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The Boeing-Airbus Duopoly: Titans of the Skies
Dive into the fascinating history and competitive dynamics of the Boeing-Airbus duopoly in the commercial aircraft industry.
The Boeing Company (BA) investor relations material
The Boeing Company Morgan Stanley’s 13th Annual Laguna Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley’s 13th Annual Laguna Conference summary11 Sep, 2025
Leadership and Culture Transformation
Leadership focused on reconnecting with employees and fostering collaboration through a unified incentive program and new values.
Implemented a new performance management system and conducted the first employee survey in over four years to drive cultural change.
Noted progress in humility and technical focus, with customers recognizing positive changes.
Demand, Pricing, and Order Environment
Benefiting from strong global demand and trade agreements, with several large aircraft orders announced.
Many orders are still at the intention stage, not yet firm contracts.
Pricing remains robust due to supply constraints and up-gauging trends, with inflationary pressures factored into contracts.
Production Rates and Supply Chain
737 MAX production stabilized at 38 per month, with plans to reach 42 by year-end pending FAA review.
Inventory levels are high, providing a buffer for supply chain challenges as rate increases are implemented.
Further rate increases planned, with a cautious approach to ensure stability and quality.
Assess impact of One Boeing incentive program?
How to accelerate FAA certification process?
Timeline for achieving $10B free cash flow?
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Next The Boeing Company earnings date
Q3 202529 Oct, 2025
Next The Boeing Company earnings date
Q3 202529 Oct, 2025
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Frequently asked questions
Aviation Pioneers
The Boeing Company is a leading figure in the aerospace and defense industry. Founded in 1916, Boeing's impact on global travel, defense, and space exploration has been immense. Today the company operates in multiple segments, including Commercial Airplanes, Defense, Space & Security, and maintenance for their aircraft.
Born and Bred in Seattle
Boeing's journey began in 1916 when timber merchant William E. Boeing established the "Pacific Aero Products Co." in Seattle. A year later, the company was renamed "The Boeing Airplane Company," marking the beginning of a long history of aviation innovation. Over the years, Boeing has been responsible for pioneering a variety of aircraft, including commercial jetliners and military planes. One of Boeing's most significant milestones was the development of the Boeing 707, which revolutionized air travel by making commercial jet service more available than previously. As the company continued to grow, it diversified its operations through acquisitions and mergers, including the notable merger with McDonnell Douglas in 1997. Today, Boeing is one of the biggest suppliers of aircraft in the world together with Airbus.
The Three Divisions of The Business
The Commercial Airplanes division designs, assembles, markets, and services a comprehensive line of commercial aircraft, from the narrow-body 737 to the large and iconic, wide-body 777 and 787 families.
The Defense, Space & Security segment provides end-to-end services for a broad range of military and commercial customers. This includes the production of fighter aircraft and rotorcraft and Boeing has been involved in several projects in space exploration.
Boeing also provides a variety of services that complement its portfolio of aircraft. These include training, supply chain, and data analytics for their aircraft. The company also provides maintenance, modifications, and upgrades through this division ensuring support for customers throughout the lifecycle of their aircraft and systems.
Commercial and Military customers
Boeing's customers span the globe and include commercial airlines, governments, and private entities. The company's commercial aircraft are used by airlines worldwide, including major carriers such as Delta and United Airlines. On the defense side, Boeing's primary customer is the U.S. Department of Defense, but it also has relationships with military customers outside of the US.
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