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All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem CuriosityStream: AI Is Not Enough For An Investment Here Akamai Collapse: Did Anthropic Just Kill Its Prospects? I Think Not Potential $5,000 Monthly Income - 12 Investments To Buy And Hold For The Next 10 Years Citizens Financial Group: Q1 Results Should Validate Recent Strength Weekly Indicators: The Consumer Continues To Spend Like There's No Tomorrow Don't Overlook Arthur J. Gallagher & Co. When Investing Global Ship Lease: Embedded Upside From Charter Repricing And Trade Disruption Marvell: Rating Upgrade On Data Center Boom EMCOR Group: Solid Business That Is Fully Valued High-Yield REITs I Would Trust For Retirement Income Rubrik's Growth Engines Are Working, But 18% Dilution Risk Weighs On The Upside Coeur Mining: The Market Is Still Pricing The Old CDE Morgan Stanley Direct Lending Has Some Issues, But The Price Makes It Buyable Exploring Digital Equity With These 3 Stocks Twin Disc's Pop Means It's Time For A Downgrade Peloton: Great Improvements But With An Idea Lacking Evidence Tap The Brakes And Buy SPLV Clean Up Your Portfolio With Bath & Body Works Devon-Coterra Merger: Good And Bad Tyson Foods: Pivoting Beyond Cyclicality Into Structural Growth
波音公司(BA)演说于伯恩斯坦第四十二届年度战略决策会议录
2026-05-28 · via All Articles on Seeking Alpha

The Boeing CompanyBA伯恩斯坦(Bernstein)第四十二届年度战略决策会议,丙午年五月廿七日巳初(美东夏令时)。

公司与会者

罗伯特·奥特伯格(Robert Ortberg),总裁兼首席执行官與导演

电话会议与者

道格拉斯·哈尼德(Douglas Harned)属伯恩斯坦机构服务有限责任公司(Bernstein Institutional Services LLC)研究部(Research Division)

敷陈

道格拉斯·哈内德(Douglas Harned)
伯恩斯坦机构服务有限责任公司(Bernstein Institutional Services LLC)研究部(Research Division)

善。吾意诸事已备,可启矣。仆乃道格拉斯·哈内德(Douglas Harned),伯恩斯坦(Bernstein)之全球航天与防务析士(Global Aerospace and defense analyst)。今复得与凯利·奥特伯格(Kelly Ortberg)同席,Boeing董事长兼首席执行官也,欣悦何如。

罗伯特·奥特伯格(Robert Ortberg)
总裁、首席执行官(President, CEO)& 董事

来此甚善,道格(Doug)。君安否?

道格拉斯·哈尼德(Douglas Harned)
伯恩斯坦机构服务有限责任公司(Bernstein Institutional Services LLC),研究部(Research Division)

吾安。得君在此,善也。无事扰我...

罗伯特·奥特伯格(Robert Ortberg)
总裁、首席执行官及董事

光阴倏忽,自去岁至此,竟已年余。

道格拉斯·哈恩德(Douglas Harned)
伯恩斯坦机构服务有限责任公司(Bernstein Institutional Services LLC)研究部

否,吾知之。变故纷至矣。

问答之会

道格拉斯·哈恩德(Douglas Harned)
伯恩斯坦机构服务有限责任公司(Bernstein Institutional Services LLC)研究部

或自去岁观之,卿于公司之进境,及今所遇之艰,能为我略陈其概乎?

罗伯特·奥特伯格(Robert Ortberg)
总裁、执行长与导演(Director)

然也。观吾辈今兹之所处,心甚畅然。回望去岁,商贾之务,积功累绩,日增月盛。虽未竟全功,然所获亦已足称善矣。

卿当知,去岁终获新单逾千,商贾之货市势甚盛,欣然之至。吾辈亦厚修武备之业,与诸客户共谋成事,重整行囊,尤专攻于。