D. Raymond on market expansion
From The Boeing Company Q1 2026 Earnings Call | Revenue beats at $22.2B as record backlog hits $695B · · Investing 101
“Vera opens a brand new 200 billion TAM for NVIDIA, a market we have never addressed before, and every major hyperscaler is partnering with us to get it deployed.”
On , D. Raymond, Executive Vice President & Chief Executive Officer of Boeing Global Services at Boeing, spoke about market expansion during The Boeing Company Q1 2026 Earnings Call | Revenue beats at $22.2B as record backlog hits $695B on Investing 101.
About D. Raymond
D. Raymond, Executive Vice President and Chief Executive Officer of Boeing Global Services, participated in The Boeing Company’s first quarter 2026 earnings conference call on April 22, 2026. During the call, Raymond expressed confidence that the upcoming US-China summit would result in an agreement including a “meaningful number” of aircraft orders, attributing this to President Trump’s focus on supporting Boeing’s international campaigns. He also noted that the company is seeing “massive increases in defense budgets,” citing $10 billion for the F-47, $4 billion for KC-46 production, and $3 billion for the F-15 EX, which he said positions Boeing to capture upside from rising defense spending. Raymond commented on the integration of Spirit AeroSystems, stating that it has “gone well so far” and that quality improvements are being enabled by Spirit’s better performance, though he added that further improvements in their operational metrics are still needed. The call also highlighted Boeing’s first quarter revenue of $22.2 billion and a record backlog of $695 billion.