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Boeing Company (the) — The Boeing Company — Boeing 2014 Annual Investor Conference
13 slides from Boeing Company (the)'s conference presentation, May 21, 2014
Slide 1: Boeing Commercial Airplanes Investor Conference
May 2014 Investor Conference Boeing Commercial Airplanes Ray Conner President and Chief Executive Officer Boeing Vice Chairman May 21, 2014 Copyright © 2014 Boeing. All rights reserved.
Slide 2: Boeing Commercial Airplanes
May 2014 | Investor Conference Boeing Commercial Airplanes Strong operating performance 1Q14 | 1Q13 Delta Revenue $12.7B 19% Record backlog Earnings $1.5B 23% Margins 11.8% 0.4 Pts Executing planned rate Deliveries 161 18% increases 2014 Guidance Disciplined development program management De
Slide 3: First Quarter Highlights Video
May 2014 | Investor Conference First Quarter Highlights Video Copyright © 2014 Boeing. All rights reserved. 3
Slide 4: Airline Business Environment
May 2014 | Investor Conference Airline Business Environment Strong passenger growth; improving cargo market Airline Industry Net Profitability Net Profit (Loss) Billions Percent of Revenue Continued maintenance and engineering outsourcing Stable fuel pricing Adequate financing and liquidity
Slide 5: Airplane & Services Market Opportunity
May 2014 | Investor Conference Airplane & Services Market Opportunity 20 Year Market Outlook Services Twin-Aisle $2.5T $2.5T 35,280 airplanes Single-Aisle Total Market Value $2.3T ~$7.3 trillion 2013–2032 Near-term customer decisions will define future market leadership Copyright © 2014 Boeing. All
Slide 6: Backlog
May 2014 | Investor Conference Backlog 747 777 Large $374B | 5,154 Units 2% Single- Aisle 737 46% 374 Model 374 Twin- Aisle 52% 319 787 295 256 767 Leasing, Gov't & North BBJ America ME, Central & L. America S. Asia Region & Africa Europe Asia & Pacific Russia China, East & SE Asia Substantial and b
Slide 7: BCA Strategy
May 2014 | Investor Conference BCA Strategy Differentiated products and services Aligned and disciplined airplane development Lean and responsive production system Strengthen single-aisle market position Expand twin-aisle market leadership Enable and integrate services growth Capturing m
Slide 8: Product Line-Up
May 2014 | Investor Conference Product Line-Up 3-class BOEING AIRBUS seating 747-8 777-9X 777-300ER 777-8X 787-10 787-9 787-8 MAX 9 MAX 8 MAX 7 Copyright © 2014 Boeing. All rights reserved. 8
Slide 9: Productivity
May 2014 | Investor Conference Productivity 737 Program (42 per month) 55% reduced factory flow time 49% “cost of quality” reduction 63% floor space reduction 601 777 Program (8.3 per month) 477 462 27% reduced factory flow time 10% “cost of quality” reduction 20% floor space reduction 7
Slide 10: 787 Program Update
May 2014 | Investor Conference 787 Program Update Production system stabilizing at 10/month Charleston on schedule to transition to 3/month Positive in-service reliability trend Delivering to 18 new customers this year First 787-9 delivering mid-year Delivery guidance remains unchanged Cop
Slide 11: Services Strategy
May 2014 | Investor Conference Services Strategy Provide 24/7 global support and entry- into-service for new products Increase parts portfolio and broaden distribution Enhance maintenance and engineering capabilities Drive integrated information solutions Meet global demand for training
Slide 12: Imperatives
May 2014 | Investor Conference Imperatives Deliver on development program commitments Execute rate and stabilize Drive affordability and profitability Grow services Delivering on our commitments and securing our future Copyright © 2014 Boeing. All rights reserved. 12
Slide 13: Copyright © 2014 Boeing. All rights reserved.
Copyright © 2014 Boeing. All rights reserved.
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