Despite 777X delays and FAA restrictions in 2025, Boeing outperformed the broader market, with its shares rising more than 22% since the beginning of last year.
The increase in 737 MAX production to 38 aircraft per month and the FAA’s approval to raise production to up to 42 aircraft painted a positive operational picture, while the rise in 787 Dreamliner deliveries during the same period enabled the company to gain significant momentum on the production and delivery front.
Management’s expectation of returning to positive free cash flow in 2026 and an order backlog exceeding $600 billion were the key factors supporting the rise in Boeing’s share price.
