United Airlines Exec Says Boeing Is Doing Much Better; 737 Delivery Rates Have Stabilized; We Have Growing Confidence In Boeing; Boeing's New CEO Is The Right Leader To Fix Company And Put It On The Right Track; Says Risk Of Labor Strike At Boeing Will Be A Speed Bump; There Is A Little Bit More Concern Around Ramp Rates On Boeing 787; Engine Supply Constraints Are Going To Persist For Some Time
Portfolio Pulse from Benzinga Newsdesk
United Airlines executives express growing confidence in Boeing, noting stabilized 737 delivery rates and positive leadership under Boeing's new CEO. However, concerns remain about ramp rates for the 787 and persistent engine supply constraints.
September 12, 2024 | 8:22 pm
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POSITIVE IMPACT
Boeing receives positive feedback from United Airlines, highlighting stabilized 737 delivery rates and effective leadership. Concerns exist over 787 ramp rates and engine supply constraints.
United Airlines' confidence in Boeing's leadership and delivery stabilization is a positive indicator for Boeing's stock. However, concerns about 787 ramp rates and engine supply constraints may limit the upside.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEUTRAL IMPACT
United Airlines expresses confidence in Boeing's improvements, which could positively impact its operations. However, concerns about Boeing's 787 ramp rates and engine supply constraints may affect United's fleet expansion plans.
While United Airlines' confidence in Boeing is positive, the potential impact of Boeing's 787 and engine supply issues on United's operations keeps the short-term impact neutral.
CONFIDENCE 80
IMPORTANCE 50
RELEVANCE 60