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CLAIM #9341 · The Boeing Company (BA) · 2025Q2 earnings call · Jul 29, 2025 · due Dec 31, 2026

And that 777X, we still expect that as we move towards EIS, that is going to go up as we expected.

Brian West · CFO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: 777X program inventory balance (work-in-process/deferred production costs for 777X)

It came true if: 777X-related inventory balance higher than the level reported as of Q2 2025 (period ending June 30, 2025)

Where: Boeing quarterly financial statements / 10-Q inventory footnote and management commentary on earnings calls

In context

ss from Barclays. David Egon Strauss: Brian, thanks for the help and best of luck. Following up there, I wanted to ask about MAX delivery guidance for this year and 787 as well. I think previously, Brian, you talked about 400 deliveries. It looks like you're -- on the MAX, it looks like you're tracking ahead of that, maybe in the 425-plus range. And is 787 still looking around 80? And then if you could just also, Brian, quickly touch on the movement in inventory in the quarter, given that you absorbed a pretty big hit on the 777X, but the inventory balance came down. Brian J. West: Yes. On the inventory one, yes, we did have an uptick as expected on the 777X, but we also liquidated a lot of wide-bodies, as I mentioned. So all that kind of was in the right net-net trajectory for inventory. And that 777X, we still expect that as we move towards EIS, that is going to go up as we expected. So don't get too concerned about that movement as we move into the back half of the year. In terms of deliveries, so on 787, we've delivered 37 airplanes in the first half, and we're focused on stabilizing at 7 per month. And we had always thought the range was 70 to 80 for the year. So we're at the high end of that range. And on the 737, as you mentioned, we target -- circled around 400. We've delivered 209 airplanes in the first half, including 37 out of inventory. And as we continue to have good performance, we're poised to do a little better than the 400 for the full year, as you mentioned. So we feel like we're in pretty good shape heading into the second half. Operator: Your next question comes from the line of Ron Epstein from Bank of America. Ronald Jay Epstein: So maybe, Kelly, i

Verify independently

SEC filings for BA · Claim quote is verbatim from the 2025Q2 earnings call.