CLAIM #9300 · The Boeing Company (BA) · 2025Q1 earnings call · Apr 23, 2025 · due Sep 30, 2025
“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.”
Brian West · CFO
In context
“d 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. Seth Seifman: Congratulations Matt. Just wanted to ask a follow-up question on tariffs on the cost side. I guess if there's anything you could say to kind of size if we're thinking about the two impacts being kind of the China impact and the cost impact maybe kind of sizing potentially those two impacts and then talking about the drawback process on the cost side. Do you need to maybe manage the supply chain a little bit on the cost side if there are suppliers down in the chain who can't handle this as well as you know some of the larger and more well-capitalized suppliers? And also how you deal with I gather you're going to get a push from certain suppliers to kind of push through tariffs t”
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SEC filings for BA ↗ · Claim quote is verbatim from the 2025Q1 earnings call.