Daily Ideas·Bullish·BA·2026年1月28日

Boeing is starting to turn the corner (Q4 2025)

Boudreau Capital
Substack

Boeing's 2025 results were positive, with momentum carrying into 2026. The company is ramping up production of the 737 MAX and 787, and the 777X certification is progressing. While 2026 is a transition year, Boeing is expected to return to positive free cash flow. The author is confident in the management and expects a 15% IRR.

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