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Boeing's Rebound Is Well Underway—But Is It Too Late?

Boeing’s Rebound Is Well Underway—But Is It Too Late?
Boeing has endured a challenging period over the past several years, emerging as one of America’s most embattled industrial giants. Its total return over the last five years has been a modest 22%, starkly lagging behind the S&P 500’s 112% gain. The beginning of 2025 appeared particularly bleak for the company, with shares plunging 23% through early April. However, Boeing has since staged a remarkable turnaround. As of June 8, its stock had risen 23% for the year, significantly outperforming the S&P 500’s 6% return. This resurgence reflects not only improved market sentiment but also tangible operational progress. The critical question now is whether Boeing’s momentum can be sustained or if the company’s best days lie behind it.
Narrowing the Gap with Airbus
Boeing’s recent operational performance has shown encouraging signs, particularly in its ongoing rivalry with Airbus. On July 8, Boeing reported a substantial increase in aircraft deliveries, a key indicator of its market competitiveness. In June alone, the company delivered 60 commercial planes, representing a 27% increase compared to the same month last year. For the first half of 2025, Boeing’s deliveries reached 280 aircraft, a 60% rise from the corresponding period in 2024. Its Defense, Space, and Security division also experienced notable growth, delivering 62 units—a 48% increase year-over-year.
While Airbus continues to lead with 306 deliveries in the first half of the year and 63 in June, Boeing is steadily closing the gap. Airbus’s deliveries have declined by approximately 5.6% compared to last year, while Boeing’s have surged. This operational rebound is further strengthened by Boeing’s involvement in NASA’s Artemis II mission, which has elevated its profile in the global space industry and contributed to renewed investor confidence.
Persistent Safety Concerns Amid Progress
Despite these positive developments, safety remains Boeing’s most significant challenge. The June 12 crash of an Air India 787 Dreamliner has reignited scrutiny over the company’s safety record. Although no definitive fault has yet been attributed to Boeing, the outcome of ongoing investigations could have profound implications for the company’s stock performance. Any adverse regulatory findings are likely to trigger renewed market volatility.
Adding to these concerns, the Federal Aviation Administration (FAA) has mandated expanded inspections of Boeing’s landing gear, while the National Transportation Safety Board (NTSB) issued a rare safety bulletin highlighting potential issues with 737 Max engines. These regulatory actions underscore persistent doubts about Boeing’s quality control and reliability, even as the company strives to restore its reputation.
Long-Term Outlook: Demand and Competition
Looking forward, Boeing remains optimistic about the aviation industry’s long-term prospects. The company projects demand for 43,600 new airliners over the next two decades, a forecast consistent with those of Airbus and Embraer. This anticipated growth in global air travel presents a substantial opportunity for recovery, contingent on Boeing’s ability to sustain recent operational improvements and effectively address ongoing safety concerns.
Conclusion
Boeing’s rebound in 2025 is tangible, characterized by rising deliveries and renewed investor interest, bolstered by its expanding role in the space sector. Nevertheless, persistent safety issues and regulatory scrutiny continue to cast a shadow over its recovery. The company’s ability to maintain its comeback and reclaim its former stature will depend on delivering both reliable aircraft and confidence to customers and regulators alike.

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