Jeffries Analyst on the Future of Boeing

The transcript discusses Boeing's market potential, focusing on aerospace growth and financial performance. It highlights challenges in the defense sector, with specific mentions of companies like Lockheed and Northrup. The impact of inflation and supply chain issues on the industry is analyzed, noting that defense contracts often pass costs to the government. Boeing's strategic focus on commercial sales, particularly the Max aircraft, is emphasized, with the cargo market seen as supportive but not a primary driver.

What is one of the main reasons for the buy rating on Boeing?

• Decrease in aerospace market share

• Significant growth expected in aerospace

• High ownership in the investor community

• Reduction in cash outflow

Which company is expected to have a 5% growth rate in the defense sector?

• Boeing

• Northrup

• Lockheed

• Raytheon

How is inflation affecting the aerospace and defense sectors?

• It is leading to a decrease in demand

• It is causing a significant increase in costs

• It is being passed through to the government

• It is not affecting these sectors at all

What strategy is Boeing using to address supply chain issues?

• Reducing workforce

• Increasing production of the Max

• Converting jets into freighters

• Outsourcing production

What percentage of Boeing's sales is attributed to Boeing commercial?

• 50%

• 60%

• 70%

• 30%