On one hand, they’ve got a giant backlog and deliveries are finally picking up, which should be good. But then you see that massive 777X charge, more certification delays, and another ugly non-GAAP loss, and it’s hard not to worry. Cash flow may be creeping into positive territory, but it still feels fragile. And now they want to ramp up 737 production - great if it works, a mess if it doesn’t. Quality issues, regulatory pressure, execution risk, it all stacks up. I’m just hoping the progress keeps outweighing the chaos.
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