Boeing is set to run higher but Wall Street's numbers don't show it

Kelly Ortberg boarded Air Force One for Beijing with prediction markets pricing an 86% chance of a Boeing aircraft purchase announcement out of the May 14-15 Trump-Xi summit, and US and Chinese media reporting a package that could include as many as 500 737 MAX narrowbody jets plus roughly 100 widebodies, with the upper-bound headline figure framed as 600 aircraft.[1] Wall Street's 2027-2028 consensus revenue model still assumes the China share that has held since the 737 MAX grounding, and Boeing CFO Brian West has said China represents about 10% of total backlog with roughly 500 China-destined jets sitting in the unidentified-customer line.