Boeing BDS is a different org from Boeing Commercial. Unlike Commercial, Boeing has competition from established players like Lockheed Martin, Northrop Grumman

Boeing BDS is a different org from Boeing Commercial. Unlike Commercial, Boeing has competition from established players like Lockheed Martin, Northrop Grumman, BAE Systems, and RTX as well as rising players like SpaceX, Andruil, Shield AI, etc. Ther merger with McDonnell Douglas was the death knell for BDS because at the time, commercial dealflow was significantly greater than defense and space, leading to greater prioritization of commercial, and McDonnell Douglas had a history of management issues.