What Does Boeing (BA) Need To Prove After Its 777F Halt And Defense Win?

Boeing (NYSE:BA) halted its 777 Freighter assembly line for nearly two months after a dispute with a key supplier. The 777F stoppage has disrupted output on related widebody programs, including the 767 freighter and KC-46 tanker lines. Boeing's Spirit Defense unit will co-produce airframes for the new FQ-42 Vengeance Collaborative Combat Aircraft program. The 777F shutdown and new FQ-42 airframe work only capture part of what is changing inside Boeing's production mix. We have also spotted 4...