👍☺️Boeing Tries To Take Off With One Engine

Boeing is having one of those “good news, bad news, please don’t look too closely at the middle news” weeks — and Wall Street is somehow choosing to hear only the good part. On the good side: regulators just cleared Boeing to raise 737 MAX production from 38 jets a month to 42, lifting a cap that had been in place since a door plug blew off a MAX 9 in January 2024 and triggered a whole-of-government safety crackdown. The FAA says it did deep inspections, restored some of Boeing’s own sign-off authority on safety checks, and is still watching the company like a hawk. Boeing, which hasn’t posted a profit since 2018 and is still carrying about $53 billion in debt, is openly pitching this as the moment production stabilizes and cash flow stops acting like a horror movie.

Also good (for Boeing’s revenue story, at least): Vietnam Airlines agreed to buy roughly 50 Boeing jets in a deal valued at more than $8 billion as part of a new U.S.–Vietnam trade framework. U.S. officials are treating that order as proof that Boeing is still a preferred national export machine, not just a domestic headache, and Boeing badly needs that message. Big international aircraft orders help fill its backlog and signal to investors that airlines still believe Boeing can deliver planes on time — eventually.

Now the not-so-good part -which Boeing would prefer you discuss quietly and indoors- about 3,200 union workers at three Boeing defense plants in Missouri and Illinois. The factories that build and service F-15s, F/A-18s, and other U.S. military hardware, just voted to reject the latest contract offer and will keep striking, almost three months in. The vote was razor-thin, and the union says the company still hasn’t fixed retirement benefits or offered the kind of ratification bonus other Boeing workers got, while Boeing is hinting that some employees are thinking of crossing the line. This standoff hits Boeing’s Defense, Space & Security division, which is a major source of revenue and credibility while the commercial side is still digging itself out of safety investigations.

Boeing is basically trying to take off with one engine called “Global Orders + FAA Confidence!” while the other engine, “Please Come Back To Work And Build Fighter Jets,” is sputtering on the tarmac with a picket sign. The market-friendly version of this story is, “Production is ramping, international demand is strong, long-term profitability is in sight.” The labor version is, “Cool story, but maybe pay the people who actually build the planes and missiles you keep bragging about.” Both are true. The comedy is that Wall Street is already boarding the flight, ordering a ginger ale, and acting like nothing could possibly shake midair this time.

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