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10-QPeriod: Q1 FY2021

BOEING CO Quarterly Report for Q1 Ended Mar 31, 2021

Filed April 28, 2021For Securities:BABA-PA

Summary

Boeing Company (BA) reported its first quarter 2021 financial results, showing continued challenges from the COVID-19 pandemic and the residual impacts of the 737 MAX grounding. Total revenues decreased to $15.2 billion from $16.9 billion in the prior year's quarter, primarily driven by lower Commercial Airplanes (BCA) and Global Services (BGS) revenues. The company reported a net loss attributable to shareholders of $537 million ($0.92 per share) for the quarter, an improvement from the $628 million loss ($1.11 per share) in the first quarter of 2020. Despite the ongoing difficulties, the Defense, Space & Security (BDS) segment showed revenue growth. Liquidity remains a key focus, with net cash used by operating activities at $3.4 billion for the quarter. Boeing took steps to manage its cash position, including issuing new debt and repaying existing loans, resulting in a total debt balance of $63.6 billion. The company's outlook for commercial air travel recovery is still projected for 2023-2024, with continued uncertainty regarding the pace and extent of recovery. Management is actively pursuing business transformation initiatives to improve efficiency and resilience.

Financial Statements
Beta

Key Highlights

  • 1Total revenues declined by 10% year-over-year to $15.2 billion, largely due to lower sales in the Commercial Airplanes and Global Services segments.
  • 2The company reported a net loss attributable to Boeing shareholders of $537 million, an improvement from the $628 million loss in the same period last year, resulting in a diluted loss per share of $0.92.
  • 3Defense, Space & Security (BDS) segment revenues increased by 19% to $7.2 billion, driven by the KC-46A Tanker program and favorable contract adjustments.
  • 4Net cash used in operating activities was $3.4 billion, reflecting continued inventory build-up in commercial aircraft programs, particularly the 787.
  • 5Boeing issued $9.8 billion in new debt and used the proceeds to repay outstanding term loans, maintaining its total debt balance at $63.6 billion.
  • 6The 737 MAX program saw increased deliveries as more jurisdictions approved its return to service, though the aircraft remains grounded in some non-U.S. jurisdictions.
  • 7Inventory levels, particularly for the 787 program, increased due to production issues and rework, impacting cash flow.

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