Boeing CEO Says Resolving Supply Chain Constraints Is "Frustratingly Slow Going"; Aircraft Will Still Be Constrained "5 Years From Now" Due To Demand From Airlines; 787 Dreamliner Is Sold Through 2026; "Hard To Predict" Eventual Production Rate For 777x
Portfolio Pulse from Happy Mohamed
Boeing CEO Dave Calhoun stated that resolving supply chain constraints is frustratingly slow and aircraft will still be constrained 5 years from now due to demand from airlines. The 787 Dreamliner is sold through 2026, and it's hard to predict the eventual production rate for the 777x.
June 02, 2023 | 12:17 pm
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Boeing faces slow resolution of supply chain constraints and continued aircraft demand constraints for the next 5 years. The 787 Dreamliner is sold through 2026, while the 777x production rate remains uncertain.
The slow resolution of supply chain constraints and continued aircraft demand constraints for the next 5 years will negatively impact Boeing's ability to meet demand and generate revenue. The 787 Dreamliner being sold through 2026 indicates strong demand, but the uncertainty surrounding the 777x production rate adds to the challenges faced by the company.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100