Business mix
- Commercial aircraft are the core revenue source. The 737 MAX series (monthly production of 42 aircraft and plans to increase to 52 or more) and the 787 Dreamliner (monthly production of 8 aircraft, with a target of 10 aircraft) are the main delivery models, and the backlog of orders covers demand for the next ten years.
- The defense and aerospace business has a record order backlog and is seeking high single-digit margin performance by refocusing on successful projects and resolving development challenges.
- The global services business maintains strong profit margins, providing stable cash flow and profit support for the company's overall performance.
Current key questions
- Supply chain bottlenecks (delays in seat certification, engine supply issues) may affect the delivery pace of aircraft such as the 787 and MAX 10, and restrict performance.
- After the acquisition of Spirit AeroSystems, it will need to invest a lot of money to improve facilities and training. Integrating quality and preparing for future production increases will pose short- and medium-term management challenges.
- There is uncertainty about the certification progress of 737-7/-10 and 777X (more than 80%) and the final approval schedule, which directly affects the sales of new models and customer confidence.
