CLAIM #9297 · The Boeing Company (BA) · 2025Q1 earnings call · Apr 23, 2025 · due Jun 30, 2025
“And for the second quarter specifically we expect to deliver in the high 20s for April and the quarter should be more or less in line with 1QX China which is in the low to mid 90s.”
Brian West · CFO
In context
“ve action and manage our way through it. Operator: Your next question comes from the line of Myles Walton from Wolf Research. Your line is open. Myles Walton: Congrats on the move Matt. You survived a lot. So Brian, I think in January you were expecting deliveries on the 37 in the low 400s and maybe 80 or so on the 787. Does that still that framework still hold with the 50 aircraft from not going to China specifically as Kelly mentioned? Brian West: Thanks Myles. On the 37, yes, we still think that's the right ballpark of 400. You had a nice strong start to the year operationally and that should allow us to offset most of any delivery pressure that would come from the 25 airplanes already built in inventory and around six that are in production airplanes that we plan to deliver this year. And for the second quarter specifically we expect to deliver in the high 20s for April and the quarter should be more or less in line with 1QX China which is in the low to mid 90s. On the 87 you're also in the right ballpark. We also are having a nice start to the year and we expect to ramp to seven per month in the next few months and China would only be a handful of airplanes impacted. So we like the ballpark that you mentioned and for 2Q we've already delivered five so far in April and we expect 2Q to be a bit higher than where we were at in 4Q '24 delivery. So things are going pretty well. I think what's really important is any delivery timing won't disrupt our production rate increases on these programs and we're making really good progress operationally and we're tracking to achieve the right milestones that Kelly mentioned and both programs in the coming months. Operator: Your next question comes from the line of Seth Seifman from JPMorgan. Your line is open.”
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SEC filings for BA ↗ · Claim quote is verbatim from the 2025Q1 earnings call.