Boeing (BA) is a mess-and not the kind that can be cleaned up easily. The impact is likely to be felt in every corner of the airplane world for years to come, Al Root writes in this week’s edition of Barron’s. Despite its recent decline, Boeing’s stock isn’t a buy just yet, nor are suppliers like RTX (RTX) -the former Raytheon-and Spirit AeroSystems (SPR), which continue to struggle with their own manufacturing issues, the author adds. Airlines, too, could have problems building capacity, though Delta Air Lines (DAL), which flies fewer Boeings than its competitors, might be the most insulated. The best bets may be the “aftermarket” players like TransDigm Group (TDG) and FTAI Aviation (FTAI), which sell spare parts, provide maintenance, and benefit as more airlines are forced to use older planes, the publication says.
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