Key Takeaways
- Boeing logged a $565 million loss on the KC-46 tanker.
- Defense business showed signs of improvement through most of 2025.
- Production support costs involved ‘keeping higher levels of quality and engineering support’.
Boeing announced a $565 million loss on its KC-46 tanker program, driven by higher production support and supply chain costs. The company attributed the charge to increased cost on commercial airplane production, citing improvements in factory rework levels. Despite this setback, Boeing’s defense business showed signs of improvement through most of 2025, with analysts expecting sequential growth in 2026.