Coverage focuses on the commercial delivery ramp, free-cash-flow recovery and balance-sheet capacity, and on how index funds, active managers and the employee trust are positioned through the turnaround.
Composition of the shareholder register from 13F filings.
Discounted-cash-flow and FCF-yield valuation across three free-cash-flow paths.
Baseline report on the turnaround, financials and valuation.
Six valuation and balance-sheet tests compared across two dates.
Management commentary on 2026 guidance and the longer path toward ~$10B of free cash flow.
Pre-results review of deliveries, certification and labor developments.
Delivery trends and the fourth-quarter cash flow implied by annual guidance.
Revenue, free cash flow and balance-sheet capacity, updated for Q3 2026 results.
Event note on regulatory and labor developments.
Certification, production-rate and cash-flow risks.
Recovery in operating cash flow and segment margins.
Program status, charges and outlook for the 777X.
Comparison of supply-chain structure and concentration.
Side-by-side financial comparison.
Commercial market share versus Airbus and the defense segment.