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10-QPeriod: Q2 FY2013

BOEING CO Quarterly Report for Q2 Ended Jun 30, 2013

Filed July 24, 2013For Securities:BABA-PA

Summary

Boeing Company (BA) reported a solid increase in revenue and net earnings for the six and three months ended June 30, 2013, compared to the prior year. Total revenues grew by 3% and 9% respectively, driven primarily by a strong performance in the Commercial Airplanes segment, which saw a 7% and 15% revenue increase due to higher aircraft deliveries. Net earnings also saw significant improvements, rising to $2.19 billion for the six-month period and $1.09 billion for the three-month period. The company maintained a robust backlog, indicating continued demand for its products. Despite the positive top-line and bottom-line growth, investors should note certain ongoing challenges. The Defense, Space & Security segment experienced a slight revenue dip, and the company highlighted risks associated with U.S. government defense budget sequestration. Additionally, significant inventory levels, particularly related to the 787 and 747 programs, and potential reach-forward losses remain areas of focus. The company also continues to manage potential impacts from legal proceedings and environmental remediation liabilities.

Financial Statements
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Key Highlights

  • 1Total revenues increased by 3% to $40.7 billion for the six months and 9% to $21.8 billion for the three months ended June 30, 2013, compared to the prior year.
  • 2Net earnings rose to $2.19 billion ($2.85 diluted EPS) for the six months and $1.09 billion ($1.41 diluted EPS) for the three months ended June 30, 2013.
  • 3The Commercial Airplanes segment was the primary driver of revenue growth, with a 7% increase for the six months and 15% for the three months, driven by higher aircraft deliveries.
  • 4The company's total contractual backlog remained strong at $389.2 billion as of June 30, 2013.
  • 5Research and development expenses decreased by $224 million for the six months and $94 million for the three months, primarily due to lower spending on the 787 program.
  • 6Inventories increased significantly to $40.2 billion, with substantial amounts related to the 787 and 747 programs.
  • 7Boeing continued its share repurchase program, repurchasing 10.2 million shares during the quarter.

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