BA·The Boeing Company

BA's 777-9 flight training simulators received initial qualification from the FAA and EASA, a crucial step toward regulator-approved pilot training, which should improve operational readiness. This development follows news that Boeing is making progress on orders and approvals, suggesting positive momentum for the company. Simultaneously, Boeing secured new jet orders from Vietnamese carriers, indicating growing demand in the Asian market and potentially boosting revenue. Airbus's 2026 production forecast of 870 jets, while a strong number, was below some market expectations, and the company's better-than-expected earnings are framed as negative news for BA due to the competitive landscape. However, Airbus's strong performance and record year are contrasted by the US government's preference for BA, potentially aiding in securing overseas deals. BAE Systems (BA) shares have shown strong returns, with a 59.9% total return over the past year and a recent price increase. Investors should monitor order flow, regulatory developments, and the competitive dynamics within the aerospace industry.