Cai Rumohr Quotes (15 Quotes)

In normal market it could get back to 60.

The union feels that business is better for Boeing and that the union has more leverage.

There's probably going to be more money coming to the industry, but it's difficult to put precise numbers on it right now.

Does this mean that Boeing will lose business to Airbus If the strike does not last more than three months, that would be unlikely.

Versus the positions as we went into the strike, Boeing certainly looks like they did give more, ... would cost both sides more, so getting it settled earlier is definitely better.

It's like doing a total 180. It's like saying 'Everything I've done in my career until now has been wrong.

Spinning it off kind of just gives the problems to your shareholders, and a joint venture really doesn't do much for you. The optimal plan would be to sell it and use the cash to reduce debt.

Commercial and defense companies are apt to deliver very solid results again in Q4. But upside momentum remains greater for commercial plays, while defense stocks are stable, defensive cash redeployment vehicles.

I assume part of it has to do with the budget.

Funding for weapons has been moving up for four years. This creates momentum for bigger numbers in the future.

I don't lose any sleep whether they miss by 2 or 6 or 8 cents. The concern is how this ends, do they come back as one team, or do they come back one at a time with an attitude. That could impact on whether you recover in the quarter.

I think under other circumstances it's possible this is something the board might have overlooked,

This is sort of an ongoing dialogue, but for the moment investors are pleased with these numbers, given where their head was. Profits were good, cash was great, and the guidance was good.

This is an area where you could say the performance appears not to have been great. Someone in the Army or the company should have figured out what the requirements were.

Execution is the story. It's not just what the orders are. It's what you can make out of them.