Airbus and Boeing are both recovering well in jet deliveries, nearing pre-pandemic output levels with a 12% year-over-year increase. Airbus leads the 2026 order race with 1,024 net orders compared to Boeing's 438, holding a $23.1 billion advantage in net order value. Boeing has recovered to 88% of its pre-crisis delivery volume, while Airbus has surpassed its 2018 benchmark. This strong backlog and delivery growth are expected to drive future revenue, profit, and free cash flow as production normalizes.
China has restricted access to 12 critical minerals essential for manufacturing advanced laser weapons, posing a supply risk for defense contractors like Raytheon. Raytheon's $289 billion backlog, driven by missile systems and munitions, depends heav...
Boeing's CEO Kelly Ortberg will present at the Morgan Stanley Laguna Conference on September 16 at 11:30 a.m. PT. The event will be webcast live and a transcript will be available on Boeing's investor website. This presentation offers investors a cha...
