Q1 2025 Boeing Co Earnings Call Transcript
Key Points
- Boeing Co (BA) delivered 130 airplanes in the first quarter, exceeding internal expectations.
- The company won the F-47 program, securing its position in the sixth-generation fighter market.
- Boeing Co (BA) reported an 18% increase in revenue, driven by higher commercial delivery volume.
- The company is on track to increase 737 MAX production to 38 per month, with plans to further increase to 42 per month.
- Boeing Co (BA) completed the 100th 767 freighter conversion, marking a significant milestone in its BGS business.
- Boeing Co (BA) is facing potential challenges due to tariffs, particularly affecting deliveries to China.
- The company reported a core loss per share of $0.49, despite improvements from the previous year.
- Free cash flow was a usage of $2.3 billion in the quarter, reflecting ongoing financial pressures.
- Boeing Co (BA) continues to face seat certification issues affecting some 787 deliveries.
- The company is managing risks related to retaliatory tariffs and input costs, which could impact future financial performance.
Thank you for standing by. Good day, everyone, and welcome to The Boeing Company's first-quarter 2025 earnings conference call. (Operator Instructions) Please be advised that today's call is being recorded. The management discussion and slide presentation, plus the analyst question-and-answer session, are being broadcast live over the Internet. (Operator Instructions)
At this time, I'm turning the call over to Mr. Matt Welch, Vice President of Investor Relations for opening remarks and introductions. Mr. Welch, please go ahead.
Thank you, and good morning, everyone. Welcome to Boeing's quarterly earnings call. With me today are Kelly Ortberg, Boeing's President and Chief Executive Officer; and Brian West, Boeing's Executive Vice President and Chief Financial Officer. This quarter's webcast, earnings release and presentation, which include relevant disclosures and non-GAAP reconciliations are available on our website.
Today's discussion includes forward-looking statements that are
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