Boeing Co ($BA) Q1 2026 Earnings Call
Thank you for standing by good day everyone and welcome to the Boeing Company's first quarter 2026 earnings conference callΒ ...
Executive VP of Finance & CFO, Boeing
Search every verified Jesus Jr. interview, podcast appearance, and on-the-record quote β each transcript cross-checked by AI and human review to confirm speaker identity. During Boeing's first quarter 2026 earnings call on April 22, 2026, Jesus Jr., the company's Executive Vice President of Finance and CFO, discussed the company's financial outlook and performance. He stated that Boeing views a $10 billion free cash flow figure as "very attainable" and expects "significant growth beyond that into the next decade" as the company executes on its record backlog. He also noted that Boeing is "on track to generate full year of positive cash flow" and that its commercial, defense, and service portfolios are "well positioned to meet the market demands." On the call, Jesus Jr. addressed the potential for a large aircraft order from China, stating that such an order is "100% dependent on the US China negotiations and relations." He expressed confidence that an upcoming summit between President Trump and President Xi would result in an agreement that includes aircraft orders, calling it "a meaningful opportunity" for Boeing, though he declined to provide a specific number of airplanes. He also discussed the defense budget, citing increases in funding for programs such as the F-47, KC-46 tanker, and F-15EX, and said the company expects to increase KC-46 tanker deliveries from 14 in 2025 to about 19 in 2026.
“We're on track to generate full year of positive cash flow and our commercial, defense and service portfolios are well positioned to meet the market demands and restore Boeing to the iconic company we all know.”
“We continue to expect positive free cash flow of 1 to 3 billion this year, aligned with the expectations I shared last quarter. As I said previously, we benefited from order timing in the first quarter. We expect second quarter free cash flow to improve with the second half of the year turning positive. Of note, we ass...”
“I'm highly confident that that will result, if there's an agreement at the country level, that will include some aircraft orders. President Trump has been very focused on supporting us in international campaigns and you know he's been very successful in doing that. So I think that that's a meaningful opportunity for us...”
“We're on track to generate full year of positive cash flow. and our commercial defense and service portfolios are well positioned to meet the market demands and restore Boeing to the iconic company we all know.”
Thank you for standing by good day everyone and welcome to the Boeing Company's first quarter 2026 earnings conference callΒ ...
Thank you for standing by good day everyone and welcome to the Boeing Company's first quarter 2026 earnings conference callΒ ...
04/22/2026 Q&A: 24:26 The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide. The company operates through three segments: Commercial Airplanes; Defense, Space & Security; and Global Services. The Commercial Airplanes segment develops, produces, and markets commercial jet aircraft for passenger and cargo requirements. The Defense, Space & Security segment engages in the research, development, production,β¦
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