CLAIM #9337 · The Boeing Company (BA) · 2025Q2 earnings call · Jul 29, 2025 · due Dec 31, 2025
“But look, if we continue to see this 0 for 0, I think we'll be able to beat that $500 million bogey that we've established here.”
Kelly Ortberg · CEO
In context
“so we've been managing our pricing to also reflect that environment going forward. So I think that will also give us an opportunity, particularly to offset some of the cost growth, inflationary cost growth that we are going to see going forward. So the landscape is pretty good right now. A couple of areas I just think we got to keep watching. One is making sure that we don't end up back in retaliatory tariffs with China. So we are making deliveries, as you know, right now, and hopefully, that comes to a resolution. And then the USMCA program -- agreement is still very important because of the amount we import from Mexico and Canada. So as they revisit that USMCA, hopefully, that stays in the same trade situation that we're in today. So we don't see additional tariffs there going forward. But look, if we continue to see this 0 for 0, I think we'll be able to beat that $500 million bogey that we've established here. Operator: Our next question comes from the line of Peter Arment from Baird. Peter J. Arment: Thanks again, Brian, for all your support over the last 4 years. Really appreciate it. And Kelly, maybe we could talk a little bit about maybe the longer-term framework, how you're thinking on rates when you think about the progress you're seeing on the 737 MAX and the 787. And I guess, specifically on the 787, it seems like the demand continues to be really strong with obviously, the orders that you're seeing and there's the wide-body replacement cycle that seems to be heating up. How are you thinking about where the long- term rates could go there? Robert K. Ortberg: Well, first of all, Peter, one step at a time. We just moved from 5 to 7 a month very successfully. And as I said in the prepared”
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SEC filings for BA ↗ · Claim quote is verbatim from the 2025Q2 earnings call.