Boeing eyes major China order as Trump's Beijing visit raises deal hopes

Wall Street is betting that President Donald Trump's high-stakes visit to Beijing this week could unlock Boeing's first major Chinese aircraft order in nearly a decade. Analysts at JPMorgan and Morgan Stanley have flagged a potential deal of more than 100 737 MAX jets, worth upwards of $13 billion at list prices.

China has historically been one of Boeing's largest export markets, but trade frictions and the prolonged grounding of the 737 MAX after two fatal crashes pushed Chinese carriers toward European rival Airbus. A return order would mark both a symbolic and a commercial breakthrough for the US planemaker, whose shares have trailed the broader market for years.

For investors, the question is whether a China deal can translate into a sustained earnings recovery. Boeing still faces production bottlenecks at its Renton factory and unresolved labour negotiations in Washington state, meaning that even a large order will take years to convert into delivered jets and reported revenue.