Boeing (BA): FY25 Q2 earnings call, Jul 29, 2025

Tue, Jul 29Earnings callSpeaker-labelled transcriptBoeing

No Kalshi or Polymarket word markets were listed for Boeing’s Jul 29, 2025 earnings call (FY25 Q2). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

11 matches for “Supply Chain”; 5 quoted, at least 25 words apart.

Robert K. Ortbergcompanyprepared

…as trade negotiations continue. As a reminder, about 80% of our commercial supply chain spending goes to U.S. suppliers and about 80% of our commercial…

Brian J. Westcompanyprepared

…continue to prioritize the investment-grade rating; and second, allow the factory and supply chain to stabilize. Let me provide some additional context on the macro…

Sheila Karin Kahyaogluanalystqa

…momentum builds from here? And given the 7-year backlog, how does that factor into pricing and deal negotiations and any potential impact on supply chain?

Douglas Stuart Harnedanalystqa

…see the biggest bottlenecks in getting there? And I'd say, including the supply chain. And I'll just throw in, how are you thinking of using…

Robert K. Ortbergcompanyqa

…additional confidence. We've invested in the capacity. And another thing from a supply chain, remember, we've got -- as Brian outlined, we've got a tremendous…

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