
Boeing’s upcoming first-quarter earnings could be a turning point as the company battles mounting financial and operational challenges. Key pressure points include:
737 MAX Troubles:
- Ongoing delivery delays, with critical Chinese orders hanging in the balance
- Findings from a recent FAA audit
- Continued complications stemming from partner Spirit AeroSystems
Defense Division Setbacks:
- Additional writedowns tied to the KC-46 tanker program
- Persistent delays in the Starliner project
- Budget cuts and restructuring in Boeing’s space operations
Leadership on the Line:
- CEO Dave Calhoun faces increasing scrutiny in what may be his final opportunity to restore confidence
- Forecasted cash burn of $4 billion this quarter raises concerns about liquidity
- Reports of delayed payments to suppliers
- Tensions mounting within the boardroom, hinting at potential internal upheaval