Airbus Vs. Boeing: Blossoming AI Opportunity Versus Bad Corporate Culture

Summary:

  • Boeing’s corporate culture shift post-McDonnell Douglas merger has led to quality declines, financial struggles, and a tarnished reputation.
  • Meanwhile, Airbus has successfully deployed autonomous flight technology and maintains solid financials despite lingering pandemic supply chain issues.
  • Boeing’s future hinges on CEO Ortberg’s ability to restore engineering excellence and financial stability; investors should wait for sustained signs of recovery before buying in.
  • Airbus is well-positioned to dominate the autonomous aircraft market and possibly become the preferred supplier, making it a strong long-term investment notwithstanding a premium stock valuation.
White passenger aircraft flying over clouds

Michal Krakowiak

Introduction

In late 2023, I wrote an article about the opportunities in front of Boeing (NYSE:BA) and Airbus (OTCPK:EADSF) (OTCPK:EADSY) based on the companies’ development of autonomous flight, and I rated both a “buy” because of the rewards


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