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Boeing recovery picks up steam, says BofA

Published 11/26/2024, 10:02 AM
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Investing.com -- Boeing's operational recovery is gaining traction following disruptions caused by a recent strike, according to Bank of America analysts in a note Tuesday.

In a note, BofA highlighted key signs of improvement in the aerospace giant’s production and delivery operations.

The bank, citing Aero Analysis Partners/AIR (AAP/AIR), said: "In the past week alone, the company delivered three 737s, bringing the November total to four."

The number of 737s in pre-delivery flights is also said to have increased, with AAP/AIR projecting three more deliveries by the end of the month.

Additionally, BofA says production activity is on the rise, with 14 737 rollouts identified this month, nine of which were delayed due to the strike but have now progressed through the Final Assembly Line.

Boeing’s other programs are also showing signs of improvement, noted BofA.

The analysts said the company completed its first 777 delivery since August, with another expected soon. On the 787 program, production appears stable, with AAP/AIR forecasting four to five rollouts in November, consistent with October levels.

Furthermore, BofA highlighted that deliveries are gradually picking up pace, with one 787 delivered this month and another expected shortly. Five additional 787s are said to be on Boeing (NYSE:BA)'s Everett flightline, suggesting near-term delivery potential.

Overall, Boeing's operational activity is reportedly accelerating, with 42 flights recorded last week across all programs—representing 54% of the month’s total flights.

While BofA maintained a Neutral rating on Boeing stock with a price objective of $170, analysts noted that the recovery appears to be taking root.

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