Howmet Aerospace CEO Says Boeing 737 Build Rates Are Being Raised To An Average Of 28 Per Month Compared To Prior Assumption Of 25 Per Month - Conf Call

ReutersMay 1, 2025 3:03 PM

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May 1 (Reuters) - Boeing Co BA.N:

HOWMET AEROSPACE CEO: BOEING 737 BUILD RATES ARE BEING RAISED TO AN AVERAGE OF 28 PER MONTH COMPARED TO PRIOR ASSUMPTION OF 25 PER MONTH - CONF CALL
HOWMET AEROSPACE CEO: DELAYS TO RAMP OF BOEING 787 JETS CAUSED A LITTLE BIT OF PERTURBATION IN THE FIRST HALF OF THIS YEAR
HOWMET AEROSPACE CEO: HAD TO ISSUE FORCE MAJEURE TO ALL OF OUR CUSTOMERS SO THAT WE WOULD HAVE CONSISTENT MESSAGING
HOWMET AEROSPACE CEO: WORST CASE POSITION OF TARIFF IMPACTS TO BE ABOUT $80 MILLION IF 90 DAY PERIOD GOES AND PASSES; NET IMPACT AFTER MITIGATION AND PASS THROUGH LESS THAN $15 MILLION IN 2025

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