

Boeing Cruising to New Altitudes?
11 snips Jun 26, 2025
Lou Whiteman, a business and investing expert, joins Tim Beyers to explore aviation innovations from the Paris Air Show. They discuss how the groundbreaking CFM Rise engine might change market dynamics and the competitive landscape between Rolls-Royce and Textron. The duo debates the pros and cons of investing in Boeing versus Airbus, especially in light of Boeing’s recent challenges. They also spice things up with aviation trivia and touch on the modernization hurdles facing the U.S. air traffic control system.
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Innovative CFM RISE Engine Potential
- The CFM RISE engine offers up to 20% fuel efficiency improvements with a unique design resembling a propeller jet engine.
- Commercialization is hoped by early 2030s, but practicality and aviation design changes are still uncertain.
Rolls-Royce's Niche in Aviation Engines
- Rolls-Royce holds a solid third position in commercial aviation engines, focusing on wide-body jets like the A350 and Dreamliner.
- This segment has slower growth and fewer service revenue opportunities than GE Aerospace and Pratt & Whitney.
Textron's Diverse Industrial Empire
- Textron owns varied businesses like Beechcraft, Cessna jets, Bell Helicopters, and even Jacobson Lawnmowers.
- Investors have found it challenging, but recent improvements and refresh cycles in aviation could boost performance.