S22E7: Boeing Didn’t Win the Race – It Just Survived It

Boeing’s rebound isn’t about brilliance. It’s about not losing in a brutal duopoly.

In this episode of Market Outsiders, Jenny Rae and Namaan break down what Boeing’s post-crisis recovery really signals — and why its future depends less on innovation and more on execution over time.

We cover:

• Why Boeing’s biggest advantage is the Airbus duopoly, not outperformance
• How long delivery timelines distort cash flow, pricing, and leverage
• What it would actually take for Boeing to reach $10B in free cash flow

This is a case study in capital intensity, regulation, and survival in one of the hardest businesses in the world.

Episode Links:

• Boeing’s quarterly sales jump 57% as CEO says there’s ‘a lot to be optimistic about’ (CNBC)

Partner Links:

• Learn more about NordStellar's Threat Exposure Management Program; unlock 10% off with code SIMPLIFIED-10

Chapters:

• 00:00 Boeing’s Crisis and Lost Trust
• 02:52 Boeing vs Airbus: The Duopoly
• 05:05 A “Comeback” Driven by Demand
• 08:47 Orders vs Deliveries vs Cash
• 12:04 Regulation, Quality, and Bottlenecks
• 16:22 Can Boeing Reach $10B Free Cash Flow?
• 19:56 Defense as the Real Growth Engine
• 27:50 Innovation vs Execution
• 33:26 Why Deliveries Matter Most

Land Development Conversations with Developers, Builders, and Industry Leaders
Real conversations from the development world.

Listen on: Apple Podcasts   Spotify

Connect With Management Consulted

• Schedule free 15min consultation with the MC Team.
• Watch the video version of the podcast on YouTube!
• Follow us on LinkedIn, Instagram, and TikTok for the latest updates and industry insights!
• Join an upcoming live event - case interviews demos, expert panels, and more.
• Email us (team@managementconsulted.com) with questions or feedback.

Chapters

• 14:15 [Ad] Land Development Conversations with Developers, Builders, and Industry Leaders
• 14:46 (Cont.) S22E7: Boeing Didn’t Win the Race – It Just Survived It