The following video is part of our "Motley Fool Conversations" series in which consumer goods editor and analyst Austin Smith and industrials editor and analyst Brendan Byrnes discuss topics across the investing world.

Boeing (NYSE: BA) was on an order hot streak in 2011, with a multibillion-dollar order seemingly every month. But Boeing's issue has never been securing the orders, but rather building and delivering the planes in a reasonable amount of time. To that end, Boeing recently announced that it will not hit its delivery goal for the year. How much does this hurt the aerospace giant, and what does it mean going forward?

Austin Smith and Brendan Byrnes have no positions in the stocks mentioned above. Motley Fool newsletter services have recommended buying shares of Southwest Airlines. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.