of its first two 787-9s on June 5, 2026, from a 72-plane order (39 firm + 33 options).

• Validates execution: Aircraft from...

• FAA approved staged TIA Phase 4B testing in early June, reflecting heightened post-737 MAX scrutiny.
• The step unlocks major remaining flight tests...

Boeing still employs over 65,000 in Washington as the state's largest private employer, with 737 MAX assembly in Renton and other core operations intact, indicating production stability even as some engineering roles shift elsewhere.

Two developments signal infrastructure and financing support for Boeing's 737 MAX production increase.

• Everett line: Fourth assembly line launches...

Airline leaders at the IATA AGM in Rio grilled major engine OEMs for underdelivering and overcharging on engines that proved defective and less...

Do the first two 787 deliveries to Riyadh Air mark real execution progress for Boeing, or just a fleeting positive amid deeper issues?

Key points:
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GE Aerospace's reliability challenges on engines powering the 737 MAX are creating major constraints for airlines like United, with parts shortages...

FAA approval for TIA Phase 4B testing advances Boeing's long-delayed 777X program, opening the largest remaining flight test segment.

• Milestone...

Astronics, a Boeing power systems supplier, reported $230.6M revenue (+12% YoY) with a beat and slightly raised guidance, backed by record bookings...