Boeing $BA ( ▲ 1.51% ) shares are moving higher after the company outlined meaningful progress in cleaning up its supply chain and quality control issues.
At a supplier conference, executives said the aerospace giant is now spending 40% fewer hours fixing supply chain related problems compared to 2024, a year defined by production disruptions and high profile quality failures.
Fewer Defects, Faster Fixes
One of the biggest improvements came from parts previously tied to Spirit AeroSystems, the fuselage supplier Boeing acquired last year. Defects from that segment of the supply chain have fallen 60% from 2024 levels.
That progress suggests tighter oversight and better integration following the acquisition.
The “War on Defects”
The update comes as Boeing $BA continues what it has described internally as a war on defects. After the 2024 door plug blowout incident, the company pledged to overhaul processes across documentation, employee training, and manufacturing instructions.
Regulators have scrutinized Boeing’s workforce trends as well. According to the National Transportation Safety Board, the share of employees with at least 10 years of experience has fallen from 50% to 25% over the past decade.
Rebuilding Trust
For Boeing $BA, restoring confidence with regulators, customers, and investors is critical. Supply chain stabilization and defect reduction are early signs that operational discipline is improving.
The real test will be whether these gains translate into smoother production ramp ups and fewer headline grabbing setbacks in the years ahead.