Boeing shares drop 6.3% on fresh 777X delays and supply chain snags

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โดย Simply Wall St·Read original
Summary · why it matters

Boeing shares fell 6.3% after renewed regulatory scrutiny threatened to push 777X certification into the late 2020s, while ongoing supply chain bottlenecks continued to constrain 737 MAX production. The setbacks reinforce execution risk around the company's core commercial programs, which are central to the investment thesis of stabilizing operations and converting a large backlog into recurring cash flow. Boeing's narrative projects $125.6 billion in revenue and $7.9 billion in earnings by 2029, requiring 10.9% annual revenue growth and a $6.0 billion earnings increase from the current $1.9 billion. The most optimistic analysts had once expected about $133 billion in revenue and $11.7 billion in earnings by 2028, but the latest delays highlight how far that view sits from the reality of continued certification and production risk. Boeing plans to showcase the 777X and MQ-28 Ghost Bat at the Farnborough Airshow, pairing its commercial flagship with an emerging autonomous defense platform as it works to restore confidence.

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Renewed regulatory scrutiny threatens to push 777X certification into late 2020s

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