The post covid and 737 Max issue recovery is gathering steam at Boeing, recent order numbers are strong as is the perceived pipeline going forward, a good sign that the industry is healthy and that airlines are still investing in more efficient fleets and also expanding networks.
The numbers look strong going into a possible technical recession in the US and Europe but that seems like light turbulence for Boeing on the next 3 to 5 year horizon.
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dre aviation
London
