Q2 2025 Boeing Co Earnings Call Transcript
Key Points
- Boeing Co (BA) announced its largest wide-body order ever for up to 210 commercial airplanes, indicating strong market demand.
- The company delivered 150 commercial jets in the quarter, marking the most deliveries in the second quarter since 2018.
- Boeing Co (BA) achieved a production rate of 38 airplanes per month for the 737 and is on track to request an increase to 42 per month.
- The 787 program successfully increased its production rate to seven airplanes per month, with stable key performance indicators.
- Boeing Global Services (BGS) delivered strong financial results with a 19.9% operating margin, reflecting improved commercial and government volume.
- The 737-7 and -10 certification is delayed to 2026 due to prolonged technical solution development for engine anti-ice.
- Boeing Co (BA) reported a core loss per share of $1.24, despite improvements compared to the previous year.
- Free cash flow was a usage of $200 million in the quarter, reflecting ongoing challenges in working capital management.
- The 777X program continues to grow inventory as it moves towards entry into service, impacting financials.
- Boeing Defense and Space (BDS) margins remain low, with ongoing challenges in stabilizing fixed-price development programs.
Thank you for standing by. Good day, everyone, and welcome to the Boeing Company's second 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. Eric Hill, Vice President of Investor Relations, for opening remarks and introductions. Mr. Hill, please go ahead.
Thank you and good morning. 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 subject to risks
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