$Boeing(BA)$ STEPHANIE POPE is

STEPHANIE POPE is a dope. No thank you!

Calhoun may or may not be the right leader for Boeing, but the company, like its customers, may not have a choice, even if political pressure comes to bear. Qualified candidates are hard to find. Current Boeing Chief Operating Officer Stephanie Pope is a company lifer with nearly three decades of experience, but a promotion might feel like more of the same. The strongest candidate on Boeing’s board looks like David Joyce, the retired head of $General Electric Co(GE)$ Aviation, who worked with Calhoun at GE. A strong manager who can rebuild the culture, such as GE’s Culp, would be a good place to start, but Culp isn’t available—he’s preparing to run GE Aerospace following the planned spinoff of GE’s power-generation division in the second quarter. Another name floated was Patrick Shanahan, who just took the reins at Spirit AeroSystems to lead that turnaround effort. So, Calhoun it is.

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