Boeing’s rebound isn’t about brilliance. It’s about not losing in a brutal duopoly.
In this episode, Jenny Rae and Namaan break down what Boeing’s post-crisis recovery really signals — and why its future depends less on innovation and more on execution over time.
We cover:
- Why Boeing’s biggest advantage is the Airbus duopoly, not outperformance
- How long delivery timelines distort cash flow, pricing, and leverage
- What it would actually take for Boeing to reach $10B in free cash flow
This is a case study in capital intensity, regulation, and survival in one of the hardest businesses in the world.
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Chapters:
- 00:00 Boeing’s Crisis and Lost Trust
- 02:52 Boeing vs Airbus: The Duopoly
- 05:05 A “Comeback” Driven by Demand
- 08:47 Orders vs Deliveries vs Cash
- 12:04 Regulation, Quality, and Bottlenecks
- 16:22 Can Boeing Reach $10B Free Cash Flow?
- 19:56 Defense as the Real Growth Engine
- 27:50 Innovation vs Execution
- 33:26 Why Deliveries Matter Most
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