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CLAIM #9312 · The Boeing Company (BA) · 2025Q1 earnings call · Apr 23, 2025 · due Dec 31, 2025

But as we look a little further out good alignment, plenty inventory, feel pretty confident about supply chains out of it.

Brian West · CFO

PENDING
graded after results covering Dec 31, 2025 are reported

In context

months on 787 and then there for future opportunities there as you know we've invested additional capital billion dollars here in our Charleston facility, that's where we are today to expand our production capacity here. So we definitely want to get the 87 back up to double digit production rates and none of what we're seeing right now is knocking us off those plans. Brian West: And on the supply chain side as I mentioned we have a lot of inventory. Enough inventory that is there for us to achieve the rate that Kelly's mentioning and we've got really good alignment with our key suppliers. Fuselages, engines, everything looks pretty good. Yes, we have to get through some discreet moments around this tariff and ensuring the continuity of delivery which we'll work through as Kelly mentioned. But as we look a little further out good alignment, plenty inventory, feel pretty confident about supply chains out of it. Operator: Your next question comes from the line of Scott Mikus from Melius Research. Your line is open. Scott Mikus: Kelly, congrats on the F-47 win. I have a quick question there. There was a comment from the administration about the EMD phase being cost plus but there were some competitively priced options for LREP. So I'm just wondering are those options fixed price? Do they have inflation escalators built into them? How should we be thinking about the risk from those options? Kelly Ortberg: Yes, hey Scott. On the F-47 we're not at liberty to disclose anything relative to the contract structure beyond what the Air Force has said. So the only thing I can say is, is what you've read there is the extent of our disclosure. Clearly, we haven't come off our strategy of ensuring we're enteri

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SEC filings for BA · Claim quote is verbatim from the 2025Q1 earnings call.