Boeing: 777X Wins Big, Lower 737 MAX Deliveries Are No Surprise

Impact · against what's priced in

The news is moderately positive for Boeing, driven by the strategic integration of Spirit AeroSystems to solve systemic quality issues and strong wide-body order demand. The delivery dip is non-material as it reflects inventory depletion rather than a structural failure.

BA+0.60

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In context

The acquisition of Spirit AeroSystems provides a structural path to improve 737 MAX quality and supply chain control, while $17 billion in November orders confirms strong wide-body demand.

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• BA▲2913%
• supply chain▲6%
• m and a
• aerospace
• aviation
• manufacturing
• orders
• production