MAAT INDEX

CLAIM #9258 · The Boeing Company (BA) · 2024Q4 earnings call · Jan 28, 2025 · due Dec 31, 2025

But there are some areas, you named one, there are some areas where we can streamline the organization, or we may be better off focusing our energy elsewhere and we'll be actioning those over the coming months and year.

Kelly Ortberg · CEO

PENDING
graded after results covering Dec 31, 2025 are reported

In context

ybe selling Jefferson. But on one hand, maybe that's a good idea. But on the other hand, that puts Boeing's name in pretty much every cockpit of every airplane on the planet. And is that a bad thing? So I mean, how are you thinking about it? A - Kelly Ortberg: Well, so first of all, Ron, we've been through the through the detailed portfolio review, which was one of my, you know one of my early tasks, and that's complete, highlighted areas that are questionable to our core, and we go through an analysis to look at each of those areas, and we're in process in that. You know, as I look at this, here's how I would think about it Ron. This is not going to be a major restructuring of the Boeing Company. The core business that you see us in, and we're going to continue to be in those core areas. But there are some areas, you named one, there are some areas where we can streamline the organization, or we may be better off focusing our energy elsewhere and we'll be actioning those over the coming months and year. The only thing I would say is that, you know as you look at those, part of that decision process is what do you do with something? You know, in some cases you have potential that you could sell it and there are buyers, in some cases that may not be a viable approach, we may want to just not continue with the next phase of the project or something like that. So we're going through that, but I think, if I give you any guidance, think of it as more pruning the portfolio, not cutting down the tree. Ron Epstein : Got it. Got it. And you'd expect maybe we'll know more about this in the next 12 to 18 months, something like that? A - Kelly Ortberg: Yeah, look, I can't really speak about individual portfolio decision areas, but as they come along, obviously, you'll see what we're doing there. Ron

Verify independently

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