Boeing Stock Falls On Big Drop In Airplane Deliveries

(9min)

Summary

  • Boeing faced significant challenges in 2024, including supply chain issues and a strike, leading to a sharp decline in orders and deliveries.
  • December saw a notable increase in orders, including 100 Boeing 737 MAX 10s from Pegasus Airlines, despite significant cancellations.
  • Boeing's deliveries picked up slightly post strike, but overall, 2024 saw a ~35% drop in delivery volume and value compared to 2023.
  • Looking ahead, 2025 is critical for Boeing to demonstrate sustainable production increases, with positive signs from Chinese customer identifications and restarted production lines.
  • Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More »
Boeing 787 Dreamliner

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For The Boeing Company (NYSE:BA), we already knew at the start of the year that the company would not see its delivery volumes pick up following the accident with the Boeing 737 MAX 9, and things got

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This article was written by

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Dhierin-Perkash Bechai is an aerospace, defense and airline analyst.

Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of BA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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