1. Trump frustrated by delayed Boeing 747 delivery; cost overruns exceed $2B. 2. Elon Musk assists Boeing in streamlining Air Force One requirements. 3. Boeing 737 Max production set to reach 38 units per month. 4. New leadership under Ortberg boosts reliability; airline customers grow optimistic.
Despite high-profile 747 delays, improved 737 Max production and turnaround under Ortberg suggest near-term earnings support. Historical turnaround stories, like the 787 recovery, have lifted investor sentiment.
While Air Force One delays are a blemish, the turnaround in 737 delivery and leadership improvements may moderately boost BA’s stock price. The news has mixed factors, balancing delay costs with production optimism.
The ramp-up in 737 production and supply chain improvements are expected to influence quarterly results. Customer confidence improvements can positively affect early performance.