Boeing CFO Brian West expressed concerns about President Trump's tariffs potentially limiting parts availability, although noted sufficient inventory exists for now. The company anticipates a one-time profit dip of $150 million due to low commercial jet deliveries and cost overruns in defense. Despite these challenges, Boeing's share prices rose 6% as they are on track to stabilize production of the 737 and 787. They aim to significantly increase monthly outputs, while deliveries of the KC-46 military tanker were temporarily halted due to quality issues but won't impact overall profits.
Boeing is currently managing through its supply chain challenges with sufficient inventory, yet faces potential impacts from tariffs on parts availability.
Despite facing issues, Boeing's delivery of 737s is expected to stabilize, aiming to increase monthly output significantly this year.
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