BA The Boeing Company Loading... : Bullish and Bearish Analyst Opinions

From LUV earnings calls
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10:00
Apr 23
Tom Doxey Chief Financial Officer, Southwest Airlines Company LUV Q1 FY26 call
Boeing's 737 MAX delivery cadence is improving month-over-month, with Southwest seeing better predictability and on-time delivery. — If Boeing's production stability is sustainably improving, it de-risks fleet renewal plans for multiple airlines and signals a potential inflection in Boeing's operational credibility.
BA
HIGH
10:00
Jan 29
Tom Doxey CFO, Southwest Airlines Company LUV Q4 FY25 call
Southwest expects 66 Boeing 737-8 deliveries in 2026 and will retire 60 aircraft, implying net fleet growth of 6 units despite a flat fleet count in 2025. — Positive signal for Boeing's production ramp; Southwest is a major 737 customer and these deliveries support the MAX program's cash flow.
BA
HIGH
10:00
Oct 23
Tom Doxey Chief Financial Officer, Southwest Airlines Company LUV Q3 FY25 call
Boeing is consistently hitting delivery milestones, allowing Southwest to increase 2025 737-8 delivery count by 6 aircraft and retire more 737-800s. — Steady Boeing deliveries support Southwest's capacity and cost plans, and signal improving production reliability for BA.
BA
HIGH

About BA Analyst Coverage

Buzzberg tracks BA (The Boeing Company) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 3 total trade ideas tracked. Latest voices: Tom Doxey.