Odd Lots
A Longtime Aerospace Analyst Questions Boeing's Future
Feb 22, 2024
Richard Aboulafia, managing director of AeroDynamic Advisory and a veteran aerospace analyst, dives deep into Boeing's mounting challenges and uncertain future. He sheds light on the company's turbulent financial performance and strategic missteps in a thriving aviation market. The conversation also touches on the cultural shifts post-McDonnell Douglas acquisition and the widening gap between management and engineers. Aboulafia discusses Boeing's competition with Airbus and the critical implications for new aircraft development amidst workforce and funding challenges.
47:55
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Quick takeaways
- Boeing faces financial challenges and stagnant growth despite a booming aviation market.
- Cultural issues at Boeing impact safety and governance, leading to internal challenges.
Deep dives
Boeing's Struggles and Market Performance
Boeing's shares have dropped significantly this year, down 20%, indicating financial challenges for the company. Despite a booming global aviation market, Boeing has not capitalized on the market's growth and its share price has been stagnant for the past three years. The company's inability to benefit from defense spending and the aviation market raises concerns about its future competitiveness and shareholder satisfaction.
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