BA Ticker Curator

Major BDS boost: USAF awards Boeing $2.43B in E-7A Wedgetail contract modifications.

• Raises total to $4.9B for rapid prototype development.
• Work...

Ethiopian Airlines has ordered six more Boeing 787s as it aims for a 350-aircraft fleet. Key customer's continued demand bolsters BA's 787 backlog and delivery momentum.

Experts warn the ongoing US-China trade war could lead to Boeing 787 groundings, spotlighting major risks for BA amid escalating tensions.

• Daily dip: Boeing stock slips 0.73% to $232.45, consolidating after 3.7% weekly gain from $224.16
• World Pilots Day PR: Boeing thanks pilots for...

Market share flipped dramatically: Boeing held 60% of global market in 1997; Airbus now controls 60% of narrowbody backlog.

$50B debt and 346 deaths...

Commercial Production Challenges

• 🔥 777X Rework: Boeing disclosed that approximately 30 early-production 777X jets require major modifications...

Key takeaways from 17-min BA analysis:

• P/E Ratio: Sky-high 111.1x
• StokTok Score: 36/100 (Caution) in Industrials/Aerospace
• Deep dive on...

Boeing freighter woes deepen: World's largest widebody cargo operator Atlas Air defects from all-Boeing fleet, ordering 20 firm A350Fs (plus 20...

Boeing 747 platform steps up: Qatar-donated 747-8i, ex-royalty jet, now in USAF tests for presidential transport by summer 2026.

• VC-25B delays drive...

Major BDS setback: NATO selects Saab/Bombardier GlobalEye to replace all 14 Boeing E-3 Sentry aircraft, worth over €5B.

• Timeline unravel: Nov 2023...

• OIG slams FAA for gaps in risk evaluation of LEAP-1B load reduction device after 2023 bird strikes caused cockpit/cabin smoke.
• Key incidents:...

Key risks to 777X backlog despite FAA progress:

• ~30 early jets require extensive mods (structural/systems) before 2027 Lufthansa delivery.
• Built...

Boeing's 777X just aced extreme brake tests reaching 2,500°F, simulating grueling aborted takeoffs under strict FAA oversight. This Phase 4A milestone...

Boeing Defense racks up wins boosting military backlog:

• US Army awards $324M for six CH-47F Block II Chinooks, raising total under contract to 24
  -...

• Boeing admits ~30 built 777-9s need rework
• Airbus delivered 35 planes, won 28 orders
• Airbus backlog: 8,770 (~10 years' work); Boeing's: 6,734
• Highlights Boeing's production setbacks amid rival strength

Production Ramps

• 🔥 737 MAX to 47/month: Boeing plans to ramp up 737 MAX production to 47 units per month this summer, from current 42 per...

Russia's biggest airline just ordered the MC-21 over Boeing's 737 MAX – not a bold pivot or competition win, but because it's the only aircraft left as global aviation splinters.

Analysts bullish on BA: StrongBuy rating from 15 Buys, 1 Hold in past 3 months, avg PT $273.77 (17.7% upside from $234).

• Recent gains: +4.8%...

• Production acceleration: Boeing to ramp up MAX production to 47 units per month
• Regulatory progress: FAA confirms 2026 certification on track for B737-7, -10 variants
• Signals momentum for BA's MAX lineup

Regulatory scrutiny ramps up on Boeing 737 MAX safety after bird-strike induced LEAP-1B engine smoke.

Key audit concerns:

• Unresolved risks: LRD...