EADSY News & Analysis
2 articles
Market Mood
Boeing (BA) Expects Over $10B Annual FCF by 2028
Boeing (BA) anticipates generating more than $10 billion in annual free cash flow (FCF) by 2028, according to Wall Street consensus. The development of a next-generation narrow-body aircraft, projected to cost $50 billion, will play a crucial role in the company's long-term strategy. Past challenges, including high-profile crashes and COVID-19, have impacted cash flow negatively. Boeing's relationship with GE Aerospace (GE) is essential, particularly concerning engine choices for future aircraft models, which may also be influenced by competition from Airbus (EADSY) exploring open-fan engines.
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Boeing (BA) and Airbus (EADSY) Surge in Backlogs Benefiting Suppliers
Boeing (BA) and Airbus (EADSY) have reported significant increases in their backlogs, indicating strong demand for aircraft. Both companies are experiencing a resurgence in orders, which is likely to benefit dedicated parts manufacturers in the aviation sector, particularly those focused on components like wheels and brakes. As airlines expand their fleets and upgrade equipment, the supply chain for aviation parts could see heightened activity. This trend is important for market participants as it signifies potential growth areas within aviation supply chains.
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