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Seth Michael Seifman

Vice President and Equity Research Analyst at JPMorgan Chase & Co.

Seth Seifman is a Vice President and Equity Research Analyst at JPMorgan Securities LLC, specializing in the aerospace, defense, and industrials sectors. He covers major companies including The Boeing Company, General Electric, TransDigm Group, and several other industrial and technology firms, maintaining a 75% success rate and delivering an average return of 45.54% on his recommendations. Seifman began his analyst career at JPMorgan in 2006 after graduating from Yale University in 1997, and he has since issued hundreds of stock ratings with over 80% of his price targets met and substantial potential upside for investors. He holds relevant industry credentials for equity research and is recognized for consistently high-performing calls, notably on Boeing and GE.

Seth Michael Seifman's questions to BOEING (BA) leadership

Question · Q3 2025

Seth Michael Seifman inquired about the 787 production rate increases, the key internal and supply chain factors being monitored, and the program's progress towards cash profitability.

Answer

President and CEO Dave Calhoun noted that the 787 production increase cadence differs from the MAX due to lower inventory levels. He stated that the next rate increase, from 8 (expected by year-end) to 10 next year, will be more challenging due to supply chain constraints, particularly seat certifications, which he expects to remain an issue for some time. He emphasized the need for stability at rate 8 before moving to 10, planning for sometime next year.

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