MAAT INDEX

CLAIM #9272 · The Boeing Company (BA) · 2024Q4 earnings call · Jan 28, 2025 · due Dec 31, 2026

And then beyond that, we're going to expect them to get better in 2026.

Brian West · CFO

CANNOT_DETERMINE
resolved by a revision, graded at the moved level · official band 5 percent
Committed
we're going to expect them to get better in 2026
Reported
think about 3.5% for the year

How to check this claim

Look at: Boeing Commercial Airplanes (BCA) segment operating margin, full year

It came true if: FY2026 BCA operating margin higher than FY2025 BCA operating margin

Where: Boeing 10-K / segment results (BCA operating margin, annual)

In context

arning new things and exploring new technologies for us. And then we'll look at what comes out of that and how that factors into our next airplane. So it's an important project that we're working on. You know, we've got some funding we're investing, but we've also got some funding there to support us. So you know, we'll continue to explore that exciting opportunity and see what that portends for the future for future airplane. I will tell you, I've sat through the through with the team and there's some exciting stuff that we're learning from that program and so I think we want to continue that. A - Brian West: And Jason, in terms of BCA margins. So as we think about 2025, your margins will be negative. They'll be less negative as we move through the next few quarters, as we exit the year. And then beyond that, we're going to expect them to get better in 2026. We're not going to try to characterize it quite yet. It's too early. But in terms of the longer term profile, you know, the IAM agreement did put pressure, but keep in mind, we're talking about a cost that's less than 5% of the airplane. Now, it's a little bit of pressure, but I characterize that versus the massive productivity benefit that we're going to enjoy by having two shadow factories behind us and a rate ramp that's going to accelerate productivity naturally. So it doesn't disrupt our margin expectations of the long-term. A lot of work in order to get this pressure behind us, but plenty of levers that we think work towards our favor. It doesn't necessarily disrupt the long-term. Jason Gursky : Okay, thanks. Operator: Thank you. The next question is from Gavin Parsons from UBS. Ple

Verify independently

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