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Sep 19, 2025 12:30 PM

Boeing's Recovery Accelerates As Key Aircraft Deliveries Surge

Boeing Co.’s (NYSE:BA) operational recovery is gaining momentum, fueled by a significant increase in aircraft deliveries for its key 737 MAX and 787 programs. This progress on production lines is signaling a potential rebound in cash flow and overall financial performance for the aerospace giant.

Bank of America Securities analyst Ronald J. Epstein reaffirmed a Buy rating on Boeing Co. with a $270 price forecast, pointing to stable deliveries and cash flow recovery as catalysts for stronger results.

He said consistent progress on the 737 Max program in September underpins the outlook for the third quarter, with Aero Analysis Partners projecting about 118 units delivered for the quarter, above the second quarter’s 104 and well ahead of last year’s 92.

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Epstein also highlighted the 787 program as a ...