By: Carter Copeland 

While BA’s Investor Day was littered with several thesis-confirming observations to highlight (on margins, productivity, cultural change), the event was dominated by a focus on the well-publicized recent challenges around 737 production, which were a primary feature of management discussions and tour Q&A. Overall, it appears that conditions at the factory are incrementally improving, but that the company is not completely out of the woods yet.

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