Boeing (BA) exec says it will continue to operate with extra buffer stock through 2026 and perhaps a little bit in 2027; important thing is FCF went positive in Q1 with increased production rates in commercial programs

• Confident on getting the 737 variants certified this year, via a CNBC interview.
• Expects MAX and 777-9 variants deliveries this year

Boeing's executives highlighted their positive free cash flow in Q1, which indicates improved financial health as production rates rise. Continued operations with a buffer stock through 2026 suggests proactive management amid supply chain uncertainties, and their confidence in certifying the 737 variants this year signals a steady turnaround in aircraft deliveries. Investors should watch how this performance influences future guidance and comparisons with peers in the aerospace sector.