CLAIM #9241 · The Boeing Company (BA) · 2024Q4 earnings call · Jan 28, 2025 · due Jan 31, 2025
“So January is off to a very solid start, and delivery should be in the high 30’s for the month.”
Brian West · CFO
In context
“production rate. Remember that we've got a significant amount of inventory, both in airplanes and in supply parts. So I don't see any constraints right now from the supply chain for us in ramping up the 737 to the 38 a month rate. And notably, the work at Spirit during the strike has really paid off. That team has done a great job of improving the overall performance and quality of the fuselages, which are going to help flow through the factory. So as I said, you know its early days, but I feel really good. And I think our deliberate plan is going to pay dividends for us going forward. A - Brian West: David, a little bit on how to think about 737 deliveries for the year. We're not putting out formal guidance, a little too early for that. But let's just talk about a framework for the year. So January is off to a very solid start, and delivery should be in the high 30’s for the month. Now, keep in mind, some of these airplanes are the benefit of clearing the delivery center ramp that had accumulated in the November or December time frame. So there's an advantage of a nice tailwind entering the year. We expect February will be lighter because there's fewer manufacturing days and also the timing of the factory restart, and then March is likely to be better than February as we begin to get more predictability. So as we've said, the first half is going to reflect our gradual, steady restart of the factory. And the second half is likely going to benefit from achieving higher production rates, which include the 38 per month target and possibly higher based on approval from the FAA, as Kelly mentioned. So, as we sit here today, we've got a lot of work in front of us. You know”
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SEC filings for BA ↗ · Claim quote is verbatim from the 2024Q4 earnings call.