S&P On Boeing Says Assume A Significant Increase In 2025 Deliveries, And Further Improvement Thereafter; Believe The Re-integration Of Spirit Would Likely Improve Product Quality Over The Long Term; Negative Outlook On Boeing Primarily Reflects Risk That Max Production And Delivery Increases Could Progress More Slowly Than We Expect
Portfolio Pulse from Benzinga Newsdesk
S&P forecasts a significant increase in Boeing's 2025 deliveries, with further improvements expected thereafter. The re-integration of Spirit AeroSystems is anticipated to enhance product quality over the long term. However, a negative outlook on Boeing is maintained, primarily due to the risk that MAX production and delivery increases may lag behind expectations.
April 25, 2024 | 2:26 pm
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POSITIVE IMPACT
The re-integration with Boeing is expected to improve Spirit AeroSystems' product quality over the long term, potentially benefiting its stock.
Spirit AeroSystems' re-integration into Boeing's operations is seen as a positive move that could enhance product quality and, by extension, its market position and stock value in the long term.
CONFIDENCE 75
IMPORTANCE 75
RELEVANCE 70
NEUTRAL IMPACT
S&P projects a significant rise in Boeing's 2025 deliveries and further enhancements thereafter, but maintains a negative outlook due to potential delays in MAX production and delivery.
The anticipation of increased deliveries by 2025 and quality improvements from the re-integration of Spirit AeroSystems could be positive for Boeing's stock. However, the negative outlook due to concerns over MAX production and delivery delays tempers expectations for short-term stock performance.
CONFIDENCE 80
IMPORTANCE 85
RELEVANCE 90