Boeing will report quarterly results before the market opens Tuesday, with investors focused on how quickly it can increase aircraft production, especially the 737 Max. Consensus estimates from LSEG point to a smaller loss than the $5.34 billion net loss in the same period of 2025, with a loss of 21 cents per share and revenue of $23.84 billion expected. Boeing currently produces about 47 737 Max planes a month and aims for more, but CEO Kelly Ortberg said stabilizing output is taking longer than expected, with an increase planned for next year. The FAA recently approved the 737 Max 10, the largest model in the Max family, following the 737 Max 7 approval in August.
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- Great News for Boeing Investors
The U.S. Federal Aviation Administration (FAA) has certified Boeing's 737 MAX 10, a step the article says reduces risk and should improve earnings, cash flow and competitiveness against Airbus' A321neo. Management had repeatedly said it expected certification in 2027, but a history of groundings, delays and FAA production caps had left investors apprehensive. Once the already-built MAX 10s are delivered, Boeing will book revenue and cash that is currently tied up in undelivered aircraft; about 30% of its 737 backlog is MAX 10s, and larger aircraft typically carry higher margins. The MAX 10 has a range of 3,100 nautical miles and a maximum capacity of 230 passengers, below the A321neo's 3,400 to 4,700 nautical miles and 244 passengers, but it lets airlines add short-haul capacity without switching to Airbus planes.
- Boeing's Turnaround Just Hit a Pivot Point. Here's What It Means for the Entire Aerospace Supply Chain.
The article argues that improving 737 MAX delivery rates is the key to Boeing's turnaround, since higher production typically lowers unit costs and lifts earnings and cash flow. CEO Kelly Ortberg said production has not yet stabilized at 47 a month, with the problem appearing to relate to wings Boeing makes itself, while the supply chain, including CFM engines, is in good shape. Boeing targets 52 a month by year-end and then 57, when supplier inventories should align better with production. The article expects suppliers such as GE Aerospace, Hexcel, Woodward and Howmet to benefit in 2027, though GE Aerospace may face near-term pressure as LEAP engine output ramps up.
- Boeing wins FAA approval for 737 Max 10 after years of delays
The FAA certified Boeing's 737 Max 10 on Tuesday after years of delays, making it the last model in Boeing's best-selling jet family to receive government approval. The approval came weeks after federal officials reviewed a navigation system glitch and deemed it not a safety-of-flight issue. The Max 10, the largest model in the family, was originally slated to fly in 2020, but heightened scrutiny after two Max crashes in 2018 and 2019, along with other safety issues including engineering changes to an engine anti-icing system, delayed certification. Orders for this aircraft make up about 30% of Boeing's backlog, with customers including Alaska Airlines, American Airlines, United Airlines and Delta Air Lines. United's CEO said the lie-flat seats the airline expected for the plane are now sitting in a warehouse because the wait was so long.
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- Boeing Fell Back Below $200 Ahead of a Strike Deadline. Here's Why I'd Buy the Fear After New Contracts Were Signed
Boeing averted a strike earlier this month after new contracts were signed with 17,000 engineers and technical workers represented by SPEEA. Still, its shares are down 11.3% over the past month and 26.7% from their 52-week high. The defense side stands out: the U.S. Navy picked Boeing over Northrop Grumman for the sixth-generation carrier-based fighter, likely delivering in the 2030s, and the Air Force chose Boeing to develop the F-47 to replace the F-15. The commercial business has weighed on the stock, with supply chain problems for the 737 and an autopilot software glitch that triggered a sell-off on Sept. 28. The author sees the decline as an opportunity and cites Barclays analyst Anthony Valentini naming Boeing a potential winner in an industrial revolution scenario.
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