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Lufthansa hopeful Trump administration will spur Boeing deliveries as delays hit bottom line

1. Lufthansa expects U.S. admin support for Boeing delivery delays. 2. Earnings dropped 39% year-on-year due to delivery and strike issues. 3. Lufthansa has 41 aircraft waiting for delivery in the U.S. 4. They predict higher profits in 2025 driven by strong airline demand. 5. Increased German fiscal spending could positively impact Lufthansa's business.

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FAQ

Why Bullish?

Lufthansa's reliance on Boeing deliveries indicates operational recovery signs, beneficial for BA investors.

How important is it?

Positive sentiment regarding deliveries and potential support from the U.S. government could increase BA's stock value.

Why Long Term?

The resolution of delivery delays may lead to a more stable and profitable airline sector over the next few years.

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