Boeing Company (The)
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BO - BULLISH CONTINUATION

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A recent Jefferies report notes Boeing's (NYSE: BA) China Southern MAX-8 undergoing a customer acceptance flight, signaling a potential restart of MAX deliveries to China. This specific aircraft, relocated from MWH to BFI in August, has completed five test flights, hinting at a critical step before final delivery. Analysts highlight Boeing's 85 Chinese MAXs in inventory (out of 250) and 118 in unfilled orders, suggesting potential growth, excluding China from the 50/mo rate and $10BB FCF targets in 2025/2026.

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