Lufthansa (LHA) is optimistic that the new U.S. administration under Donald Trump will help Boeing (NYSE:BA) resolve delivery delays that have disrupted airlines worldwide. CEO Carsten Spohr told CNBC he hopes supply chain issues and regulatory hurdles will be addressed with some support of the new U.S. administration.
Boeing's production setbacks have been a major industry issue, exacerbated by safety concerns, regulatory scrutiny, and a machinist strike. The company has faced criticism from airlines, including Ryanair, which blamed Boeing for repeated reductions in its capacity guidance.
Lufthansa, which operates multiple airlines under its group, is dealing with an aging fleet and delays affecting its 240-jet order. Only one of the 18 aircraft added to its fleet in 2024 came from Boeing.
Despite a 948 million earnings decline due to these disruptions, Lufthansa shares rose on a better-than-expected financial report and an optimistic 2025 outlook. Airbus (EADSF), Boeing's European rival, is also facing production delays due to supply chain challenges.
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