波音公司表示，取代737Max的新机型不是优先事项。 ...

Core Viewpoint - The article discusses the contrasting performance and prospects of Boeing's ULA and Airbus in the space launch industry, highlighting Airbus's recent successes and ULA's ongoing challenges with its Vulcan rocket program [1][10]. ULA Performance - ULA has faced criticism for delays in launching national security missions, with Major General Stephen G. Purdy pointing out that ULA's Vulcan program has not launched since receiving certification in March [2][4]. - ULA's Vulcan rocket has had issues, including an engine nozzle falling off during a certification flight, raising concerns about its reliability [2][4]. - ULA aims to diversify its revenue by balancing launches between U.S. government and commercial missions, which puts it in direct competition with Airbus [12]. Airbus Performance - Airbus's space division has shown signs of recovery, with a 10% revenue increase in 2024 after an 18% decline from 2021 to 2023, and a notable 28% growth in Q1 2025 [6][7]. - Airbus has secured significant contracts, including $157 million for defense satellites and $2.5 billion for communications satellites for the German military, indicating a strong order book [8]. - CEO Guillaume M.J.D Faury hinted at potential mergers with other European defense companies to enhance competitiveness in the space sector [9]. Competitive Landscape - Airbus is ramping up its Ariane 6 launches, positioning itself as a strong competitor to ULA, especially as both companies vie for contracts from Amazon for Project Kuiper [10][11]. - The competition is intensified by the looming FCC deadline for Amazon's satellite launches, making timely execution critical for both ULA and Airbus [11]. - Analysts forecast a 24% long-term annual earnings growth for Airbus, suggesting that despite its current valuation, it may present a more attractive investment compared to Boeing [13].

The Department of Justice (DOJ) has reportedly informed victims’ families of two fatal Boeing 737 MAX8 aircraft crashes that it is dismissing criminal fraud charges against the airplane manufacturer, though families plan to object to the filing.Clifford Law Offices said in a news release that the DOJ sent a letter to families on Thursday, informing them the government agency had filed a motion to dismiss the criminal fraud matter against Boeing.Instead, the DOJ said it filed a non-prosecution agreement (NPA ...

Core Viewpoint - Boeing is optimistic about receiving US approval for increased production of the 737 MAX in 2025, following recent approvals for the 787 Dreamliner, which could significantly enhance the company's output and profitability [3][4][5]. Production Plans - Boeing CEO Kelly Ortberg indicated that the company could receive approval to increase 737 MAX production to 42 planes per month by mid-2025 and potentially to 47 planes per month by the end of 2025, contingent on meeting key performance indicators [6][7]. - The current production cap for the 737 MAX is set at 38 planes per month, with the FAA closely monitoring Boeing's production processes after a recent incident involving an Alaska Airlines plane [4][5]. Recent Developments - The FAA recently approved an increase in the production of the 787 Dreamliner from five to seven planes per month, which sets a precedent for the review process for the 737 MAX [4]. - Ortberg emphasized the importance of aligning with the FAA and ensuring that Boeing is ready before increasing production rates [7]. Market Impact - Following the announcement of potential production increases, Boeing's shares rose by 4.4% in morning trading [8]. - The company is also seeing a positive shift in relations with China, as the country has lifted a ban on airlines accepting Boeing planes, with first deliveries expected next month [8].

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

The Boeing Company (NYSE:BA) Bernstein 41st Annual Strategic Decisions Conference May 29, 2025 10:00 AM ET Company Participants Kelly Ortberg - CEO Conference Call Participants Doug Harned - Bernstein Doug Harned Okay. Good morning. Let's get started. I'm Doug Harned, Bernstein's Senior Global Aerospace and Defense Analyst. And I'm really happy today to have with us Kelly Ortberg, CEO of Boeing. Kelly, I don't know, you may have a couple of words you want to say and then we'll get into the fireside chat. K ...

The Boeing Company (BA) FY 2025 Conference May 29, 2025 10:00 AM ET Speaker0 Okay. Good morning. Let's get started. I'm Doug Harned, Bernstein's senior global aerospace and defense analyst. And I'm really happy today to have with us Kelly Ortberg, CEO of Boeing. Kelly, don't know. Speaker1 You may have a couple words you wanna say, and then we'll get into the fireside chat. Well, I'll just welcome everybody. Thanks for joining us here. Doug, I look forward to it. I I don't have any opening comments. I'll we ...

智通财经5月29日电，波音公司首席执行官表示，公司希望到年底将737 MAX的月生产率提高到47%。 ...

该公司首席执行官（CEO）Kelly Ortberg参与Bernstein一场会议，称737飞机每个月的产能正"非常迅速 地"接近38架。 波音公司（BA）股价短线拉升，日内整体涨超2.2%。 ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Boeing (NYSE: BA ) and Airbus ( OTCPK:EADSF ) have been on a roll this year with double-digit gains year-to-date, outperforming the S&P 500 as investors grow optimistic on the production rebound in commercial aviation. However, both manufacturers h ...