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Boeing Shakes Up Executive Team

publication date: Mar 27, 2024
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We like the shake-up in the executive suite at Boeing, and while there is much work to do to get Boeing back on track to improve relations with the public regarding the safety of their planes following a number of incidents the past few years, we're optimistic the changes will be a means to that end. Boeing continues to benefit from its oligopolistic position in the aircraft making industry, and its backlog of unfulfilled deliveries remains robust. We're not changing our fair value estimate of Boeing as a result of the management shakeup, but we don't have any plans of adding Boeing to any newsletter portfolio at this time either.


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