Strategy Simplified S22E7: Boeing Didn’t Win the Race – It Just Survived It
Jan 28, 2026
A deep dive into how Boeing’s rebound reflects survival inside an Airbus duopoly. They unpack long delivery timelines and how orders versus deliveries warp financials. The conversation highlights cash flow hurdles, what it would take to quintuple free cash flow, and manufacturing, supply chain, and contract levers that could reshape the company’s future.
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Duopoly Power Explains Boeing's Rebound
- Boeing's recent rebound reflects surviving a brutal duopoly more than brilliant outperformance.
- Jenny Rae argues Boeing didn't win so much as avoid losing within the Airbus-Boeing duopoly.
Childhood Plane Cards And Consumer Awareness
- Jenny Rae shares childhood memories of plane-crazy kids and collecting airline cards.
- She uses that story to explain consumer awareness after the 737 MAX crashes informed passenger preferences.
Orders Are A Multiyear Bet
- Large order books reflect demand years ahead because deliveries occur well into the future.
- Namaan and Jenny note 2025 orders are typically delivered in 2029–2030, so revenue timing lags orders.