AvTalk Episode 317: The (Q1) results are in
AvTalk - Aviation Podcast
Flightradar24
4.8 • 911 Ratings
🗓️ 25 April 2025
⏱️ 46 minutes
🧾️ Download transcript
Summary
If all of the first quarter earnings reports could be summed up in a single headline, it would be: “Seeking stability in a fluid age of dynamically uncertain softening.” We review Q1 financials from Boeing, Southwest, and others to see how the aerospace industry’s largest players fared at the beginning of the year and what they think the rest of the year has in store.
The FAA announces a fast-tracking of the new NOTAM system, it is now supposed to be ready for operational use by September. A Delta A330 engine catches fire in Orlando and the evacuation raises some questions about slide deployment. And one undisclosed podcast listener has a bit of fun with a new domain name: meet UndisclosedAirlines.com.
Helpful links for this week’s episode
* Boeing Q1 results
* Southwest Q1 results
* RTX Q1 results
* GE Aerospace Q1 results
* Embraer Q1 backlog
* FAA NOTAM announcement
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Check back soon for a transcript of this week’s episode.
Transcript
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| 0:00.0 | Hello and welcome to episode 317 of AvTalk. I am Ian Petchnik here as always with... |
| 0:16.0 | Jason Rabinowitz. Hello, Ian. Hello, Jason. How are you, sir? I'm good. How are you doing? I'm doing all right. |
| 0:23.1 | I think spring might actually be here. For real this time? So it's not going to be snowing in Chicago |
| 0:29.2 | tomorrow or anything crazy like that? I mean, who knows? But I think this might actually be spring. |
| 0:34.8 | So I'm enjoying it. Enjoy your one week before summer. |
| 0:39.7 | Yes, before it's 85 degrees and 200% humidity. |
| 0:43.1 | Yeah, that is actually next week. |
| 0:45.0 | Next week. Yeah, there you go. |
| 0:46.5 | Looking forward to that already. |
| 0:48.9 | But things have been all over the place in the aviation industry. |
| 0:53.4 | We've got lots of first quarter results |
| 0:56.6 | coming out from companies seeing the effects of, I think the word uncertainty has been mentioned |
| 1:05.1 | in every single one of these quarterly reports. Also, the federal versus beige book is out a macro survey |
| 1:13.0 | of the general economic feeling of businesses and economists, and the mention of uncertainty |
| 1:21.7 | is certainly highest, I think it's ever been. So we'll get to that in a little bit, |
| 1:27.0 | but there's also some good news |
| 1:28.3 | this week. And we're going to talk about that as well. Let's dig into some of the top line |
| 1:34.9 | numbers from Boeing, which released its first quarter financials today and had their call |
| 1:42.6 | earlier today. They lost $31 million in the first quarter. |
| 1:49.0 | I mean, in the grand scheme of things, that's not going to lose anything. |
| 1:53.5 | That's a lot less than they lost last quarter, which was $3.9 billion. |
| 2:03.8 | Yeah, you don't want to lose any money, but if you're losing money, it's better to lop an entire digit off that figure, I guess. It's not too bad. Many, |
... |
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