More likely customers are keeping them in business. Namely, airlines, who might not want the limited choice you give above. Go back at look at Harley Davidson, whose customer base at one point literally kept the company alive during a period of truly horrible quality. Read “Well Made in America”, a truly great book of a turn-around story. Maybe Boeing executives need to read that book.
Probably both investors and customers want to keep them in business and hope they get their act together. Boeing borrowed heavily to keep making planes when they could not be sold. Workers had to be paid, materials paid for. To shut down would lose experienced labor. Investors are on the hook for big debts.
Customers cannot easily change suppliers. Long wait list already. Large investment in training, know how, tools, parts etc. To change is a big deal. Not likely unless you have multiple suppliers.
Well, really, global markets do eventually resolve down to one or two players. I’m an old phart. I remember Vickers VC-10s, Convair 990s, BAC-111s, Sud-Est Caravelles, Hawker-Siddeley Tridents, Fokker Fellowships, de Havilland Comets, Martin 404s. All the EU companies consolidated into subassembly contractors for Airbus. All the US companies ended rolled up into Boeing, and a handful of defense contractors suckling on the government t3at.
Outside of the US and EU, China and Russia are the only economies big enough, with the technical capability, to build a line of state of the art airliners.
Eye candy. Russian IL-62, 1960s vintage, similar in layout to a VC-10
When the 737 Max needed the software patch it was a huge extra expense. Engineers around the world were paid to work on that.
I would venture much of the labor cost already applies in these cases. Basically, watch what you are doing as an employee and more FAA oversight at every stage.
Boeing is a screaming buy right now.
I do not think it is a ten-bagger. But this decade going into 2034, 3 or 4 bagger in a well-allocated portfolio? Sure.
China is entering the market. The planes are not reviewed by the FAA. That may take up to a decade to begin to happen. The planes are for shorter hops in China. If the Russians want them as they might live their lives who cares? Not my idea of running an airline.
We need to talk about regulating colt arms. Something more obvious when it comes to safety.