Brian West on trade policy
From Boeing Co ($BA) Q2 2025 Earnings Call · · Castify Earnings Call
“We have appreciated the administration and Congress for championing US aerospace industry around the world and applaud President Trump and the EU Commission President Ursula von der Leyen for reaching a negotiated agreement that will be good for the aerospace industry in the US and Europe. The administration understands the role of our sector in strengthening the US trade balance and we're optimistic that future agreements will address aircraft and parts as we work through our diverse backlog of more than $600 billion for our global customers.”
On , Brian West, Executive Vice President of Finance & Chief Financial Officer at Boeing, spoke about trade policy during Boeing Co ($BA) Q2 2025 Earnings Call on Castify Earnings Call.
About Brian West
Brian West, Boeing's executive vice president and chief financial officer, participated in the company's first and second quarter 2025 earnings calls. On the Q1 2025 call, West stated that the company still expected to deliver around 400 737 aircraft for the year, with a second-quarter delivery target in the low to mid-90s. He also noted that the company had entered into an agreement to sell portions of its digital aviation solutions business for $10.55 billion, describing it as part of a strategy to focus on core businesses and strengthen the balance sheet. West addressed tariff impacts, saying the net annual impact on input costs was manageable and within plan at less than $500 million, and that the company had approximately 50 China deliveries in its plan but was assessing options for remarketing aircraft after customers in China indicated they would not take delivery due to tariffs. On the Q2 2025 call, West said the company expected third-quarter free cash flow to be roughly in line with the second quarter before any potential one-time Department of Justice payment, setting up for positive free cash flow in the fourth quarter. He also stated that the company expected to request FAA approval in the coming months to increase 737 production to 42 aircraft per month. West noted that the recently enacted reconciliation bill increased national defense spending by $150 billion through fiscal year 2029, providing funding for Boeing defense programs. By the Q1 2026 call, West had been succeeded as CFO by Jay Moave.