Financial Performance & Cash Flow - The company aims to achieve positive cash flow in the second half of the year, targeting a positive cash flow by the fourth quarter [1] - The company's plan is to turn around the cash burn situation by 2026 [2] Production & FAA Approval - Second quarter production rate is close to the FAA cap of 38 aircraft per month [3] - The company intends to work with the FAA in the third quarter to increase production rate, aiming to get approval in the second half of the year [4][5] - The company is monitoring key performance indicators with the FAA to ensure production line stability before seeking approval for the next rate [4] Tariffs & International Trade - Zero for zero inclusion in EU tariffs for airplanes and aircraft parts is critical for the company and its customers worldwide [5][6] - The company expresses confidence in managing the tariff environment due to recent bilateral deals [6] - The deal with Japan is important from an input tariff perspective, as Japan is one of the largest importers for some of the company's products, particularly on the 787 program [8] Certification & Development Programs - Certification of the 737 MAX -7 and -10 models is pushed out to next year due to challenges with the engine anti-ice solution [12][14] - The engine anti-ice solution has proven more tricky than initially anticipated, requiring further design work [13][14] - The company's engineering team is working on several solutions to finalize the design and move forward with the certification process [15] Labor Issues - A labor issue involving 3,200 machinists primarily working on fighter and weapons programs in St Louis and St Charles is not expected to derail the company's recovery [9][10][11] - This labor issue is smaller in scope compared to the 30,000 machinists in the commercial program [10] Order Backlog - Increased orders are great improvements to the company's overall backlog [7][8] - The company is focused on increasing production rates to meet the demand from these orders [8]