Published by Global Banking & Finance Review®
Posted on March 19, 2025
3 min readLast updated: January 24, 2026
Add as preferred source on GoogleBoeing CFO Brian West discusses tariff concerns on parts supply, anticipates improved cash flow, and updates on 737 and 787 production stabilization.
By Dan Catchpole
(Reuters) -Boeing Chief Financial Officer Brian West said on Wednesday the company is concerned about President Donald Trump's tariffs potentially constraining the availability of parts from its suppliers, although he said the U.S. planemaker has enough inventory for now.
West, who was speaking at a Bank of America industrials conference, also said the company expected to take a one-time hit of $150 million to its first-quarter profit. The company's balance sheet has suffered from low deliveries of commercial jets and cost overruns on fixed-price contracts for its defense and space division.
Boeing's cash flow could improve in the first quarter by "hundreds of millions" of dollars, he said.
The company's share price rose 6% after West's comments.
Tariffs will not likely dampen demand for the company's jetliners, he said. Boeing has an order backlog of over 5,000 planes, most of which are 737s.
Deliveries of the single-aisle jet in March should match February, when it delivered 31 MAX jets plus one P-8 Poseidon for the U.S. Navy, he said.
Through March 18, the company has delivered 13 737s, according to a Barclays note.
The company continues to make progress stabilizing 737 and 787 Dreamliner production, both of which have been dogged by quality and supply chain problems, and remains on track to increase monthly output this year of the MAX from the mid-20s now to 38 planes and the Dreamliner from five to seven jets per month, West told investors.
Deliveries of its KC-46 tanker military aircraft were recently halted by the U.S. Air Force after cracks were discovered in parts of the wings on two aircraft awaiting delivery. West said Boeing is making progress on resolving the problem, deliveries for the year should not be affected and the halt will not result in a charge against its profit.
Boeing will not be significantly affected this year by a fire at a SPS Technologies plant, which makes 10% to 15% of fasteners for the aerospace industry, he said, adding that the company is assessing the impact on its suppliers.
The company is trying to sort out how to prevent longer-term constraints on the fasteners supply, he added.
In the past two weeks, Boeing moved into the next stage of flight testing for its 777X, which resumed in January following a five-month pause, he said.
The company has said it expects to begin deliveries of the long-delayed 777-9 next year, followed by the smaller 777-8 and a freighter version later in the decade.
Developing a new airplane is "a ways off," West said.
Boeing is shopping two subsidiaries - its Jeppesen navigation unit and drone company Insitu. However, Boeing's divestment strategy is focused on pruning, not restructuring the company, he said.
It does not plan to sell Wisk Aero, which is developing autonomous air taxis, he said.
Technology being pioneered by Wisk will be key to the future of autonomous flight and valuable to the rest of Boeing's business, he added. "It's small, it's important, and we're staying with it."
(Reporting by Dan Catchpole in Seattle and Shivansh Tiwary in BengaluruEditing by Anil D'Silva, Frances Kerry and Rod Nickel)
The article discusses Boeing CFO Brian West's concerns about tariffs affecting parts supply and the company's financial outlook.
Boeing's cash flow is expected to improve by hundreds of millions of dollars in the first quarter.
Boeing is stabilizing 737 and 787 production and advancing 777X flight testing.
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