Aerospace analysts are full of hope for Boeing’s forward road

Analyst’s promise of Boeing CEO is cautious and optimistic

The failure of Boeing’s past leadership is the shadow of the current CEO

Airlines want more jets and suppliers want more business, but everyone is cautious

CEO Kelly Ortberg took over at Boeing and knew that the company had encountered trouble. The company reported on Tuesday that these troubles lost a total of $ 11.8 billion last year.

However, in the revenue calls and interviews of Reuters and other news media, Oldberg said that the worst is Boeing. He said that its commercial aircraft department is solving the lingering problem of production and hopes to increase its most popular aircraft (737 MAX) to 38 monthly this year, and then further increase approve.

Hope “Performing Me” is the response of six industry analysts.

TD COWEN’s aerospace analyst Gautam Khanna said there are very optimistic reasons. Because Ortberg recaptes the INS rope in early August, Boeing seems to be taking a more intentional method to solve production problems to decelerate the present to avoid derailment when the output speed is accelerated.

Chief Financial Officer CFO Brian West said at the revenue conference call that as of Tuesday, Boeing released 33 737 MAX Jets in January. This far exceeds the pace of the previous months.

It has risen 2.8 % since Outberg began on August 8. After Boeing released the results of revenue, it jumped, but also gave you some benefits on Wednesday.

Cana said that Ortberg achieved his goal, and everything he said was plagued by his predecessor’s bullish guarantee and proved to be hollow: James Mcnerney (James Mcnerney) at 787 Delays and cost overruns; Dennis Muilenburg and 737 MAX collapsed; David Calhoun (David Calhouse) was issued on the supply chain and production quality.

He said, “Everyone has caused scars from history.”

In particular, suppliers were harmed by rising investment interest rates, and suppliers did not pass. Many people are now cautious about investments and eventually they are financially fragile.

Andrew Flores, the president of independent forging, said: “Many people insist on their own funds.” The company is located in Olanda County, California, providing

He said: “I see the light at the end of the tunnel, but this is a long tunnel.”

In order to improve the company, suppliers need to believe that Boeing will have good production and investment capabilities.

KEYBANC Capital Markets Analyst PHIL Gibbs said: “People in the middle want to trust, because if Boeing has improved, their business will improve.”

The person in charge of Boeing vendor said the problem of Altberg: At present, the supplier is making his own decision. For retribution, he spoke in anonymous. After the 53 -day strike closed the production of almost all Boeing aircraft, “in the relatively sense: the strike has ended and the production is intensifying,” Richard Aboulafia, an analyst of Air Power Consultation, said Essence

However, increasing production “Different strategic directions that restore the company into positive.” He pointed out that during the short term of Ortberg, management and employee relationship. Aboulafia said that Boeing has experienced “53 days of strikes that should be resolved within 53 hours”, and the Boeing Engineer Union is investigating accusing that the company is using a reduction in work to transfer the work to the non -trade area.

In the end, “there are roads (increasing the production of jet passenger aircraft), and the market is with them.” “The market wants to jet machine.”