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Jim Cramer's Bullish Take on Boeing Stock After Earnings

CNBC TelevisionAugust 7, 20252 min4,056 views
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Boeing's Commercial Progress

  • ✈️ Boeing is highlighted for its incredible progress in its commercial division, with CEO Kelly Orberg doing a great job.
  • 💡 The company is positioned to build more and more planes, which is expected to lead to better gross margins.
  • 🎯 Boeing has a strong order book, with customers being told to "get in line," indicating high demand.

Financial Outlook and Margins

  • 📈 As production increases, margins are expected to keep going higher.
  • 💰 The Dreamliner and larger planes are performing exceptionally well.

Leadership and Defense

  • 🤝 Kelly Orberg is recognized as a different kind of CEO, having come from an industrial background, and is credited with turning the company around.
  • 🛡️ While the defense sector is mentioned as likely to be terrific, the primary focus is on the commercial success.
  • ✅ Cramer expresses strong confidence in the stock, calling it a "star of earnings" and a great value at its current price.
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What’s Discussed

BoeingCommercial AircraftKelly OrbergGross MarginsProduction IncreaseOrder BacklogDreamlinerDefense SectorStock PerformanceEarnings Report
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