{"id":1545124,"date":"2025-07-03T13:20:00","date_gmt":"2025-07-03T17:20:00","guid":{"rendered":"https:\/\/bugaluu.com\/news\/?p=1545124"},"modified":"2025-07-03T13:20:00","modified_gmt":"2025-07-03T17:20:00","slug":"june-looks-strong-boeing-monthly-aircraft-delivery-tracker-signals-recovery","status":"publish","type":"post","link":"https:\/\/bugaluu.com\/news\/june-looks-strong-boeing-monthly-aircraft-delivery-tracker-signals-recovery\/1545124\/","title":{"rendered":"“June Looks Strong”: Boeing Monthly Aircraft Delivery Tracker Signals Recovery"},"content":{"rendered":"

“June Looks Strong”: Boeing Monthly Aircraft Delivery Tracker Signals Recovery <\/span><\/p>\n

\n

Goldman analysts led by Noah Poponak maintain a “Buy” rating on Boeing, citing new Planespotters data that suggests the embattled planemaker may finally be emerging from its manufacturing slump<\/strong>. A series of mid-air incidents and quality control issues had previously forced 737 Max production caps, but June’s stronger delivery figures point to a potential turnaround.<\/p>\n

<\/a><\/p>\n

Poponak told clients that\u00a0Planespotters’\u00a0aircraft delivery tracker for Boeing planes is trending around\u00a058 deliveries for June<\/strong> (57 excluding 1 KC-46A delivery), including 42 737 MAX and 9 787.<\/p>\n

“Of the 42 MAX deliveries, we estimate 37 were new production, with 5 from inventory. 58 deliveries is a step function improvement over the mid-40 delivery rate BA has been holding for the last 5 months,” the analyst said.\u00a0<\/p>\n

<\/a><\/p>\n

Poponak noted the uptick in deliveries, calling June “strong” and “another month of progress,”<\/strong> as well as the highest in quite some time, adding that it “indicates to us that product quality improvements are holding, enabling higher production rates, and therefore allowing for more deliveries<\/strong>.”<\/p>\n

“We think BA will stabilize MAX production at ~38\/month over the next several months, request a move to 42\/month late in 2025, and raise production in increments of 5\/month thereafter<\/strong>,” he said.\u00a0<\/p>\n

<\/a><\/p>\n

Here’s a breakdown of Boeing’s June deliveries<\/strong> by aircraft variant.<\/p>\n

<\/a><\/p>\n

Poponak is Buy rated on the stock with a\u00a012-month price target of $226<\/strong>. He said this is\u00a0derived from targeting a 3.8% free cash flow yield on 2026E free cash.\u00a0<\/p>\n

<\/a><\/p>\n

Boeing shares are consolidating<\/strong>, a sign that direction could, at some point, be coming.\u00a0<\/p>\n

<\/a><\/p>\n

Related:<\/strong><\/p>\n

Goldman Flags Must-Own Defense Stocks Amid Pentagon’s Shifting Priorities<\/a><\/em><\/p>\n

Spoiler alert:<\/strong> Boeing is not on the ‘must-own’ defense stocks…\u00a0<\/p>\n<\/div>\n

Tyler Durden<\/a><\/span>
\nThu, 07\/03\/2025 – 09:20<\/span><\/p>\n

\u200bhttps:\/\/www.zerohedge.com\/military\/june-looks-strong-boeing-monthly-aircraft-delivery-tracker-signals-recovery<\/a>\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"

“June Looks Strong”: Boeing Monthly Aircraft Delivery Tracker Signals Recovery Goldman analysts led by Noah Poponak maintain a “Buy” rating on Boeing, citing new Planespotters…<\/p>\n","protected":false},"author":0,"featured_media":1545125,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1545124","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","wpcat-1-id"],"_links":{"self":[{"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/posts\/1545124","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/comments?post=1545124"}],"version-history":[{"count":0,"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/posts\/1545124\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/media\/1545125"}],"wp:attachment":[{"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/media?parent=1545124"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/categories?post=1545124"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bugaluu.com\/news\/wp-json\/wp\/v2\/tags?post=1545124"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}