MAAT INDEX

CLAIM #9254 · The Boeing Company (BA) · 2024Q4 earnings call · Jan 28, 2025 · due Dec 31, 2025

Now, in terms of your broader question on the full weight of the charges, they are going to tend to flow through. I think BDS for 2025 from cash flow performance is going to look a little bit like 2023.

Brian West · CFO

PENDING
graded after results covering Dec 31, 2025 are reported

In context

at we're going to see a much more stable performance here this next year. But again, we're not done with these until we're done with these. And they are a fixed price, so we've got to continue to work at this. Our team is very, very focused on program management discipline, making sure we're managing the tasks at hand. But, you know a lot of work yet to do Sheila on these. So I think we're making progress, but I certainly can't claim victory yet. A - Brian West: And Sheila, in terms of the cash flow, you're correct. The new charge of $1.7 billion, we characterize. About a third of that is going to be over the next three years. So it's a little bit front-end loaded, so a few million dollars – a few hundred million dollars of pressure that we see in 2025 versus what we said back in October. Now, in terms of your broader question on the full weight of the charges, they are going to tend to flow through. I think BDS for 2025 from cash flow performance is going to look a little bit like 2023. And then once we get through 2025, it'll be in a much different spot, because a lot of that headwind from the charge will be behind us. And when we get exactly to breakeven positive, won't be this year, but can't wait to have that discussion as we move out beyond exiting this year. Sheila Kahyaoglu : Got it. So breakeven could be possible in ‘26 or maybe ‘27. A - Brian West: Yeah, for sure. Sheila Kahyaoglu : Got it. Thank you. Operator: Thank you. And our next question is from Ron Epstein from Bank of America. Please go ahead. Ron Epstein : Hey, yeah. Good morning, guys. Kelly Ortberg: Ron. Ron Epstein : Kelly, could you talk about how you're thinking about Boeing's portfolio? I mean, there's been a fair amount of press about maybe some things could be up for sale, maybe not. You know, w

Verify independently

SEC filings for BA · Claim quote is verbatim from the 2024Q4 earnings call.