Bank of America’s big annual investor meetup was held at the Landmark Hotel in London… a spot that rumor has it, is so fancy you can’t walk in without a tailored suit and a net worth north of seven figures. But forget BofA and their small problem of $100 billion in unrealized bond losses. The real show came courtesy of a familiar name… Boeing. And boy, did CFO Brian West bring the sunshine and rainbows.

West took the stage and did what every good CFO does… hyped up Boeing’s progress while conveniently leaving out the part where their planes keep showing up in the news for, uh, less-than-ideal reasons. He assured investors that cash burn is finally easing after last year’s $14 billion furnace fire, and that the company is definitely on track to deliver more planes this year. Sounds great, right? Institutions and retailer investors seemed to think so… Boeing’s stock jumped over 6% after his remarks. But let’s not put the cart before the horse.

Sure, Boeing says it’s ramping up production. But let’s not forget that the FAA has a hard cap on how many 737 Max jets Boeing can produce per month, thanks to that lovely January 2024 incident where a door plug literally blew out mid-flight. You know, just a minor safety issue. So while Boeing might want to push more planes out the door, Uncle Sam is standing there like the secretary in Monsters Inc. with a clipboard saying, “Yeah, not so fast.”

Then there’s the little matter of tariffs. West brushed off concerns about Trump’s trade war round two, but behind the scenes, Boeing’s leadership isn’t exactly doing cartwheels. CEO Kelly Ortberg has already admitted that tariffs could jack up costs on critical parts like landing gear, and Boeing’s supply chain is so spread out (700 suppliers, 2,000 parts for a single 737) that any disruption is basically a logistical nightmare. Oh, and if things get really bad, the price of a 787 could shoot up by $40 million per plane, according to AerCap’s CEO. Good luck selling that to airlines that are already nickel-and-diming passengers over carry-on bags (thanks a lot Southwest).

Bank of America analysts are predicting that Boeing’s deliveries will spike at the end of March, following the company’s usual trend of doing everything they legally can to hit numbers before the quarter closes. If history is any indication, expect a last-minute push to get those 737s out the door before the earnings call. But with a recent fire at a key fastener factory and the FAA breathing down their necks, it remains to be seen whether they can actually meet those targets.

The good news for Boeing is that Wall Street still seems to have some patience left. The stock’s up, and investors are willing to believe that maybe this is the year Boeing turns things around. But this company hasn’t posted an annual profit since 2018. And while Brian West might be all smiles at a swanky London hotel, it’s what happens in the factories back home that really matters.

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Stock.News does not have positions in companies mentioned.