Tim Plaehn here.
Most dividend stocks only pay you once every three months.
But with this little-known $15 gold investment, you could get paid every Friday.
In one month, those weekly payments could add up to $1,127.
I call them Friday Golden Payments.
See here how to collect gold income every Friday.
To your income,
Tim Plaehn
Chief Income Strategist, Investors Alley
Boeing and Airbus Report 24 Hours Apart. Who Turns Orders Into Cash?
Analyst Targets (Boeing)
- Barclays: Overweight, $300
- JPMorgan: Overweight, $290
- Bank of America: Buy, $270
- Morgan Stanley: Equal-Weight, $225 (cut Oct. 19)
- Consensus (29 analysts): Buy, $267 average vs. ~$185 current price
Two Backlogs, One Question
Boeing reports Tuesday before the open. Airbus answers Wednesday after the Paris close. In the 24 hours between, investors get the clearest read yet on which half of the world’s only commercial aircraft duopoly is actually converting demand into cash.
Boeing carries a $715 billion backlog and received FAA certification for the 737 MAX 10 on October 20, unlocking 1,555 orders that make up more than 30% of its unfilled 737 MAX book. Airbus holds about 9,300 aircraft on order with a confirmed 2026 target of around 870 deliveries. The question is not who has the backlog. It is who is shipping.
Boeing: Cash Is the Real Report
Wall Street expects a Q3 loss of roughly $0.21 per share on approximately $24.3 billion in revenue. The bar is intentionally low: a year-ago $4.9 billion 777X charge makes the comparison easy. What is not easy is free cash flow.
Management guided Q3 FCF to a positive “low hundreds of millions” despite a $700 million DOJ payment during the quarter, and held the full-year range at $1-3 billion. Boeing has not produced positive annual free cash flow since 2023. That guidance is the foundation beneath every bullish target on the Street.
There is a fresh complication. Reuters reported Friday that Boeing’s 777 freighter line has been idle for nearly two months after sole supplier Vaero stopped delivering a trailing-edge wing rib kit, costing Boeing as much as $6.5 million a day. The companies settled in late September, but freighter production had not resumed. The 767 and KC-46 tanker lines were also disrupted. Read Tuesday’s FCF number with that in mind.
Airbus: The Q4 Load
Airbus’s challenge is arithmetic. Through September, the company had delivered 547 commercial aircraft against its full-year target of around 870. Hitting that target requires 323 deliveries in Q4, more than 107 per month against a nine-month run rate of roughly 61. Q3 specifically saw 196 deliveries versus 201 a year earlier, with Airbus warning the shortfall would pressure margins. Metzler Capital Markets expects the target to be reaffirmed Wednesday; the question is whether management offers phasing detail rather than another repetition.
Supply chain pressure is not unique to Airbus. GE Aerospace’s own ramp showed how margin compression follows when an aerospace supplier pushes volume through a constrained production network.
The cash math is equally demanding. First-half adjusted EBIT was €2.70 billion against a €7.5 billion full-year target. Free cash flow before customer financing was negative €1.2 billion through June. The €4.5 billion annual FCF target is almost entirely a Q4 delivery story, and it has not started on schedule.
Bull / Base / Bear
Bull: Boeing FCF meets or beats guidance, 737 deliveries clear the 125-plane consensus, and management raises the FCF floor. BA re-rates toward $220. Airbus provides credible Q4 phasing; AIR pushes toward €210.
Base: Boeing hits revenue but FCF is thin given widebody disruption. Airbus reaffirms 870 without detail. Both stocks hold current ranges.
Bear: Boeing FCF disappoints, 777 disruption bleeds into Q4 guidance. Airbus signals a back-load analysts cannot model confidently. BA tests $170; AIR retests €180.
Bottom Line
Airbus is operationally ahead: stronger H1 revenue growth, cleaner supply chain, no DOJ payments. Its Q4 delivery requirement is aggressive enough that Wednesday’s guidance commentary matters as much as the nine-month headline. Boeing’s MAX 10 certification is real. What Tuesday grades is whether cash is following the orders. Backlogs are potential. Cash flow is the verdict.
