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

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