Boeing – Commercial Aerospace Recovery & Competitive Positioning – 2 December 2021

  • Credit
  • Industrials
  • North America


Former VP at The Boeing Co


  • Commercial aerospace recovery and Boeing’s (NYSE: BA) competitive positioning vs Airbus (PAR: AIR)
  • 737 Max production and delivery targets, highlighting recertification in China and reputational impacts on competition with A320/A321
  • Product mix and cost analysis related to 787 Dreamliner production problems, plus efforts to mend FAA (Federal Aviation Administration) relationship
  • Pricing dynamics and outlook as industry recovery and production ramp-up continues – how could the global fleet change post-coronavirus?


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