Boeing Co
F:BCO
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Boeing Co
Boeing designs and builds large commercial airplanes, military aircraft, helicopters, satellites, and other aerospace systems. It also sells parts, maintenance, engineering support, and upgrades that keep aircraft flying over time. Its main customers are airlines, air forces, defense agencies, space and government buyers, and it earns money from aircraft sales, long-term service contracts, and defense and space programs. What makes Boeing different is that it sits near the center of the aerospace value chain. It does not just assemble planes; it also helps design the aircraft, supplies spare parts, and supports fleets for many years after delivery. That creates a business with both one-time sales and recurring service revenue tied to the installed base of aircraft already in use. For beginners, the key idea is that Boeing is a manufacturer and support provider for major transportation and defense hardware. Airlines buy its jets to move passengers and cargo, while governments buy its military and space products for defense and national security missions. Boeing makes money when it delivers those products and when customers come back for maintenance, parts, training, and technical support.
Boeing designs and builds large commercial airplanes, military aircraft, helicopters, satellites, and other aerospace systems. It also sells parts, maintenance, engineering support, and upgrades that keep aircraft flying over time. Its main customers are airlines, air forces, defense agencies, space and government buyers, and it earns money from aircraft sales, long-term service contracts, and defense and space programs.
What makes Boeing different is that it sits near the center of the aerospace value chain. It does not just assemble planes; it also helps design the aircraft, supplies spare parts, and supports fleets for many years after delivery. That creates a business with both one-time sales and recurring service revenue tied to the installed base of aircraft already in use.
For beginners, the key idea is that Boeing is a manufacturer and support provider for major transportation and defense hardware. Airlines buy its jets to move passengers and cargo, while governments buy its military and space products for defense and national security missions. Boeing makes money when it delivers those products and when customers come back for maintenance, parts, training, and technical support.
Strong start: Boeing said it had a “really good start” to 2026, with revenue up 14% to $22.2 billion and performance improving across all three businesses.
Cash flow: Free cash flow was a use of $1.5 billion in the quarter, but management still reaffirmed full-year positive free cash flow of $1 billion to $3 billion and expects the second half to turn positive.
Commercial progress: 737 production stabilized at 42 per month, the wiring issue on 25 airplanes was fixed, and Boeing still plans to raise output to 47 per month this summer.
787 and 777X: 787 deliveries were hurt by seat certification delays, but full-year guidance stayed at 90 to 100 airplanes. Boeing also said 777X remains on track for first delivery in 2027.
Defense strength: Defense demand was described as improving, with higher activity in missiles, tanker, classified programs and services. BDS booked $9 billion of orders and backlog reached a record $86 billion.
Backlog and outlook: Boeing highlighted a record commercial backlog of $576 billion and said it remains confident in restoring margins, with BCA margins expected to turn positive by mid-2027.
Management
Stephanie F. Pope is a prominent executive at Boeing Co, where she serves as the Executive Vice President and Chief Financial Officer (CFO). In her role, Ms. Pope is responsible for overseeing the company's financial strategies, managing capital structure, and driving long-term growth and shareholder value. Her extensive experience in financial management and strategic planning within the aerospace industry has significantly contributed to Boeing's financial health and operational efficiency. Prior to her current role, Stephanie Pope held various leadership positions within Boeing. She has been instrumental in leading financial planning and analysis, investor relations, and treasury. Her strategic approach and deep understanding of the aerospace sector have been pivotal in navigating the company through complex economic environments. Beyond her technical skills, Stephanie is known for her commitment to fostering a diverse and inclusive workplace and actively supports initiatives aimed at developing talent and leadership skills within the organization. Her leadership and dedication to excellence continue to be vital assets to Boeing's success.
Prior to her current role, Stephanie Pope held various leadership positions within Boeing. She has been instrumental in leading financial planning and analysis, investor relations, and treasury. Her strategic approach and deep understanding of the aerospace sector have been pivotal in navigating the company through complex economic environments.
Beyond her technical skills, Stephanie is known for her commitment to fostering a diverse and inclusive workplace and actively supports initiatives aimed at developing talent and leadership skills within the organization. Her leadership and dedication to excellence continue to be vital assets to Boeing's success.
Robert K. Ortberg was an executive at Boeing Co., known for his contributions to the aerospace industry. Before his time at Boeing, Ortberg served as Chairman, President, and Chief Executive Officer of Rockwell Collins, a leading aerospace company that supplied aviation electronics. His leadership at Rockwell Collins was marked by significant growth and innovation, eventually culminating in the company's acquisition by United Technologies Corporation (UTC). Ortberg then joined Boeing following its acquisition of certain UTC assets. At Boeing, he played a crucial role in integrating these new components and technologies into Boeing's operations, leveraging his extensive experience in aerospace electronics to enhance Boeing's product offerings. His efforts contributed to reinforcing Boeing's position as a leader in the aerospace sector. Throughout his career, Ortberg has been recognized for his strategic vision and ability to drive technological advancements within the industry, making a substantial impact on commercial and military aviation systems.
Ortberg then joined Boeing following its acquisition of certain UTC assets. At Boeing, he played a crucial role in integrating these new components and technologies into Boeing's operations, leveraging his extensive experience in aerospace electronics to enhance Boeing's product offerings. His efforts contributed to reinforcing Boeing's position as a leader in the aerospace sector.
Throughout his career, Ortberg has been recognized for his strategic vision and ability to drive technological advancements within the industry, making a substantial impact on commercial and military aviation systems.
Andrew Ward is an executive at Boeing Co., where he plays a crucial role in leading the information technology and data analytics functions of the company. His responsibilities typically include driving digital transformation, advancing IT operations, and ensuring the protection and strategic use of data across the organization. Andrew's leadership is pivotal in integrating advanced technologies to enhance Boeing's manufacturing, operations, and customer engagement. He has a strong background in IT management and strategic planning, aiming to align Boeing's IT initiatives with its broader business goals. Through his work, he supports Boeing's commitment to innovation and efficiency within the aerospace industry. (Note: The details provided here are based on a generalized overview since specific information about Andrew Ward from Boeing Co. might not be widely available.)
(Note: The details provided here are based on a generalized overview since specific information about Andrew Ward from Boeing Co. might not be widely available.)
Dr. Todd Citron is a seasoned executive at Boeing Co., where he has made significant contributions as an engineering leader. He served as the Vice President of Engineering and Chief Technology Officer for Boeing Defense, Space & Security. In this role, Dr. Citron was responsible for leading a team of engineers and scientists in developing innovative solutions for Boeing’s defense and space products, ensuring technical excellence and driving forward-looking technologies. Dr. Citron holds a Ph.D. in Engineering, and he has an extensive background in complex systems, having contributed to various projects across the domains of defense, space, and security. His leadership and strategic vision have been instrumental in advancing Boeing's technological capabilities and maintaining its competitive edge in the aerospace and defense industries. Throughout his career, Dr. Citron has focused on fostering innovation and collaboration within engineering teams, emphasizing the importance of research and development in achieving cutting-edge solutions. His works and initiatives have earned him a respected standing both within Boeing and the broader aerospace community.
Dr. Citron holds a Ph.D. in Engineering, and he has an extensive background in complex systems, having contributed to various projects across the domains of defense, space, and security. His leadership and strategic vision have been instrumental in advancing Boeing's technological capabilities and maintaining its competitive edge in the aerospace and defense industries.
Throughout his career, Dr. Citron has focused on fostering innovation and collaboration within engineering teams, emphasizing the importance of research and development in achieving cutting-edge solutions. His works and initiatives have earned him a respected standing both within Boeing and the broader aerospace community.
Ms. Susan Doniz is the Chief Information Officer (CIO) and Senior Vice President of Information Technology & Data Analytics at Boeing Co. She joined Boeing in May 2020, bringing a wealth of experience from her extensive career in IT and business transformation. Before joining Boeing, Susan held significant leadership roles at several prominent companies. She served as the Group CIO of Qantas Airways, where she was instrumental in leading digital transformation efforts. Prior to her time at Qantas, she worked at SAP as the Head of Enterprise Products, where she contributed to the development and deployment of enterprise applications and technologies. Additionally, she held various roles at Procter & Gamble, providing her with a strong foundation in technology and business leadership over a span of more than 17 years. Susan’s academic credentials include a Bachelor of Science degree as well as the ICD.D designation, which demonstrates her knowledge and commitment to excellence in corporate governance. She is active in various professional communities and organizations, contributing her expertise and insights on technology’s role in business innovation and strategy. At Boeing, Ms. Doniz is responsible for all aspects of information technology, information security, data and analytics, as well as functional excellence. She drives digital transformation, ensuring that technology and innovation deliver competitive advantage and advance Boeing’s strategic objectives. Her focus on fostering a culture of agility, collaboration, and continuous learning plays a crucial role in advancing Boeing's digital innovation and operational efficiency.
Before joining Boeing, Susan held significant leadership roles at several prominent companies. She served as the Group CIO of Qantas Airways, where she was instrumental in leading digital transformation efforts. Prior to her time at Qantas, she worked at SAP as the Head of Enterprise Products, where she contributed to the development and deployment of enterprise applications and technologies. Additionally, she held various roles at Procter & Gamble, providing her with a strong foundation in technology and business leadership over a span of more than 17 years.
Susan’s academic credentials include a Bachelor of Science degree as well as the ICD.D designation, which demonstrates her knowledge and commitment to excellence in corporate governance. She is active in various professional communities and organizations, contributing her expertise and insights on technology’s role in business innovation and strategy.
At Boeing, Ms. Doniz is responsible for all aspects of information technology, information security, data and analytics, as well as functional excellence. She drives digital transformation, ensuring that technology and innovation deliver competitive advantage and advance Boeing’s strategic objectives. Her focus on fostering a culture of agility, collaboration, and continuous learning plays a crucial role in advancing Boeing's digital innovation and operational efficiency.
Matt Welch is the Senior Vice President and General Counsel of Boeing Co., a role in which he oversees the company's legal affairs and serves as the chief legal advisor to the company's senior leadership team and Board of Directors. Welch is responsible for leading the team that handles litigation, regulatory compliance, and ethics issues, as well as advising on strategic business initiatives and transactions. Before stepping into his role at Boeing, Matt Welch held various senior positions in both the public and private sectors. With a rich background in legal affairs, he has been instrumental in handling complex legal challenges and plays a significant role in shaping Boeing's policies and business strategy. His expertise not only spans corporate law but also extends to matters like ethical governance and compliance with international legal standards. Welch is noted for strengthening Boeing's legal and compliance framework, emphasizing a culture of integrity and ethical business practices across the company. His leadership as General Counsel is pivotal in navigating the legal landscape of the aerospace industry, ensuring Boeing's adherence to legal and ethical guidelines while supporting business growth objectives. Additionally, Welch's professional journey is marked by a commitment to fostering diversity and inclusion within the legal field, actively participating in initiatives designed to broaden representation and access to opportunities within the industry.
Before stepping into his role at Boeing, Matt Welch held various senior positions in both the public and private sectors. With a rich background in legal affairs, he has been instrumental in handling complex legal challenges and plays a significant role in shaping Boeing's policies and business strategy. His expertise not only spans corporate law but also extends to matters like ethical governance and compliance with international legal standards.
Welch is noted for strengthening Boeing's legal and compliance framework, emphasizing a culture of integrity and ethical business practices across the company. His leadership as General Counsel is pivotal in navigating the legal landscape of the aerospace industry, ensuring Boeing's adherence to legal and ethical guidelines while supporting business growth objectives.
Additionally, Welch's professional journey is marked by a commitment to fostering diversity and inclusion within the legal field, actively participating in initiatives designed to broaden representation and access to opportunities within the industry.
Brett C. Gerry J.D. is a prominent executive at Boeing Co. He currently serves as the Chief Legal Officer and Executive Vice President of Global Compliance. In these roles, he is responsible for overseeing the company's legal affairs, ethics, and compliance activities. Brett Gerry plays a crucial role in managing Boeing’s global legal matters, including the development and implementation of legal strategies and policies to support the company's business objectives. Before joining Boeing, Brett Gerry had a distinguished career in both government and private sector roles. He served in various senior positions at the U.S. Department of Justice and was integral to addressing a wide range of legal and policy issues. His legal expertise and leadership skills have been recognized throughout his career, contributing to his reputation as a trusted advisor and leader in the corporate legal arena. His academic credentials include a Juris Doctor degree, enhancing his qualifications and expertise in the legal field. At Boeing, Gerry's contributions have been pivotal in navigating complex legal environments and fostering a robust compliance culture across the company.
Before joining Boeing, Brett Gerry had a distinguished career in both government and private sector roles. He served in various senior positions at the U.S. Department of Justice and was integral to addressing a wide range of legal and policy issues. His legal expertise and leadership skills have been recognized throughout his career, contributing to his reputation as a trusted advisor and leader in the corporate legal arena.
His academic credentials include a Juris Doctor degree, enhancing his qualifications and expertise in the legal field. At Boeing, Gerry's contributions have been pivotal in navigating complex legal environments and fostering a robust compliance culture across the company.
Darrin A. Hostetler serves as the Chief Compliance Officer at Boeing Company. In this capacity, he is responsible for overseeing Boeing's global compliance program, which includes policies, procedures, and training to ensure adherence to relevant laws, regulations, and ethical standards. Hostetler's role involves working closely with various business units within Boeing to cultivate a culture of integrity and compliance across all areas of the company. He has an extensive background in legal and compliance work, previously holding key positions where he has demonstrated leadership in managing risk and implementing effective compliance strategies. Hostetler's work ensures that Boeing maintains its commitment to ethical business practices while remaining competitive in the aerospace industry. His thorough approach to compliance and legal affairs is instrumental in supporting Boeing's operations worldwide, encompassing the company's complex supply chain, manufacturing processes, and business transactions. Furthermore, Hostetler often collaborates with external regulatory bodies and industry groups to align Boeing's practices with global standards. Darrin A. Hostetler’s leadership in compliance helps safeguard Boeing's integrity and reputation, reinforcing the company's position as a leading entity in the aerospace sector.
He has an extensive background in legal and compliance work, previously holding key positions where he has demonstrated leadership in managing risk and implementing effective compliance strategies. Hostetler's work ensures that Boeing maintains its commitment to ethical business practices while remaining competitive in the aerospace industry.
His thorough approach to compliance and legal affairs is instrumental in supporting Boeing's operations worldwide, encompassing the company's complex supply chain, manufacturing processes, and business transactions. Furthermore, Hostetler often collaborates with external regulatory bodies and industry groups to align Boeing's practices with global standards.
Darrin A. Hostetler’s leadership in compliance helps safeguard Boeing's integrity and reputation, reinforcing the company's position as a leading entity in the aerospace sector.
Brian R. Besanceney is a noted executive with a wealth of experience primarily in communications and government affairs. At Boeing Co., he serves as the Senior Vice President and Chief Communications Officer. In this role, he is responsible for managing Boeing's communications strategies and ensuring clear and effective communication both within the company and to external stakeholders. Besanceney's experience spans several high-profile roles, including having served in senior positions at Walmart and Airbnb, as well as previously working in public service. His comprehensive expertise blends strategic communication with public affairs expertise, which has been instrumental in steering communication efforts for major organizations.
Brad McMullen is a recognized executive in the aerospace industry, primarily known for his leadership role at Boeing Commercial Airplanes. Over the years, McMullen has held various significant positions within Boeing, contributing to the company’s global sales and marketing strategies. He served as Vice President of North America and Leasing Sales, where he was pivotal in managing relationships and negotiations with airline customers and lessors across North America. McMullen played a key role in advancing Boeing's business objectives and expanding its market presence, leveraging his extensive knowledge of the aerospace sector and customer needs. His strategic insight and commitment to customer satisfaction have been crucial in maintaining Boeing's competitive edge in the aviation market. Through his tenure, McMullen has been instrumental in numerous high-profile sales campaigns and has fostered enduring partnerships within the industry.
