CLAIM #9344 · The Boeing Company (BA) · 2025Q2 earnings call · Jul 29, 2025 · due Dec 31, 2025
“I would say, overall, BCA margins are expected to be negative for the year, as we've said before, although less so as we go quarter-by-quarter.”
Brian West · CFO
In context
“ble, build high-quality airplanes. And if we start to wobble, then we're going to stay at that rate until we get the production process stable. Operator: Your next question comes from the line of Seth Seifman from JPMorgan. Seth Michael Seifman: Brian, thanks for everything. Best of luck. Maybe since it's your last call, we could do an accounting question. And if you could talk a little bit about the progression in BCA margins from here, both as the different programs ramp up. And also, I think you mentioned maybe some margin consequences of the change in certification timing for the 7 and 10. Brian J. West: Yes. Let me hit that last one. So any kind of adjustments are really modest given the size of the program. So you're not really going to see, and I wouldn't have you worry about that. I would say, overall, BCA margins are expected to be negative for the year, as we've said before, although less so as we go quarter-by-quarter. So if you remember, first quarter was negative 6.6%. Second quarter, we just posted negative 5.1%, and we expect to get better as we move into the second half for each quarter, but still negative. And if you step back, BCA margins will be better in 2026, but it's way too early to characterize that any further. And then as Kelly and I have both said consistently that long term, there's nothing that we see that would suggest that we can't get back to historical margin levels performance. So we just got to keep working the recovery plane, get back to these rates, get the productivity and then this should be something that is in much better shape as we move forward. Operator: Your next question comes from the line of Ken Herbert from RBC Capital Markets. Kenneth George Herbert: Kelly and Bria”
Verify independently
SEC filings for BA ↗ · Claim quote is verbatim from the 2025Q2 earnings call.