Boeing (NYSE: BA) has made major moves recently to shift more of its revenue to the commercial sector, where the demand for commercial passenger airliners over the next 20 years is going to be enormous. But the company is still very much bound to the defense sector, particularly U.S. defense, and that is a budget that is very much in question at the moment.
In this video, Motley Fool industrials analyst Isaac Pino highlights some of the things Boeing investors definitely need to keep in mind going forward. Besides defense spending, Boeing has also had production issues in the past, which will only get more challenging as the Dreamliner becomes more fuel-efficient, and more complex. Finally, though the company's moat seems insurmountable for new competition, there are companies currently growing out of emerging markets that Boeing management is keeping under a watchful eye.