Editorial companion

What stands out

Kelly Ortberg, Boeing's chief executive, told investors to brace for months of delays and slower output, an admission that startled a market that had quietly rewarded the planemaker for getting its house back in order. The Bloomberg segment is a reminder that aerospace is still a one-bolt-at-a-time business, where a schedule slip ripples through airlines and suppliers. It also sets up an interesting contrast with Apple Inc., whose share price shows momentum even as its top-line growth looks tepid, making Boeing’s operational pain a live test of how investors trade safety versus cyclical recovery.