CLAIM #9244 · The Boeing Company (BA) · 2024Q4 earnings call · Jan 28, 2025 · due Dec 31, 2025
“You know, 2025 in some ways could look like 2023, maybe a bit better if things go our way.”
Brian West · CFO
In context
“e 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, 2025 in some ways could look like 2023, maybe a bit better if things go our way. Kelly Ortberg: Hey David, let me come back also and talk about the six KPIs that you asked about. So, these are KPIs that we've agreed with the FAA on what the threshold is and where the control limits we want to operate. And these are what we've collectively determined will measure the stability of our production system. I'll quickly tell you what the six are. They are NOE, notice of escape hours, shortages, part shortages, employee proficiency, rework byline, travel to work at rollout, and the ticketing performance. And so, I will say it's a little bit early, because we have a lot of inventory yet of planes that were in process that we're going through. But early indications is that all the KPI’s are looking and trending in the right direction. So I feel so far so good, but it will be i”
Verify independently
SEC filings for BA ↗ · Claim quote is verbatim from the 2024Q4 earnings call.