Boeing: 777X Wins Big, Lower 737 MAX Deliveries Are No Surprise
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Dhierin BechaiInvesting Group LeaderFollow5ShareSavePlay(13min)CommentsSummaryBoeing demonstrated robust November order inflow, led by strong 777X and 787 wide-body demand, with 164 gross orders and 126 net orders valued at $17 billion.BA's deliveries declined sequentially as 737 MAX inventory was depleted, but year-to-date deliveries and order backlog remain substantially above prior-year levels.The completed Spirit AeroSystems acquisition enhances BA's control over 737 MAX quality and supply chain, supporting sustainable production increases and future cash flow improvement.BA's operational focus has shifted from cash flow maximization to production quality, with balance sheet deleveraging and future shareholder returns contingent on continued execution. Kristian1108/iStock Unreleased via Getty Images Boeing (NYSE:BA) is making steady progress improving its quality system and increasing production rates on key commercial programs such as the Boeing 737 MAX and Boeing 787. The acquisition of Spirit AeroSystemsThis article was written byDhierin Bechai22.12K FollowersFollowDhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You