How has safety impacted Boeing's recovery?

Safety concerns have impacted operations, leading to regulatory scrutiny and order cancellations still weighing on Boeing's recovery. As Boeing balances the high expenses of both its commercial and defense operations, financially it is under great pressure as it manages significant debt and cash flow problems.

Is Boeing preparing for a strong second quarter?

TD Cowen's latest note suggests that while Boeing (NYSE:BA) may face a challenging second quarter, a strong recovery is anticipated in the latter half of the year. Boeing's productivity enhancements are expected to drive a substantial increase in free cash flow (FCF) to $10 billion by 2026.

Is a Boeing separation a good investment?

For investors, a Boeing separation offers both interesting benefits and possible hazards. Through three targeted divisions—Commercial Airplanes, Defense & Space, and Global Services—Boeing may release significant shareholder value. The Edge Consulting Group who specialize in breakups, indicate 100% upside to the current stock price of $153.