Airbus is outperforming Boeing in commercial aircraft orders, securing 821 net orders in H1 2026 compared to Boeing's 408. Morgan Stanley maintains an "Overweight" rating on Airbus, raising its price target to €255, reflecting confidence in the company's market position. However, Airbus faces production challenges and must rely on key suppliers like GE Aerospace and RTX Corp to meet its ambitious delivery goal of about 870 aircraft for the year. The company's ability to increase production will be critical to converting its large order backlog into actual deliveries.
This week, US economic data is light, shifting focus to geopolitics and corporate events. President Trump will host Chinese President Xi Jinping to discuss trade, tariffs, Taiwan, and AI, with potential announcements on Chinese purchases of US goods ...
Boeing secured a $36.2 billion order from Korean Air for 737 MAX, 787-10, and 777X aircraft, with deliveries scheduled to begin in the early 2030s. This deal adds a named customer to Boeing's existing backlog, which already exceeds 6,200 planes value...
Boeing's stock is down 6% after CEO Kelly Ortberg announced ongoing production challenges with the 737 and 787 models and a delay in 777X certification now expected in 2027. The delay is due to pending approval for a new engine seal. Despite these is...
Boeing's shares fell after CEO Kelly Ortberg revealed that stabilizing 737 MAX production is taking longer than expected, causing a recent 2.43% drop and an 11.66% decline over the past month. Despite these setbacks and a challenging 2026 with losses...
Boeing's CEO revealed that stabilizing 737 MAX production is delayed, causing shares to fall 3.64%. While management maintains a $1-$3 billion free cash flow target for 2026 and a long-term $10 billion goal, higher interest rates mean delayed cash fl...
