The era of “If it’s Boeing, I’m not going” may be ending…  *fingers crossed* 

I’m I dreaming? Or is Boeing actually turning a corner? Yesterday, Boeing’s CFO, Jay Malave, basically walked out, waved his hand over the flaming pile of sh*t behind him and said, “Jet deliveries, we’re good.” 

(Source: Giphy) 

In short, after three years of “spontaneous detachable features,” supply chain migraines, FAA babysitting, and enough quality-control drama to keep Coffeezilla unhinged AF, Boeing is suddenly acting like 2026 is going to be the year everything magically threads the needle. And the market ate it up like shareholders have the memory of a goldfish. The stonk popped 10% because of it. 

So what happened here? Well, Malave showed up at UBS and said that both the 737 and 787 deliveries are expected to moon in 2026, with MAX 10 certification (read: the FAAs stamp on it actually being a “safe” commercial flight LOL) to be done later 2026. Additionally, free cash flow is expected to be positive. “Low single digits”, sure… but positive. Oh, and the Spirit Aero is set to be wrapped up this year while the DOJ penalty is kicked to 202666 because why not.

(Source: CNBC) 

Which, to be fair, is the rosiest Boeing outlook investors have heard since the last time the company hadn’t blown a hole in its own fuselage. And yet, this turnaround story is basically Boeing promising that… this time…  they’ll actually deliver the jets customers ordered without surprise structural exfoliation. That alone qualifies as bullish now. Translation: The bar is on the floor. As for more HODL news, October deliveries were strong, the company turned cash-positive for the first time in almost two years, and production is finally stabilizing instead of whipping investors with a volatility that gives them nightmares. They’re targeting 42 MAX units a month and eight 787s, with 450 total jets next year. So yeah… if you squint hard enough, it’s progress.

Zooming out though, Boeing hasn’t posted an annual profit since 2018. Half the investment community has PTSD from watching the MAX saga unfold. And the other half is waiting to see if the FAA actually trusts Boeing enough to let them certify anything without a six-month paperwork arc. So when the CFO gets on stage and basically says, “Don’t worry guys, free cash flow is back on autopilot,” you can feel the collective market reaction: Please, for the love of God, just let this be true. 

(Source: Giphy) 

Translation: When a stock has been taking body blows since September, sometimes you don’t need a miracle… you just need the company to stop setting itself on fire. Boeing doesn’t need to be perfect. It doesn’t need to beat Airbus tomorrow or reinvent aviation… it just needs to deliver airplanes and not implode. Bold strategy Cotton, let’s see if it pays off for ‘em. Until next time, friends…

At the time of publishing, Stocks.News does not hold positions in companies mentioned in the article.