Boeing (BA): FY25 Q4 earnings call, Jan 27, 2026

Tue, Jan 27Earnings callSpeaker-labelled transcriptBoeing

No Kalshi or Polymarket word markets were listed for Boeing’s Jan 27, 2026 earnings call (FY25 Q4). 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.

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

Kelly Ortbergcompanyprepared

…our efforts to improve safety and quality throughout our factories, operations, and supply chain. There's a lot of work ahead of us with an integration…

Kelly Ortbergcompanyprepared

…process, we revised cost estimates for elements including the production support and supply chain, which Jay will cover in more detail. While it's disappointing to…

Jay Mollavecompanyprepared

…other allocated costs in the Everett facility, as well as higher estimated supply chain costs, including Spirit. The added production support costs include keeping higher…

Jay Mollavecompanyprepared

…inventory on a commodity-by-commodity basis in order to preserve stability across the supply chain and production system. The next category of legacy issues we have…

Kelly Ortbergcompanyqa

…good news is the KPIs still look good, so no deterioration there. Supply chain on that ramp, not a big issue for us right now.…

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