有些话，真不是你想说就能说，说了可能就得出事。偏偏美国商务部长霍华德·卢特尼克在福克斯新闻节目上"失手"了——在聊到美欧新贸易协议的时 候，他本来是想抬高一下美国这边的"气势"，结果一不留神，把波音的秘密给说漏了。 更关键的是，这句话暴露了一个惊天大坑：波音的零部件，尤其是从意大利、日本、韩国这些国家进口的关键材料，年均金额超120亿美元，居然一个子 儿关税都不用交！ 说得再直白点儿，就是波音靠全球买零件，美国商务部专门给它开了"绿灯通道"，零关税、无障碍，走得飞快。而别的企业呢？你自己看着办吧。 原话咋说的？"欧盟会为美国商品支付关税。"这话一出，主持人点头如捣蒜，气氛也挺和谐。 但紧接着，主持人问："那像波音这种靠全球采购零件的大公司，是不是也要为进口部件缴税？" 这哥们居然大大方方地说："哦，波音？不不不，波音不需要为进口零部件缴税。" 这一句话，节目现场气氛直接变了天。主持人脸上的表情就差写俩字儿：出事了。 你琢磨一下，前脚才说"我们美国商品要收税，要让欧洲掏钱"，后脚就说"波音不用交进口税"。那到底谁交？谁不交？这不是打自己脸吗？ 那老百姓怎么办？你买进口商品、进口零食、进口电器，是不是多多少少都得 ...

新华财经旧金山7月30日电（记者吴晓凌）美国波音公司29日发布财报显示，该公司今年第二季度净亏 损6.12亿美元，亏损额较去年同期的14.39亿美元有所收窄。 波音公司总裁兼首席执行官凯利·奥特伯格表示，公司为加强产品安全和质量而进行变革，业绩正在改 善，下半年波音将继续致力于推进业绩复苏。 （文章来源：新华社） 财报显示，第二季度波音营业收入为227.5亿美元，同比增长35%。这主要得益于民用飞机交付量提 升，波音当季交付150架民用飞机，同比增长63%。 波音表示，公司第二季度737机型产量提高至每月38架，今年晚些时候预计将提高至每月42架。目前787 机型产量为每月7架。 ...

格隆汇7月30日｜摩根大通：将波音(BA.US)目标价从230美元上调至251美元。 ...

Core Viewpoint - Boeing reported a net loss of $612 million in Q2 2023, a reduction from a net loss of $1.439 billion in the same period last year [1] Financial Performance - Boeing's revenue for Q2 2023 was $22.75 billion, representing a 35% year-over-year increase [1] - The increase in revenue was primarily driven by a rise in commercial aircraft deliveries, with Boeing delivering 150 commercial aircraft in the quarter, a 63% increase year-over-year [1] Production and Future Outlook - Boeing increased the production rate of the 737 model to 38 aircraft per month, with plans to raise it to 42 aircraft per month later this year [1] - The current production rate for the 787 model stands at 7 aircraft per month [1] - Boeing's CEO, David Calhoun, stated that the company is undergoing transformations to enhance product safety and quality, indicating an ongoing commitment to performance recovery in the second half of the year [1]

Group 1 - Despite presidential claims to reduce overseas military engagements and control spending, U.S. military expenditures remain high, with unusual "bottomless pit" projects emerging [1] - The "Iron Dome" defense system, announced by Trump, is expected to cost $175 billion, with initial funding included in the "Big and Beautiful Act" [2] - From 2020 to 2024, the five major defense contractors received approximately $771 billion in government contracts from the U.S. Department of Defense, with additional revenue from arms sales due to conflicts in Ukraine and the Middle East [3] Group 2 - U.S. military aid to Israel exceeded $18 billion in the first year after October 2023, while total military aid to Ukraine since the outbreak of the Russia-Ukraine conflict reached around $100 billion [4] - Most of these aid funds ultimately benefit U.S. defense contractors, as they are delivered in the form of weapons and ammunition to Israel and Ukraine [5] - The Pentagon has "classified contracts" with annual budgets exceeding $100 billion, which are not disclosed to the public, indicating that defense contractors may receive more than reported [6] Group 3 - The budget for U.S. nuclear weapons design, manufacturing, and maintenance falls under the Department of Energy's Nuclear Security Administration, while counter-terrorism funding is allocated to the FBI, suggesting that actual government contracts for defense contractors are even higher when these budgets are included [7] - Defense contractors engage in lobbying, election support, and "revolving door" practices to secure a larger share of the national budget [9] - Due to short tenures of U.S. officials, many prioritize building relationships with defense contractors over addressing actual security needs [11] Group 4 - Major defense contractors include Lockheed Martin ($313 billion), RTX (formerly Raytheon, $145 billion), Boeing ($115 billion), General Dynamics ($116 billion), and Northrop Grumman ($81 billion), each specializing in various advanced military technologies [13] - The phenomenon of government officials transitioning to high-paying positions in the private sector after leaving office is common, with many returning to government roles when their party regains power [14][18] Group 5 - Recent years have seen a shift in Pentagon procurement budgets towards high-tech companies, with firms like SpaceX, Palantir, and Anduril competing for contracts traditionally held by the five major defense contractors [23] - Palantir, for instance, has secured contracts worth $618 million for AI data platforms and other advanced systems with the U.S. Army and Special Operations Command [25] Group 6 - Defense contractors are promoting narratives of "great power competition" and "emerging military technology revolutions" to justify continued high budgets, suggesting that $1 trillion annually is still "not enough" [28] - A report by the Congressional Strategic Posture Commission recommended that the Pentagon invest $2 trillion over 30 years to develop new nuclear weapon systems, with ties to defense contractors like Northrop Grumman [29][30] Group 7 - The competition between traditional defense contractors and emerging tech companies in areas like AI, unmanned systems, and data integration is expected to escalate, potentially leading to increased Pentagon budgets to satisfy both sectors [36][37]

金十数据7月30日讯，当地时间7月29日获悉，当天，土耳其航空一架从伊斯坦布尔飞往安塔利亚的波音 777客机因液压系统故障在安塔利亚机场紧急降落，落地后因起落架冒烟，机组人员紧急开启滑梯组织 乘客撤离。全体乘客安全，无人员伤亡。 初步检查显示，烟雾源于液压管道的技术故障。目前，该飞 机已由技术团队开展全面检查，相关返程航班将由替代航班执行。 土耳其航空一架波音777客机因故障紧急降落 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-442 THE BOEING COMPANY (Exact name of registrant as specified in its charter) Delaware 91-0425694 (State or other jurisdiction of i ...

Culture & Operational Improvement - The company faced serious issues in manufacturing effectiveness, safety, and efficiency [1] - The company is seeing very positive signs of a turnaround, with teams rallying around cultural improvements [2] - A different Boeing is emerging in the marketplace, according to customer feedback [2] - The company acknowledges that there is still a lot of work to do to continue improving the culture [2] Future Outlook - The company expects continued cultural improvements to help through next year [2]

Financial Performance - The company reported revenue of $22.7 billion, a 35% increase primarily driven by higher commercial delivery volume [28] - Core loss per share improved to $1.24 compared to the previous year, attributed to higher commercial deliveries and improved operational performance [28] - Free cash flow usage was $200 million in the quarter, reflecting better performance than expectations [28] Business Segment Performance Boeing Commercial Airplanes (BCA) - BCA delivered 150 airplanes in the quarter, with revenue of $10.9 billion and an operating margin of -5.1% [29] - The backlog increased to $522 billion, up more than $60 billion sequentially, including over 5,900 airplanes [30] - The 737 program delivered 104 airplanes, with production ramping up to 38 per month [30][31] Boeing Defense, Space & Security (BDS) - BDS booked $19 billion in orders, with revenue of $6.6 billion, up 10% [35] - Operating margin improved to 1.7%, reflecting better operational performance [35] - The demand for defense products remains strong due to the global threat environment [37] Boeing Global Services (BGS) - BGS reported revenue of $5.3 billion, an 8% increase year-over-year [38] - Operating margin was 19.9%, up 210 basis points compared to last year [38] - The business received $5 billion in orders, with a backlog of $22 billion [38] Market and Strategic Insights - The company is focused on stabilizing production and improving program execution as part of its recovery plan [7][23] - Recent trade agreements are expected to positively impact Boeing's order momentum and pricing strategies [51][56] - The company is monitoring supply chain dynamics closely, with 80% of commercial supply chain spending going to U.S. suppliers [20][21] Management Commentary - Management expressed optimism about the recovery plan's progress and the strong market demand across business segments [7][8] - The company is preparing for potential rate increases in production, with a focus on maintaining stability and quality [12][63] - Management acknowledged the challenges in the operating environment but remains confident in the company's long-term prospects [41][42] Other Important Information - The company is transitioning to a new CFO, Jay Malavi, as Brian West moves to a senior advisory role [26] - The company is committed to managing its balance sheet prudently, with a focus on maintaining an investment-grade rating [40] Q&A Session Summary Question: Free cash flow performance - Management indicated that a free cash flow target of around $3 billion for the year is reasonable, with expectations for positive cash flow in the fourth quarter [45][48] Question: Tariff impacts and order momentum - Management discussed the positive effects of recent trade agreements on order momentum and pricing strategies, particularly regarding input tariffs [51][56] Question: Delivery guidance for MAX and 777 - Management confirmed that deliveries for the 737 MAX are tracking ahead of the 400 target for the year, with expectations for continued strong performance [72] Question: Engine anti-icing issue - Management explained that delays in the engine anti-icing solution for the 737 MAX are due to design challenges that require additional work [76][77] Question: BDS margin improvement - Management expressed confidence in returning BDS to mid to high single-digit margins, emphasizing the importance of entering appropriate contract types [96][98]

Can you get the cash flow positive in the third quarter or is that further out. >> Well, we've always said that we want to get cash flow positive in the second half. Certainly want to finish the fourth quarter with positive cash flow.So, we get into uh 26 with this cash burn uh turned around. So, that's our still our plan to do. We have a one-time potential big payment in the third quarter associated uh with the DOJ settlement.So that that that's yet to go, but I I do feel confident in our fourth quarter of ...