The Boeing Company
gave a mixed set of earnings recently. Its results perfectly
highlighted how its internal operations are adjusting to changes in end
demand. Simply put, for a variety of reasons, the defense market looks
set to go through a sustained period of historically weak demand, while
the commercial aerospace sector is seeing a stronger than usual cyclical
recovery. Naturally, Boeing isn't alone in having to adjust, as
companies like Honeywell International
share the same industry dynamics. With that said, how is Boeing's
business changing? In addition, how should Fools measure the company's
progress?
Commercial aerospace good, defense bad
It's no secret that defense spending is being pressured by public spending constraints, and particularly with large-scale military hardware.
It's no secret that defense spending is being pressured by public spending constraints, and particularly with large-scale military hardware.
No comments:
Post a Comment