Boeing to Add Fourth 737 Max Assembly Line
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy BA?
Source: seekingalpha
- New Assembly Line: Boeing plans to bring a fourth assembly line for the 737 Max online in Everett, Washington, by mid-summer, aiming to enhance its monthly production capacity and solidify its market leadership.
- Production Increase Target: The company is moving from a production rate of 38 aircraft per month to 42, with an expected output increase of approximately 15% over the next 18 months, reflecting strong market demand and recovery in production capabilities.
- Key Milestone: Boeing's next production target is to reach 47 737 Max jets per month, which is seen as a crucial milestone in its recovery plan, indicating the company's confidence in future growth.
- Supply Chain Readiness: At the Pacific Northwest Aerospace Association conference, Boeing executive Katie Ringgold urged suppliers to prepare for upcoming increases in production, demonstrating the company's positive outlook on future market demand.
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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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- 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.
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