Boeing Delivers 46 Aircraft in January, Third-Strongest on Record
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy BA?
Source: seekingalpha
- Strong Delivery Performance: Boeing delivered 46 aircraft in January, including 38 737 Max jets and five 787 Dreamliners, marking the third-highest January delivery on record, despite a drop from December's 63, indicating robust market performance.
- Outpacing Airbus: Boeing surpassed Airbus's 19 deliveries in January, which consisted of 15 A320neo-family aircraft, three A220s, and one A350, suggesting a competitive edge that may bolster investor confidence.
- New Orders Surge: Boeing secured 107 new orders in January, resulting in a net increase of 103 orders after accounting for four cancellations, significantly outpacing Airbus's 49 net orders, reflecting strong market demand for Boeing's offerings.
- Key Customer Orders: Aviation Capital Group ordered 50 737 Max jets, while Air India completed an order for 20 737-8s; additionally, Boeing received 30 new orders for the 787 from Delta Air Lines, further solidifying its position in the global aviation market.
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Analyst Views on BA
Wall Street analysts forecast BA stock price to rise
17 Analyst Rating
14 Buy
2 Hold
1 Sell
Strong Buy
Current: 239.350
Low
150.00
Averages
252.43
High
285.00
Current: 239.350
Low
150.00
Averages
252.43
High
285.00
About BA
The Boeing Company is an aerospace company. Its segments include Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS). Its BCA segment develops, produces and markets commercial jet aircraft principally for the commercial airline industry worldwide. Its family of commercial jet aircraft in production includes the 737 narrow-body model and the 767, 777 and 787 wide-body models. Its BDS segment is engaged in the research, development, production and modification of manned and unmanned military aircraft and weapons systems for strike, surveillance and mobility. Its BGS segment provides services to its commercial and defense customers worldwide. It sustains aerospace platforms and systems with a range of products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Rising Capital Expenditures: Boeing's capital spending surged to $4 billion in 2025, up from $2.9 billion in 2024, driven partly by the need to ensure timely delivery of fixed-price development programs, which adds additional pressure on cash flow.
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- Data-Driven Development: Joby's autonomous flight initiatives will generate substantial flight-hour data akin to Tesla's full self-driving software, further enhancing its technological capabilities and accelerating market entry, making it an attractive stock for investors seeking eVTOL exposure.
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- Market Leadership Advantage: Joby's vertically integrated strategy positions it as a first mover in the electric vertical take-off and landing market, with plans to launch autonomous flight features by late 2025, potentially gaining an edge in funding and market trust.
- Dual-Use Strategy: Joby's plan to develop autonomous eVTOLs for military applications in the near term not only allows for early technology testing but also lays the groundwork for future civil market adoption, akin to Tesla's data accumulation for full self-driving software.
- Risk Management and Competition: By collaborating with Nvidia, Joby mitigates the risk of Wisk overtaking it in the autonomous market, with expectations that Joby could launch both piloted air taxis and possibly autonomous military versions before Wisk's civil autonomous eVTOL is certified.
See More
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