The Boeing Company (BA) Barclays 42nd Annual Industrial Select Conference summary

Progress and priorities

• Successfully navigated a prolonged workforce stoppage, with employees now back and production resuming positively.

• Completed a significant capital raise, strengthening the balance sheet for production recovery.

• Focused on stabilizing the business in 2025, aiming for a more predictable year.

• Emphasizing disciplined ramp-up in commercial production, especially for the 737 MAX.

• Advancing safety and quality initiatives across the organization.

Culture and organizational change

• Initiated a company-wide effort to redefine core values and expected behaviors, with a dedicated culture team.

• Integrating new values into leadership development, selection, and performance management, with safety as a top priority.

• Aiming to rebuild customer trust through consistent, positive interactions and improved delivery performance.

• Recognizes cultural change is a gradual process, requiring methodical and sustained effort.

Production and operational updates

• 737 MAX production and deliveries are recovering post-strike, with inventory being cleared and supply chain stable.

• No current supply chain constraints for the 737 MAX ramp-up to 38 per month; FAA cap remains a focus.

• Six KPIs, developed with the FAA, are used to monitor production stability across all major programs.

• Rate increases are contingent on 2–3 months of KPI stability, with deliberate pace to avoid instability.