And their stock doesn’t even move on the 3 month timeline. Take the whole market dip away at 6 months and I’m not sure it’s moved at all.
And their stock doesn’t even move on the 3 month timeline. Take the whole market dip away at 6 months and I’m not sure it’s moved at all.
That leaves a lot of time for them to worry about booking new sales before it becomes an issue.
I couldn't find an easy answer to whether or not that's already happened, though (order cancellations out of the norm).
It’s a duopoly with reservations far into the future. Airlines don’t have much choice.
Maybe they’ll switch future orders from a 787-Z to the 797-Q because they don’t trust the former, but to switch to Airbus would be a very long process.
Dassault is still a major producer of business jets and military fighter jets so it's certainly not like they don't have the skills or capability.
Although the C919 (B737/A320 clone) is not feasible even in theory anywhere outside China until various regulators approve it, and in the double-aisle market the C929 is a long, long way off.
Boeings future isn’t boolean.
None of the things you mentioned have been even hinted at to my knowledge beyond mere speculation. They also probably won't affect the bottom line much in the long run even if they do happen; some level of unforeseen circumstance mitigation is almost certainly already factored into their business plan. Not to mention the effects of various insurance policies they may or may not have.
Possibility won't move the stock much; probability will. As it stands, it appears that the most likely outcome is that they'll skate, so no movement.
The only other potential to tank it that I see is order cancellations because the aircraft ceases to be viable for the buyers. For most of them, it'll have blown over well before the delivery date anyway, and if it was going to happen, it probably would have by now.
Therefore, nothing to see here... until the next mishap, anyway.
The whole whistleblower murder thing is pretty deep in delusional conspiracy territory.