DBEA55AED16C0C92252A6554BC1553B2 Clicky DBEA55AED16C0C92252A6554BC1553B2 Clicky
May 20, 2024
Boeing HQ
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Today’s key stories focus on slower production for Boeing, including articles on the 737 MAX production remaining very low, and the 787 because of parts shortages.  This is despite a good April for the 787, which reached its rate 5 target with 7 deliveries expected this month.  Looking out to the near future, this could be a difficult 2nd and 3rd quarter for Boeing. 

  • Market forecasts for Boeing 737 production, deliveries plummet – Aviation Week
  • Boeing expects slower production increase of 787 Dreamliner because of parts shortages – CNBC
  • Boeing faces big questions over deliveries of MAX planes – Irish Examiner
  • How to fix Boeing, according to a former Airbus technology chief – Fortune
  • Riskology by Infortal Episode 23: Boeing – The hidden cost of bad corporate culture – JDSupra
  • Air India bids farewell to four Boeing 747s – Airways
  • Boeing to face questions on potential CEO candidates, Spirit talks – Reuters

Other stories focused on prescriptions for Boeing, including an article from a former Airbus technology chief, an article on the hidden cost of a substandard corporate culture.  Other stories were on a fond farewell to the 747 at Air India.

The Bottom Line

Boeing’s earnings call will be later this week, and some hard questions will be asked on key topics for Boeing, the successor to the CEO, when the acquisition of Spirit AeroSystems will be completed, how the ramp-up for the 737 MAX and 787 are progressing, and the status and likely completion of certification efforts for the 777-X, 737- MAX 7 and 737 MAX 10.  The questions on delivery status from airlines will be critical, as their operations will be impacted this summer.

author avatar
Ernest Arvai
President AirInsight Group LLC

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