Debate over whether Boeing or Airbus is the better stock, as both face unique challenges.

From Nasdaq: 2025-07-01 09:33:00

In a recent podcast, Motley Fool analysts discussed Micron’s AI-fueled earnings, potential changes at the Fed, and big reveals at the Paris Air Show. They also debated whether Boeing or Airbus is the better stock. To catch full episodes, visit their podcast center for more investing insights.

Micron reported strong fiscal Q3 earnings with a 15.5% sequential revenue jump to 9.3 billion, on track for 10.5 billion next quarter. Palantir is partnering to build AI software for nuclear plants, and Mark Zuckerberg continues recruiting OpenAI researchers. Stay updated on the latest tech developments and industry moves.

The Paris Air Show brought innovation, like the CFM rise engine promising 20% fuel efficiency, though practicality remains a question. Riyadh Airlines choosing Rolls Royce engines for Airbus A350s highlights the company’s position in the commercial air market. Consider investing in top stocks for potential growth and returns. Rolls Royce, known for making engines for big wide body jets, faces slower growth in the engine market. Despite being a well-diversified company, it may not be the best stock to jump into currently due to lower spare part sales and servicing revenue.

Textron, the parent company of Beechcraft and Cessna, is worth investor attention. While they have faced challenges in the past, recent successes and upcoming business jet refresh cycles may lead to outperformance. They trade at a discount to other aerospace names and could attract activist interest if they don’t catch up.

Boeing and Airbus, the commercial aircraft duopoly, are facing different challenges. Boeing’s 787 Dreamliner crash and production restrictions from the 737 Max tragedies have impacted their debt levels. Airbus, on the other hand, has a cleaner story but both companies have a backlog of almost 13,000 planes, promising future cash flow.

Boeing’s path to recovery may take years, but with the current demand in the commercial aircraft market, there is potential for gains as their balance sheet heals. Patience is required for investors as Boeing works towards getting back to normal amidst strong demand and a massive backlog of orders. Boeing faces another setback with the Air India tragedy, while Airbus continues to perform well. Analysts discuss Boeing’s response and long-term challenges, including the need for a new clean sheet design. In a trivia segment, the number of towers guiding US airspace is revealed to be 648, highlighting the outdated air traffic control system. Modernizing air traffic control is a slow, complex process involving outdated technology and multiple companies. The investment opportunity in this sector remains uncertain. Randi Zuckerberg, former Facebook director and sister of Meta Platforms CEO Mark Zuckerberg, is on The Motley Fool’s board. Lou Whiteman holds positions in L3Harris Technologies and Leidos, while Tim Beyers has no positions in mentioned stocks. The Motley Fool recommends L3Harris Technologies, Meta Platforms, and Palantir Technologies, but advises consulting with financial advisors before investing.

Listeners are encouraged to visit megaphone.fmboard/ADHOCE for more information on ad choices. Tim Beyers, with engineer Dan Boyd, sign off for now. Consult legal and financial experts before making investment decisions. The Motley Fool does not take responsibility for any losses incurred from this advertisement.



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