Bloomberg
• Rainier Harris
BNP Paribas upgraded Boeing to Outperform, ending its status as the stock’s lone bear, citing improving free cash flow, progress toward key certifications and easing defense risks. The call comes as Boeing and Airbus report stronger delivery momentum, though Airbus continues to lead in orders and volume.
Boeing
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The Air Force’s B-52 engine modernization is likely to encounter further cost and schedule pressure, while broader fighter-engine programs face production delays, quality-control failures and material shortages. The service is considering additional suppliers and manufacturers as it seeks more reliable engine capacity.
A U.S. Air Force KC-135R Stratotanker has returned to service after sustaining major damage in a March midair collision over Iraq. Maintainers repaired the surviving aircraft using the vertical stabilizer from a retired jet, while another KC-135 was lost in the incident, killing six people.
BNP Paribas upgraded Boeing to Outperform, ending its status as the stock’s lone bear, citing improving free cash flow, progress toward key certifications and easing defense risks. The call comes as Boeing and Airbus report stronger delivery momentum, though Airbus continues to lead in orders and volume.
High activity
The FAA has certified Boeing’s smallest 737 Max variant, allowing airlines to begin preparing the Max 7 for passenger operations. Certification removes a major regulatory hurdle, but carriers may still need months to incorporate the aircraft into schedules and operational plans.
High activity
A chemical incident that halted production at a GKN Aerospace plant south of Los Angeles has intensified a global shortage of cockpit and cabin windows. Boeing, airlines and maintenance providers are limiting replacements to essential cases as lead times lengthen and prices rise across multiple aircraft programs.
High activity
The FAA has approved Boeing’s 737 MAX 7, clearing the smallest and longest-range variant of the MAX family for entry into service after a certification process delayed by years of scrutiny following two fatal crashes, quality lapses and required changes to its engines and cockpit alert systems.
A USAF KC-135 that lost half its tail in a fatal mid-air collision over Iraq has returned to flight after receiving a replacement fin from a retired tanker. The repair demonstrates a fleet-recovery path for heavily damaged legacy tankers using available aircraft parts.
Boeing and the Society of Professional Engineering Employees in Aerospace have reached two tentative agreements, one covering engineers and the other technicians. The contracts are expected to go to members for a vote within one to two weeks, potentially marking a significant moment in the company’s labor relations.
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