Boeing is in turnaround mode with Ortberg restoring engineering culture. 737 MAX production gradually rebuilding to 38/month. Defense business holds KC-46 and T-7A franchises. However Starliner reputational damage and free cash flow rebuild will take 2-3 years. Asymmetric optionality if execution proves out.
Thesis reviewed May 29, 2026
The Boeing Company is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States66NEUTRALView United States risk detail →🛡Defense100WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| AXON | Axon Enterprise Inc. | 90 | +10% | ↓32% | ENTRY |
| LMT | Lockheed Martin | 90 | +9% | ↓32% | ENTRY |
| NOC | Northrop Grumman Corporation | 90 | +17% | ↓32% | ENTRY |
| LDOS | Leidos Holdings, Inc. | 90 | +14% | ↓32% | ENTRY |
| BA | The Boeing Company | 90 | +9% | ↓32% | NEUTRAL |
| SAIC | Science Applications International Corp. | 90 | +11% | ↓32% | ENTRY |
| HEI | HEICO Corporation | 90 | +12% | ↓32% | ENTRY |
Investors who hold BA may also have indirect exposure through these country funds.
MAX production rate stabilizes at 38/month
Spirit AeroSystems integration closes
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Tim WalbergMI | Buy | $15k–$50k | Feb 7, 25 | ||
| Maria Elvira SalazarFL | R | Buy | $15k–$50k | Mar 19, 26 | +5.5% |
| Julia LetlowLA | R | Buy | $1k–$15k | Feb 2, 26 | +12.9% |
| Julie JohnsonTX | D | Buy | $1k–$15k | Dec 3, 25 | -6.7% |
| Julia LetlowLA | R | Buy | $1k–$15k | Oct 23, 24 | -5.5% |
| Julia LetlowLA | R | Sell | $1k–$15k | Jul 25, 25 | -5.5% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Dec 19, 25 | -3.6% |
| David RouzerNC | R | Buy | $1k–$15k | Dec 9, 25 | +1.3% |
| Thomas R. SuozziNY | D | Buy | $1k–$15k | Oct 24, 24 | +59.2% |
| David P. JoyceOH | R | Buy | $15k–$50k | Jun 19, 23 | +40.1% |
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] THE LEGAL BASIS FOR ACTION AGAINST VENEZUELAN DRUG TRAFFICKERS ======================================================================= HEARING BEFORE THE SUBCOMMITTEE ON OVERSIGHT OF THE COMMITTEE ON THE JUDICIARY U…
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] DISCUSSION DRAFT OF H.R._______ (REP. HURD), FOSTERING OPPORTUNITIES TO RESTORE ECOSYSTEMS THROUGH SOUND TRIBAL STEWARDSHIP ACT, OR THE FORESTS ACT ===================================================================== LEGISLATIVE HEARING BE…
[Senate Hearing 119-331] [From the U.S. Government Publishing Office] S. Hrg. 119-331 SBA'S HURRICANE HELENE RESPONSE: ONE YEAR LATER ======================================================================= FIELD HEARING BEFORE THE COMMITTEE ON SMALL BUSINESS AND ENTREPRENEURSHI…