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News  ›  The Motley Fool

The Aerospace Stock About to Take Off

The Motley Fool Logo The Motley Fool By Neha Chamaria
The Aerospace Stock About to Take Off

Boeing's narrative is shifting from survival to growth as the company demonstrates strong recovery. The FAA increased 737 Max production caps to 42 aircraft per month with expectations to reach 47 in 2026. Boeing delivered 160 commercial planes in Q3 (highest since 2018) and expects 600+ deliveries in fiscal 2025. The company's $535 billion backlog and $4.7 billion acquisition of Spirit Aerosystems position it for improved cash flows and stock appreciation in 2026.

Insights
CEG   positive

Rallied 6% after receiving $1 billion loan guarantee from U.S. Department of Energy


BA   positive

Boeing is experiencing a significant turnaround with increased production capacity, record quarterly deliveries, a massive backlog worth $535 billion, and strategic acquisition of Spirit Aerosystems. Multiple positive catalysts suggest strong growth potential in 2026 and beyond.