Core Viewpoint - Boeing's new CEO, Kelly Ortberg, is receiving high praise for his leadership amidst the company's turbulent history and is seen as an underrated figure in the industry [1][2]. Company Background - Ortberg has extensive experience in the defense and aerospace sectors, previously serving as president and CEO of Rockwell Collins before taking the helm at Boeing in August 2024 [2]. - The company has faced significant challenges, including the firing of former CEO Dennis Muilenburg in 2019 after two fatal crashes involving the 737 Max 9, and subsequent issues under his successor, Dave Calhoun [3]. Recent Performance - Boeing experienced a machinist strike lasting 53 days, leading to layoffs and significant financial losses, totaling $11.8 billion in 2024, marking the second-worst loss in its history [4]. - Under Ortberg's leadership, Boeing has focused on improving quality inspection processes, managing costs, and securing new deals with airlines such as Korean Air, Turkish Airlines, and Qatar [5]. - The company's stock has increased by 22% year-to-date, with first-half sales rising 26% year-over-year to $42.2 billion, and a reduction in non-GAAP operating loss from $1.78 billion to $234 million [5]. Leadership Style - Cramer highlights Ortberg's hands-on leadership approach, indicating that the turnaround at Boeing is characterized by a close engagement with the manufacturing process [6].

来源：滚动播报 AMD涨37.9%，ChatGPT的母公司可能会收购AMD 10%股份。Comerica涨15.0%，五三银行宣布以109 亿美元收购该行，五三银行跌0.3%。萤火虫航空涨14.7%，将以 8.55 亿美元收购军火承包商科技公司 （SciTec），以强化其在军工领域的服务能力。波音涨0.8%，该公司最快可能在10月将737 MAX飞机月 产量提升至42架。 ...

Core Viewpoint - Boeing is optimistic about increasing the production of the 737 Max, potentially raising the monthly output to 42 units by October 2025, with further increases planned for 2026, reflecting a recovery in management and a bid to regain FAA trust [1][2] Group 1: Production Plans - Boeing is guiding suppliers to enhance the 737 Max production, aiming for a monthly output of approximately 53 units by the end of 2026 if all adjustments proceed smoothly [1] - The production increase is seen as a critical signal from Boeing's management to regain control over factory processes and rebuild trust with the FAA after years of mismanagement [1][2] - Boeing's internal production plans are flexible and must demonstrate to the FAA that its Seattle factory and suppliers can increase capacity while maintaining quality [1] Group 2: Financial Implications - Accelerating production is vital for Boeing to repay debts, improve financial conditions, and compete against Airbus's popular models, with cash flow expected to turn positive as production ramps up [2] - Boeing's stock price rose by 0.75% following the news, with a year-to-date increase of 22%, significantly outperforming the Dow Jones Industrial Average's 9.9% rise [2] Group 3: Performance Metrics - Boeing's CEO emphasized that the production plan will depend on actual progress at the factories, with six key performance indicators established for the FAA to monitor, including supplier parts shortages and maintenance records [2] - Boeing plans to maintain the 42-unit monthly production for about six months before negotiating further increases with the FAA [2] Group 4: Competitive Landscape - Ryanair's CEO publicly supports Boeing's production increase, indicating confidence in the company's ability to meet the planned targets [3] - Airbus plans to increase the A320neo series production to 75 units per month by 2027, but has faced supply chain constraints that have delayed more aggressive timelines [3] - Both Boeing and Airbus are striving to balance production efficiency with quality and safety, with the FAA's stringent oversight remaining a critical factor [3]

【文/观察者网 邓军 编辑/赵乾坤】 据《印度时报》（The Times of India）报道，当地时间10月5日，印度飞行员联合会（FIP）要求印度民 航总局（DGCA）对该国所有波音787的电气系统进行全面检查，以保障航空运行安全。 当地时间10月4日，印度航空一架从印度阿姆利则飞往英国伯明翰的波音787航班，在伯明翰机场进近准 备降落的过程中，于距离地面500英尺（约150米）的高度时，其冲压空气涡轮（英文简称RAT，是一种 靠飞行气流驱动的小型涡轮，在发动机失效、辅助动力系统完全失效时为飞机提供应急电力和液压动 力，以支持飞机关键系统继续运行）意外自动展开。然而，事发时该机的电气与液压参数均显示正常。 飞机最终安全降落，随后被停飞并接受技术检查，后续航班也因此取消。 值得注意的是，2025年6月12日，印度航空另一架执飞艾哈迈达巴德至伦敦航线的波音787客机在起飞后 不久坠毁，成为印度历史上伤亡最为惨重的空难之一。 报道称，印度飞行员联合会指出，飞机健康监测记录到总线电源控制单元（BPCU）存在故障，这可能 导致RAT自动展开。该联合会强调，这起事件令人再次联想到此前印度航空的波音787客机坠毁事故 ...

So Boeing has signaled to suppliers that it could raise output of its most profitable and most successful single aisle jet. And that's a real turning point. 20 months on, after a catastrophic crash involving one of its jets.It makes flown by Alaska Airlines. So what it's telling suppliers is that the rate of production could go from 38 a month to 42 a month as soon as this month. And a series of increases then could lead it to increase production further, more to around 53 aircraft a month by the end of 202 ...

So Boeing has signaled to suppliers that it could raise output of its most profitable and most successful single aisle jet. And that's a real turning point. 20 months on, after a catastrophic crash involving one of its jets.It makes flown by Alaska Airlines. So what it's telling suppliers is that the rate of production could go from 38 a month to 42 a month as soon as this month. And a series of increases then could lead it to increase production further, more to around 53 aircraft a month by the end of 202 ...

Core Insights - Executives from Boeing and Airbus have indicated that there will not be immediate decisions regarding the replacement of their best-selling narrowbody models, emphasizing that significant improvements in performance will require time [1] Company Insights - Boeing and Airbus executives addressed investors, clarifying that the timeline for any potential model replacements is extended due to the complexity of achieving necessary performance enhancements [1]

格隆汇10月6日｜波音(BA.US)公司高管：公司"尚未接近推出新飞机"。公司"始终在关注新技术"，但全 新飞机"尚需时日"。优先事项是在启动新飞机项目之前，先将待交付的项目推向市场。 ...

The Boeing Company (BA), headquartered in Arlington, Virginia, designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense systems, human spaceflight, and launch systems, as well as services. Valued at $163.6 billion by market cap, the company’s global presence spans over 150 countries, serving top clients such as NASA, the U.S. Department of Defense, and major airlines. The aerospace giant is expected to announce its fiscal third-quar ...

How Focusing On Meeting Deadlines Can Cost More Than Missing ThemgettyIt might sound counterintuitive to say that deadlines cost more than missing them, but the reality is there is a hidden danger in treating deadlines as sacred. There is an opportunity cost of finishing on time without asking enough questions. When leaders push projects forward no matter what, they often silence curiosity, discourage people from raising concerns, and miss the chance to slow down in ways that could prevent disaster. There a ...