Boeing: Will 737 & 787 Mega-Production Unlock a $600 Billion Comeback?

The Boeing Company’s third quarter of 2025 earnings presentation brought forth several noteworthy points that influence an investment thesis for the company. On the positive side, Boeing reported a significant increase of 30% in quarterly revenue, reaching $23.3 billion, driven by improved operational performance and higher commercial and defense deliveries. The company also generated positive free cash flow for the first time since 2023, at $238 million, indicating progress in its operational recovery. In the commercial segment, Boeing achieved milestones in its 737 program by successfully ramping up production to 38 airplanes per month and securing an agreement with the FAA to increase production to 42 planes per month. The company ended the quarter with a considerable backlog of 5,900 airplanes, underpinning future revenue prospects and production stability.