Key Points We’re updating our forecast for BA after the company reported its 1Q25 orders and deliveries data last week. BA delivered 130 commercial jets in 1Q vs. our forecast for 118,...
Key Points We’re updating our forecast for BA after management commentary last week that indicated BA’s commercial supply chain is performing well, putting the firm in position to deliver more aircraft...
Key Points We’re raising our target price on shares of BA by USD6 to USD228 post the firm’s 4Q earnings call earlier this week, and we're reiterating our Overweight rating...
Key Points We’re updating our forecast for BA after the firm preannounced certain 4Q financial results last Thursday, to include charges on the 777/767 programs that were largely related to the...
Key Points We’re updating our estimates following yesterday’s 4Q24 orders and deliveries release. We hadn’t updated our forecast following the low commercial deliveries that were noted in October and November, so...
Key Points We’re updating our model for the recent capital raise, to include both the common share and mandatory convertible preferred stock offerings. The capital raise, which we estimate lowered net debt...
Key Points We’re maintaining our Overweight rating on BA post yesterday’s 3Q24 earnings report, and despite the fact that BA’s IAM-751 union voted down the latest contract proposal last night (64%...
Key Points We’re lowering our forecast and target price for BA following the firm’s 3Q preannouncement after the close on Friday. The firm announced USD3B-worth of BCA charges related to the 777-X...