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$280 million charge
VC-25B fixed-price action triggered a $280 million charge
Boeing decided to add significant resources to support VC-25B build and test schedule and aligned certification basis, resulting in the charge during the quarter.
Read the full earnings transcript for BA Q2 2026, or visit the The Boeing Company company page.
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FAA authorization to resume airworthiness certificates for 737 MAX and 787
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Financial Performance Summary
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We’re spending a good deal of time looking at where the value is in the aircraft going forward and how do we participate in the value chain maybe differently.
Kelly Ortberg
CEO, The Boeing Company
Context
CEO discussed aircraft innovation/profitability strategy tied to the next airplane. When asked whether innovation is the key to industry profitability, Ortberg said Boeing’s existing strategy on new airplane thinking had not changed. She argued the profitability mix on existing airplanes is embedded in the supply chain architecture and won’t change materially. She then tied opportunities to the next airplane, potentially involving different business models and partnerships with the supply chain.
Dafinchi