Can Boeing's Q4 2024 performance indicate recovery signs?

Boeing's Q4 2024 financial performance indicates significant challenges, with a -$3.86 billion net loss and a -$5.46 diluted EPS, reflecting a -12770% net income growth rate and a -13550% diluted EPS growth rate. The total revenue declined by -30.77%, amounting to $15.24 billion.

1. **Strategic Adjustments and Production Resumption**: Boeing has taken steps to address its challenges, including appointing a new CEO and implementing a 10% workforce reduction. The company has restarted production after a strike and is expected to ramp up gradually. This could signal a strategic turning point.
2. **New Orders and Modernization**: TAAG Angola's agreement with AerCap to acquire a Boeing 787-9 represents a significant modernization of their fleet. This could be a positive indicator for Boeing's future orders, although the impact on Q4 recovery is less immediate.
3. **Potential Comeback in 2025**: Despite a bleak performance in 2024, there is optimism that Boeing could make a strong comeback in 2025. The Trump administration's "drill baby drill" policy to boost oil and gas supplies might provide a boost to Boeing's commercial aircraft production.

In conclusion, while Q4 2024 shows a dire financial situation, the strategic adjustments, new orders, and potential policy shifts suggest that Boeing may be on the path to recovery by 2025.