Jun. 4 at 11:21 AM
🛫
$BA just hit some turbulence. Shares are up 20% YTD under new CEO Ortberg’s turnaround, but China’s rumored 200–500 jet deal with
$AIR could slam the brakes on Boeing’s momentum.
🇨🇳 The world’s fastest-growing aviation market is leaning heavily toward Airbus, and
$BA has been iced out since 2017. Now China may lock in one of the biggest plane deals in history—
$37B–
$80B in Airbus orders.
📉
$BA’s comeback play is real—FAA greenlights 777X testing, defense finally profitable, and 737 MAX production rising. But without access to China, that growth runway gets shorter.
⚠️ Boeing’s recovery is flying high, but geopolitics might keep it grounded. Can Ortberg stick the landing, or will China’s Airbus love affair clip
$BA’s wings?
