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Boeing Company (the) — The Boeing Company — May 2016 Investor Conference
13 slides from Boeing Company (the)'s conference presentation, May 11, 2016
Slide 1: Boeing Commercial Airplanes
May 2016 Investor Conference Boeing Commercial Airplanes Ray Conner Vice Chairman, The Boeing Company President and CEO, Boeing Commercial Airplanes May 11, 2016 Copyright © 2016 Boeing. All rights reserved. 1
Slide 2: Airline Business Environment
May 2016 | Investor Conference 7% 7% Airline Business Environment 6% 6% 5% 5% 4% 4% Global economic growth rate below average 3% 3% 2% 2% 1% Passenger market resilient, growing 1% 0% 0% Jan-14 Jun-14 Dec-14 Apr-15 Oct-15 Jan-14 Jun-14 Dec-14 Apr-15 Oct-15 Available Seat Kilometers (capacity) C
Slide 3: Backlog Growth & Stability
May 2016 | Investor Conference Backlog Growth & Stability BCA Commercial Aircraft BCA Backlog Growth & Replacement Geographic Mix more orders… more balanced… more diverse… Other Replacement Other Asia ~5,800 Replacement Middle East Europe Asia Growth Europe Growth Americas ~1,600 Americas 2000 2015
Slide 4: BCA Strategy
May 2016 | Investor Conference BCA Strategy Differentiated products and services 1Q16 Commercial 20-Year Current Airplanes Backlog Market Outlook 5,740 Units 2015-2034 Aligned and disciplined airplane development Wide-Body Lean and responsive production system Wide- Narrow- $2.7T Services $424
Slide 5: Product Lineup
May 2016 | Investor Conference 2-class Boeing seating Airbus 600 A380 550 500 Product Lineup 747-8 450 777-9 777-300ER 400 777-8 A350-1000 350 787-10 A350-900 300 787-9 A330-300/-900neo 250 A330-200/-800neo 787-8 737 MAX 200* 200 A320neo* high density 737 MAX 9 A321neo/LR 737 MAX 8 150 A320neo 737 M
Slide 6: 737 vs. A320 Family Orders Since 2011
May 2016 | Investor Conference 737 vs. A320 Family Orders Since 2011 Orders since 737 MAX launch in December 2011. Data as of March 31, 2016. 737 family has captured 50% market share since 737 MAX launch Copyright © 2016 Boeing. All rights reserved. 6
Slide 7: BCA Production Deliveries
May 2016 | Investor Conference BCA Production 1,000 5 planned key rate increases 17 rate increases 777 transition 900 >900 800 700 762 Deliveries 600 648 500 477 400 300 200 100 0 2010 2011 2012 2013 2014 2015 2016 2020 Guidance Conservatively increasing production rates Copyright © 2016 Boeing. All
Slide 8: Development Update
May 2016 | Investor Conference Development Update 737 MAX Flight test program on schedule with first four airplanes flying Recurring/non-recurring cost reductions on track Product development design efficiencies being realized 787-10 95% design/build commonality on 787-9/-10 driving producib
Slide 9: Productivity Focused
May 2016 | Investor Conference Productivity Focused Increase technology across Systems integration that enables Equipment platforms driving Programs – common and increased analytics and continuous flexibility and modularity standard improvement Leverage investments to transform Innovate wi
Slide 10: Growing Boeing's Services Business
May 2016 | Investor Conference Growing Boeing’s Services Business 20-Year Current Airplane Strategy Services Market Outlook 2015-2034 Provide 24/7 global support Increase parts portfolio, broaden distribution Enhance value-added maintenance & engineering Information Services Leverage market-
Slide 11: BCA Margins – Focused on Mid Teens
May 2016 | Investor Conference BCA Margins – Focused on Mid Teens Key Drivers / Areas of Focus Delivering on backlog Mid Supply chain efficiencies Teens First-time production quality Development transition/efficiency Factory automation Double Internal cost optimization Digit 9.8% Market conditions C
Slide 12: Summary
May 2016 | Investor Conference Summary Execute on backlog Expand market position - drive innovation and growth Improve bottom line through performance and productivity Design for customer value, producibility, maintainability and reliability Maintain competitive advantage Deliver results
Slide 13: Copyright © 2016 Boeing. All rights reserved.
Copyright © 2016 Boeing. All rights reserved.