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Podcast – Our view on Boeing in 2025 and beyond

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Boeing had an excellent January, the best delivery month in several years. In January, Boeing beat Airbus in deliveries.

The issue is what comes next. Several analysts

are asking questions that we discuss. Customers, though, seem pleased with the progress.

Boeing’s 2025 will be loaded in the second half. MAX 8 deliveries are faster than before; yesterday (2/12/25), we saw another ex-Chinese MAX 8 go to Air India Express.  The inventory is being run down, creating the possibility of a virtuous cycle.