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April 16, 2025
Boeing

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Today’s key stories about Boeing center about successorship and prescriptive measures for turning around the company. These include speculation on David Gitlin as a CEO candidate, cultural change and revisiting the middle of the market aircraft.  Other stories focus on the FAA relationship with Boeing, one calling it cozy, and another calling it hardball, as those relationships evolve.  Boeing’s China expansion, Spirit Aero limiting overtime and hiring, the latest whistleblower going to Congress and the downturn in Boeing’s share price are also in today’s topics.

Links to todays key stories can be found below:

  • FAA cozy relationship with Boeing at issue again after Alaska Air blowout – The Columbian
  • FAA plays hardball with Boeing – Cargo Forwarder
  • Exclusive – Spirit AeroSystems limits overtime and hiring as Boeing 737 output drops – Marianas Variety
  • Expansion project of Boeing’s first joint venture in China begins operation – Xinhua
  • Boeing’s CEO search has a new frontrunner – and insiders say it could mean a radical change for the $104 billion ailing planemaker – Fortune
  • Boeing shares on longest losing streak since 2018 – BNN Bloomberg
  • Congress prepares to hear from Boeing whistleblower on alleged safety lapses – ABC News
  • Why a B797 revial should be Boeing’s new $50 billion plane – Forbes
  • Passengers would pay $150 more to avoid Boeing airplanes – Aviation Source
  • What Boeing’s next CEO must do to set the soul of the company free – Forbes

The Bottom Line

The overall tone of stories seems slightly less negative and more prescriptive as we move farther from the January MAX 9 incident.  But some stories remain negative, including that passengers would pay $150 more to avoid Boeing airplanes.  The industry has not seen sustained negativity against aircraft types that have been long lasting, but the data presented are interesting.  The question is whether those doubts will still be there in June may depend on the press and how hard it presses Boeing.  The forthcoming Congressional hearings will feature the whistleblower first, and a response from Boeing’s CEO later.  How that plays out will be important from a PR standpoint.  Stay tuned, as the media circus could quickly return.

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author avatar
Ernest Arvai
President AirInsight Group LLC

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