Learn More about Lumida ETF
Powered by LumidaWealth.com
Lumida News
  • Home
  • EarningsNEW
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us
No Result
View All Result
Lumida News
  • Home
  • EarningsNEW
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us
No Result
View All Result
Lumida News
No Result
View All Result
  • Lumida Wealth
  • Lumida Ledger
  • LUMIDA ETF
  • About Us
Home News Markets

Boeing to Take Billions in Charges After 777X Delay

by Team Lumida
October 3, 2025
in Markets
Reading Time: 4 mins read
A A
0
a tall building with a sign on top of it

Photo by Sven Piper on Unsplash

Share on TelegramShare on TwitterShare on FacebookShare on LinkedinShare on Whatsapp

Key Takeaways

Powered by lumidawealth.com

  • Boeing’s 777X certification and entry‑into‑service have slipped further, now expected in 2027 (early or H2 depending on the read), prompting analysts to forecast a non‑cash accounting charge of roughly $2.5B–$4B.
  • The program already carries >$11B in overruns and sits in a reach‑forward‑loss position (Boeing won’t recover development costs across the first ~500 jets).
  • Launch customers (Lufthansa, Emirates) are revising fleet plans; delay compresses near‑term cash inflows tied to scheduled deliveries and may require customer concessions.
  • The charge will hit upcoming earnings (Boeing reports Oct. 29) and could weigh on free‑cash‑flow expectations, supplier order cadence, and program‑level margin recovery.

What happened?

Boeing informed customers and investors that the 777X will not enter commercial service next year as previously hoped; certification work with FAA pilots/inspectors is taking longer than expected. Executives are preparing to book an immediate abnormal cost charge reflecting delayed deliveries, customer concessions and other program impacts. Major customers are already pushing out fleet plans, and management has signaled the company will quantify the financial impact at its next results.

Why it matters

The 777X is a strategically important, high‑margin product for Boeing’s long‑haul mix; further delay both defers revenue and forces incremental charges under Boeing’s accounting (reach‑forward loss mechanics). A multi‑billion charge reduces reported EPS and clouds Boeing’s stated path to positive free cash flow for the year, raises refinancing and covenant attention for program financing, and pressures margins for suppliers tied to the long‑range program. The reputational and operational backdrop—ongoing FAA scrutiny after prior crises—adds execution risk and could amplify customer leverage in negotiations over compensation or delivery timing.

What’s next

Boeing will disclose the charge size and specifics at its Oct. 29 earnings call—watch that release closely for the booked amount, cash vs. non‑cash split, and how management amortizes or spreads the impact across programs. Track customer comments (Lufthansa, Emirates, Cathay) for firm delivery re‑timing and potential order deferrals or concessions; monitor supplier order flow and capex cadence for engine, composites and cabin vendors for knock‑on revenue effects. Also follow FAA certification milestones, Boeing’s free‑cash‑flow guidance updates, any changes to backlog recognition, and market reaction in Boeing equity and credit spreads to assess broader financial and operational risk.

Source
Previous Post

BlackRock/GIP Nears $40B Takeover of Aligned Data Centers

Next Post

Bitcoin Climbs to $120K as Safe‑Haven & ETF Flows Drive Rally

Recommended For You

Boeing Said to Prepare for 737 Output Hike

by Team Lumida
1 hour ago
a tall building with a sign on top of it

Key Takeaways Powered by lumidawealth.com Boeing is guiding suppliers that 737 Max production could rise to 42 jets/month as soon as October, with further pushes planned (targeting ~53/month by...

Read more

Terraformation’s Tree‑Subscription Service

by Team Lumida
2 days ago
A cell phone sitting on top of a wooden table

Key Takeaways Powered by lumidawealth.com Terraformation (founded by former Reddit CEO Yishan Wong) launched a $25/month subscription that funds planting and multi‑year care for biodiverse forests, with initial projects...

Read more

Google to Build $4B Data Center in Arkansas

by Team Lumida
3 days ago
China Stimulus: Enough to Sway Markets?

Key Takeaways Powered by lumidawealth.com Google will invest $4 billion to build a data center on >1,000 acres in West Memphis, Arkansas — its first facility in the state....

Read more

Samsung, SK Hynix Rally on OpenAI Stargate Partnership

by Team Lumida
4 days ago
black and white city building during daytime

Key Takeaways Powered by lumidawealth.com Samsung and SK Hynix struck letters of intent with OpenAI to supply chips and infrastructure for OpenAI’s Stargate AI‑data‑center initiative, sending both stocks to...

Read more

JPMorgan Boosts Alibaba Price Target to Street High on AI, Cloud

by Team Lumida
4 days ago
Tax-Loss Harvesting Surge: JPMorgan’s $15 Billion Windfall

Key Takeaways Powered by lumidawealth.com JPMorgan raised its price target for Alibaba’s Hong Kong shares to HK$240 (end‑2026), implying ~36% upside from the recent close and the highest Street...

Read more

Boeing Begins Early Work on 737 MAX Successor

by Team Lumida
6 days ago
a building with palm trees in front of it

Key Takeaways Powered by lumidawealth.com Boeing has initiated early-stage development of a new single-aisle aircraft to replace the 737 MAX, including flight-deck design work and engine discussions with Rolls‑Royce;...

Read more

China’s PMIs Hint at Tepid Manufacturing Stabilization as Services Cool

by Team Lumida
6 days ago
China’s Bold Economic Moves: What You Need to Know Now

Key Takeaways Powered by lumidawealth.com Official manufacturing PMI ticked up to 49.8 in September (from 49.4), still in contraction for a sixth month; production subindex rose to 51.9, while...

Read more

Goldman Strategists Turn Bullish on Stocks Into Year-End

by Team Lumida
1 week ago
Goldman Sachs Urges Investors to Cut Risk: Is a Selloff Looming?

Key Takeaways Powered by lumidawealth.com Goldman Sachs turned overweight equities on a 3-month view, citing resilient US growth, supportive valuations, and a dovish Fed pivot without recession. Credit cut...

Read more

Tesla Urges EPA to Keep Emissions Rules That Support EV Adoption

by Team Lumida
1 week ago
blue coupe parked beside white wall

Key Takeaways Powered by lumidawealth.com Tesla told the EPA it supports keeping the “endangerment finding” that legally underpins Biden‑era tailpipe emissions rules designed to push EV share above 50%...

Read more

Jollibee’s U.S. Push: From Diaspora Favorite to Mainstream Contender

by Team Lumida
1 week ago
a restaurant at night with neon signs and a dark sky

Key Takeaways Powered by lumidawealth.com Jollibee plans to more than triple North American locations to ~350 over the coming years, scaling via franchising after recent company-operated success in high-visibility...

Read more
Next Post
Bitcoin Plunges to $64K Amid U.S. Tech Stock Turmoil

Bitcoin Climbs to $120K as Safe‑Haven & ETF Flows Drive Rally

OpenAI Hack: Why AI Companies Are Prime Targets for Cyberattacks

OpenAI Reverses Sora Copyright Stance

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Related News

a group of small black and purple dice

Solana-Ether Ratio Hits 3-Month Low

June 20, 2024
Bitcoin Could Drop to $50K Before a Potential Fed-Driven Rally

MicroStrategy Reports $4.23 Billion Loss as Crypto Holdings Struggle and Revenue Declines

May 2, 2025
LG Electronics Expects Q2 Operating Profit to Halve Amid Weak Consumer Sentiment and Higher U.S. Tariffs

LG Electronics Expects Q2 Operating Profit to Halve Amid Weak Consumer Sentiment and Higher U.S. Tariffs

July 7, 2025

Subscribe to Lumida Ledger

Browse by Category

  • Lifestyle
    • Family Office
    • Health and Longevity
    • Next Gen Wealth
    • Trust, Tax, and Estate
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Latest
    • Macro
    • Markets
    • Real Estate
  • Research
    • Trackers
  • Themes
    • Aging & Longevity
    • AI
    • Biotech
    • CRE
    • Cybersecurity
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
    • Software
Facebook Twitter Instagram Youtube TikTok LinkedIn
Lumida News

Premium insights to help you invest beyond the ordinary. Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser

CATEGORIES

  • Aging & Longevity
  • AI
  • Alt Assets
  • Biotech
  • CRE
  • Crypto
  • Cybersecurity
  • Digital Assets
  • Equities
  • Family Office
  • Health and Longevity
  • Latest
  • Legacy Brands
  • Lifestyle
  • Macro
  • Markets
  • News
  • Next Gen Wealth
  • Nuclear Renaissance
  • Private Credit
  • Real Estate
  • Software
  • Themes
  • Trackers
  • Trust, Tax, and Estate

BROWSE BY TAG

AI AI chips AI demand Amazon Apple Artificial Intelligence Banking Bitcoin China Commercial Real Estate CPI Crypto Donald Trump EARNINGS ELON MUSK ETF Ethereum Federal Reserve financial services generative AI Goldman Sachs Google India Inflation Interest Rates Investment Strategy Japan Jerome Powell JPMorgan Markets Meta Microsoft Nasdaq Nvidia OpenAI private equity S&P 500 SEC Semiconductor stock market Tech Stocks tesla Trump Wells Fargo Whale Watch

© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018

No Result
View All Result
  • Home
  • Earnings
  • News
    • Alt Assets
    • Crypto
    • Equities
    • Macro
    • Markets
    • Real Estate
  • Lifestyle
    • Family Office
    • Health and Longevity
  • Themes
    • Aging & Longevity
    • AI
    • CRE
    • Digital Assets
    • Legacy Brands
    • Nuclear Renaissance
    • Private Credit
  • About Us

© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018