Boeing's Turnaround Just Hit a Pivot Point. Here's What It Means for the Entire Aerospace Supply Chain.
Boeing (BA) aims to boost 737 MAX production to improve earnings and cash flow, benefiting its supply chain. CEO Kelly Ortberg noted production stabilization delays but expects improved alignment by 2027. Suppliers like GE Aerospace (GE), Howmet (HWM), Hexcel (HXL), and Woodward (WWD) are expected to see significant EPS growth in 2027-2028.






