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.
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