CLAIM #9408 · The Boeing Company (BA) · 2025Q4 earnings call · Jan 27, 2026 · due Dec 31, 2026
“Similarly with BDS, that'll that's actually coming down and improving from 26 over 25.”
Jay Mollave · CFO
How to check this claim
Look at: BDS (Boeing Defense, Space & Security) segment cash flow or loss metric, year-over-year comparison
It came true if: 2026 BDS cash burn/loss improves versus 2025 (i.e., less negative than reported 2025 figure)
Where: Company quarterly/annual segment financial disclosures (10-K/10-Q or earnings release, BDS segment)
In context
“in from 25 to 26 as well as the considerations at least in 2026. They're generally close to each other, so almost the same impacts. The excess advances over time actually will burn down quicker than what we expect on the consideration. So that will take a little bit longer to burn down on the 737 and 787. Considerations. You know, again, when you think about this and take a step back, it's pretty much what I said in the prepared remarks. Burning this down all is about the production rates and getting us to the higher production rates over time. One other thing at 777X, even though you didn't ask me, you know, I colored that as well. Again, that'll take us a few years. The key thing there is while it is a higher cash burn this year, it'll improve over time with it turning positive in 2029. Similarly with BDS, that'll that's actually coming down and improving from 26 over 25. And that will burn down over time as well. So again, it's all predicated on our improvement plans. It's predicated upon our delivery plans. We've got a very good line of sight, which is why I walked you through all this detail. But as things potentially change, these could change as well. And so, we'll give you more color. 2026 is a big, big year for us. As Kelly mentioned, had to get through our certification programs. We also have rate ramp increases as well. As we get the learnings and get informed by those events, that'll give us a little bit more ability to really zone in on specific quantification as well as the timing of these. But, hopefully, this works for you. Now, and then we'll give you more color in the future. Myles Walton: Okay. Thanks for the detail. Operator: Your next qu”
Verify independently
SEC filings for BA ↗ · Claim quote is verbatim from the 2025Q4 earnings call.