Boeing – Commercial Aerospace Outlook & Operational Challenges

  • Public Equity
  • Industrials
  • North America


Former executive at The Boeing Co


  • Boeing’s (NYSE: BA) key challenges, including the 737 Max and 787 Dreamliner delays
  • Market share shifts and Boeing’s ability to retake share
  • Supply chain and labour outlook
  • Industry-wide complexity headwind
  • Commercial aftermarket opportunities, discussing recent partnership with Spirit AeroSystems (NYSE: SPR)


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