Boeing returns to favor in the eyes of investors. The first delivery from April 737 Max to China
The Chinese market is responsible for about one tenth of the Boeing order portfolio. In April, the company considered selling several dozen ready or almost ready machineswhich originally were to reach the Middle Kingdom, which only emphasized the scale of liquidity risk in which the concern was found.
Return to regular deliveries means not only restoring the key cash stream, but also The first tangible improvement in US -China trade relations After months of tariff tensions.
From the side of the listing it can be seen that investors began to discount the reflection. Boeing shares gained over 10 % last month, and since the beginning of 2025 they have been above 22 percent higher. Today's session, while writing the text, brings a rate of USD 218.43, which means an increase of approx. 3.50 percent. relative to Friday's closure.
Boeing shares in the plus
Optimism not only supports the return of orders from China. In the quarter ended in March, Boeing increased revenues by 18 percent. y/y up to $ 19.5 billion, while limiting the loss to shares to $ 0.49, i.e. well below the market expectations. The catalyst were 57 percent higher Deliveries in the passenger aircraft segment – including 67 737 max.
The management board maintains a plan to raise production to 38 machines a month this year. If it materializes this plan according to the schedule, this should translate into positive cash flow in the second half of 2025.
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However, it is worth remembering that The process of rebuilding trust after a series of qualitative mishaps, a famous Alaska Airlines incident and last year's strikes in production plants are just beginning. Regulators around the world track each stage of certification of further max variants, and a tight supply chain still requires investment and stabilization. This does not change the fact that Monday flight to China is the first hard signal that Boeing is coming out of the operational and political crisis at the same time.
For individual investors, the closest control points will be: The pace of subsequent deliveries to Asia, implementation of the announced increase in production and publication of results for II KW.
Each trip can increase the variability of the course, but consistent improvement in these areas increases the chance that this year's upward trend will confirm this year's upward trend and return to levels from before the series of crises.
Note: The valuations included in the text are only informative and do not constitute a recommendation for the purchase or sale of financial products.
