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Boeing: aerospace group still faces headwinds

More deliveries and higher demand for maintenance are offset by continuing manufacturing issues

Travel is up in the air again. This time it’s good news for Boeing. The US aerospace group burnt through cash flow of just $507m during the third quarter, compared with negative free cash flow of $5bn in the same period a year ago. An increase in commercial aeroplane deliveries and demand for aircraft maintenance services have also helped the company to narrow its losses.

These both bring a welcome change. Over the past two years, Boeing has lurched from one crisis to another. Its 737 Max airliners were grounded following two fatal crashes. Its wide-body 787 was also hit by production issues followed by the collapse in air travel during the pandemic.

Though Boeing still has a long way to go before it can reclaim its former glory, its shares price shows plenty of optimism. After a one-third rally in its price over the past year, the stock now trades at 35 times 2022 earnings. Arch-rival Airbus has a multiple of just 21 times.

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