FAA orders inspections of nearly 2,000 Boeing 737 aircraft

Boeing (BA) stock is down 13.6% YTD despite FAA certification of the 737 MAX 10. Analysts see 42% upside, with an average price target of $267.22. Revenue is expected to grow to $97.54B in 2026 and $112.02B in 2027, though some banks have cut targets. The MAX 10 has 1,555 orders, and deliveries are expected to begin soon.

The FAA ordered inspections of 1,987 Boeing 737NG aircraft due to pitch oscillations caused by loose horizontal stabilizer mechanisms. The directive, effective November 23, 2026, requires checks and potential repairs. The FAA estimated $1 million in initial inspection costs for US-registered aircraft. Boeing provided inspection procedures in a June 2025 bulletin.

The FAA certified Boeing's 737 MAX 10, boosting earnings and cash flow prospects. Boeing expects deliveries in 2027, improving margins and competitiveness with Airbus' A321neo. The certification de-risks the company and enhances operations, according to management.

Boeing's 737 MAX 10 received FAA certification, competing with Airbus's A321neo. The MAX 10 features a new angle-of-attack system. Boeing's 777X faces delays, with Lufthansa pushing back its delivery. Lufthansa retired its last Airbus A340-600, ending the quadjet's service. The podcast discusses the implications for the industry and the history of the A340-600.

Boeing's 777F is now the most widely operated freighter, with 330 in service and 40% of global capacity. It carried $4trn in trade in 2025. The FAA's emissions exemption allows Boeing to sell 35 more 777Fs. Six have been ordered in 2026, with 20 delivered and 38 unfilled orders.

The FAA certified Boeing's 737-10 variant, allowing deliveries to begin soon. The aircraft can carry up to 230 passengers and offers lower per-seat costs and more range than competitors, according to Boeing. Certification was delayed due to avionics redesign work.