PARTICLEBAAnalysis: 2026-01-19

Boeing

GPI SCORE
7.75
Market Cap: ~$120B
Employees: 170,000
Revenue: $78B (FY2025)
THE PATTERN

The Engineering Culture That Finance Ate

Boeing was once an engineering company that happened to have accountants. The McDonnell Douglas merger inverted this. Cost-cutting replaced safety culture. Stock buybacks replaced R&D. The 737 MAX disasters were not anomalies, they were the system working as redesigned. This is what happens when you optimize for quarterly earnings in an industry where errors kill people.

DIMENSION SCORES
Decision Latency
8

Multiple fatal decisions took years to address. 737 MAX grounding lasted 20 months. Safety culture eroded over decades.

Error Correction
9

MCAS failures killed 346 people. Door plug blowout in 2024. Whistleblower retaliation. Errors compound.

Knowledge Location
8

Engineering expertise hollowed out. Outsourced to suppliers. McDonnell Douglas finance culture won.

Structural Lock-In
8

Defense contracts, supplier dependencies, union agreements, regulatory oversight all limit options.

Talent Flow
7

Engineers leaving. Reputation damaged. Hard to recruit safety-focused talent when safety is compromised.

Capital Intensity
8

Aircraft development costs $10B+. Factories are fixed. R&D cycles are decades.

Knowledge Velocity
7

Siloed between commercial, defense, space. Lessons not shared. Safety learnings lost.

KEY NUMBERS
737 MAX deaths: 346 people
Stock buybacks (2013-2019): $43B
Quality escapes (2024): 400+
CEO turnover: 3 in 5 years
Market share vs Airbus: declining
Cash burn (2024): $8B
TRANSFORMATION SIGNALS
ENABLERS
  • +Defense contracts provide floor
  • +Duopoly with Airbus (no alternatives)
  • +Existing order backlog
  • +New CEO from outside
  • +FAA forcing changes
FRICTION
  • Destroyed safety culture
  • Engineering brain drain
  • Supplier quality issues
  • Union tensions
  • Criminal liability overhang
  • Customer trust erosion
"Boeing was once an engineering company that happened to have accountants. The McDonnell Douglas merger inverted this. The 737 MAX disasters were not anomalies, they were the system working as redesigned."

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