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Could Albany International (AIN)’s The Boeing (BA) Deal Strengthen its Aerospace Growth Story?
Insider Monkey2h agoneutral
Could Albany International (AIN)’s The Boeing (BA) Deal Strengthen its Aerospace Growth Story?

Albany International Corp (NYSE:AIN) segment Albany Engineered Composites reached an agreement with The Boeing Company (NYSE:BA) to extend component manufacturing for the 787 Dreamliner. Under the deal, Albany will continue producing approximately 300 unique composite fuselage frames for Sections 41 and 43 at its Salt Lake City facility, continuing a program partnership established in 2014. […]

Boeing’s Deliveries are at an 8-Year High. Is its Production Recovery Taking Hold?
Insider Monkey2h agoneutral
Boeing’s Deliveries are at an 8-Year High. Is its Production Recovery Taking Hold?

Boeing (NYSE:BA) delivered fewer aircraft in August than it did a year earlier, but that headline misses the more interesting number for investors. Through the first eight months of 2026, the planemaker handed over 418 aircraft, its highest total for the period since 2018. DON’T MISS: American Airlines vs. Ryanair: Which Airline Is Better Positioned […]

Is GE Aerospace's Lead Already In Its Stock Price?
Trefis2h agoneutral
Is GE Aerospace's Lead Already In Its Stock Price?

GE Aerospace (GE) earns the widest operating margin in a group of six peer companies, and it grows revenue faster than all but one of them. The market already charges for that lead. Yet over the past twelve months the stock has returned far less than RTX, a slower-growing rival. The quality is real. The question is how much of it you are already paying for.

Is Now The Right Time For Joby Stock?
Trefis9h agoneutral
Is Now The Right Time For Joby Stock?

A $10,000 holding in Joby Aviation (JOBY) a year ago is now worth about $3,940. The S&P 500 returned 16.5% over the same year. Even after that fall, Joby’s valuation reflects market expectations for electric air taxis that have not yet entered commercial passenger service. Is buying Joby now too early, before those air taxis carry their first passengers.

Boeing’s (BA) 737 MAX Landing Gear Exchange Expands Its Aftermarket Opportunity
Insider Monkey10h agoneutral
Boeing’s (BA) 737 MAX Landing Gear Exchange Expands Its Aftermarket Opportunity

The Boeing Company (NYSE:BA) achieved a major milestone by extending its established Landing Gear Exchange Program to single-aisle 737 MAX platform. In that regard, the company recently completed the first landing gear exchange with American Airlines, authenticating the program’s quality benchmarks. For Boeing, this development is an acknowledgment of its capacity to supply fully overhauled […]

Boeing Clears Labor Overhangs, But Still Needs $10 Billion in Cash Flow to Complete Its Turnaround
TIKR11h agoneutral
Boeing Clears Labor Overhangs, But Still Needs $10 Billion in Cash Flow to Complete Its Turnaround

Key TakeawaysBoeing’s engineering union, SPEEA, recommended on September 22 that members accept the company’s latest contract offer, removing a strike risk CEO Kelly Ortberg called his “1, 2, 3, 4, 5 priority” on the July earnings call, one that would have shut down 777X certification testing. Six days before that recommendation, Boeing disclosed at the September 16 Morgan Stanley Laguna conference that 737 production at 47 planes a month is “not yet stable” because of a wing-shop flow problem,

Morning Bid: Diplomacy takes a back seat
Reuters17h agoneutral
Morning Bid: Diplomacy takes a back seat

A look at the day ahead in European and global markets from Rocky Swift With the effects of surging oil prices cascading through markets and supply chains, diplomatic efforts to settle simmering trade

Hope fading for new Boeing deal during US-China summit, sources say
Reuters19h agoneutral
Hope fading for new Boeing deal during US-China summit, sources say

SEATTLE, Sept 23 (Reuters) - Hopes for a new China commitment to buy Boeing planes are sinking ahead of a Thursday summit between the US and Chinese presidents, two people briefed on the matter said on Wednesday, with negotiations still in ‌flux. The planemaker instead is trying to finalize a May deal for China to buy 200 planes, rather than earlier hopes of securing new commitments ‌for hundreds more jets, the people said on condition of anonymity because the talks are private.

Boeing’s Demand Is Strong. Can Production Finally Catch Up?
Insider Monkey1d agoneutral
Boeing’s Demand Is Strong. Can Production Finally Catch Up?

Boeing’s long-term growth hinges on one question: can the company increase aircraft production and turn its massive backlog into cash flow? Recent comments from CEO Kelly Ortberg suggest that the process is taking longer than expected. The remarks sparked a selloff in Boeing (NYSE:BA) shares. Bank of America Securities came out positive, arguing that the […]

Is Boeing (BA) Expensive As Korean Air’s 103 Jet Order Lifts Its Backlog?
Simply Wall St.1d agoneutral
Is Boeing (BA) Expensive As Korean Air’s 103 Jet Order Lifts Its Backlog?

The latest move lifting investor focus onto Boeing (BA) is Korean Air’s finalized order for 103 aircraft, a US$36.2b list-price deal that meaningfully thickens the commercial backlog. The headline order arrives at a time when Boeing’s short term share price return has been weak, with the stock down 10.23% over 90 days and 13.19% year to date. However, the 3 year total shareholder return of 1.06% points to only modest long run progress so far, as investors weigh fresh contracts against ongoing...

Boeing (BA) Stock Looks Like A Bargain Following Its 13% Slide
Simply Wall St.1d agoneutral
Boeing (BA) Stock Looks Like A Bargain Following Its 13% Slide

Boeing has had a difficult run in 2026, with the share price down 13.2% year to date, so the obvious question is whether that slide matches what the business is generating in cash. With production hiccups, an acquired supplier and fresh cost discoveries now in the mix, the real issue for investors is how today’s price lines up with the cash flows the company is expected to produce over time. The stock is down 13.2% year to date, which puts the focus squarely on whether the current valuation...