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Research, Video, Fundamental

Three Scenarios for Boeing

Stewart Glickman, CFA, Deputy Director of Equity Research

17 April 2024

Summary

After the Alaska Air incident in January 2024, the Federal Aviation Administration (FAA) has decided to limit the pace of Boeing's deliveries of 737 MAX planes. In a recording, CFRA Deputy Director of Equity Research Stewart Glickman, CFA, discusses three scenarios for Boeing Commercial Airplanes (BCA) through 2025. These scenarios vary based on the number of 737 MAX planes delivered each month and BCA's operating margins. He also provides estimates for total revenue and earnings potential under each scenario.

Want to learn more? Download the video and slides.

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Gain a comprehensive view of global themes, industries, and companies.

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