Boeing's Business Challenges
George discusses the ongoing struggles within Boeing's manufacturing processes, emphasizing the need for increased oversight and the impact on profitability. He notes that recent orders may have been secured at favorable prices for customers, affecting future margins. Additionally, he highlights the underperformance of the defense sector, indicating that significant improvements may take several years to achieve. Despite these challenges, he remains optimistic about the company's long-term viability.In this clip
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