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Myles Alexander Walton

Managing Director at Wolfe Research

Myles Alexander Walton is a Managing Director at Wolfe Research, specializing in the Aerospace & Defense sector. He has a proven track record of covering major companies within this sector, consistently ranking as a top analyst, including a current ranking of #3 in the Institutional Investor survey. With over 20 years of experience, Myles has previously held senior roles at UBS, Deutsche Bank, and other prominent financial institutions. He holds a PhD in Aerospace Engineering from MIT and is a CFA charterholder, bringing a unique blend of technical expertise and financial acumen to his work.

Myles Alexander Walton's questions to BOEING (BA) leadership

Question · Q3 2025

Myles Alexander Walton asked about the projected negative cash flow for the 777X program in 2026, how it compares to 2025, and the anticipated timeline for the program to achieve a neutral cash flow position.

Answer

EVP and CFO Jay Malave stated that the 777X program is expected to face a $2 billion headwind in 2026 compared to prior expectations, with overall absolute cash usage potentially higher. He anticipates the program will get closer to neutral cash flow in 2028 and become positive in 2029, driven by improving payments from aircraft deliveries and advances.

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Question · Q3 2025

Myles Alexander Walton asked about the projected negative cash flow for the 777X program in 2026 and the timeline for the program to achieve a neutral cash position after its first delivery.

Answer

EVP and CFO Jay Malave clarified that the 777X program is expected to face a $2 billion cash headwind in 2026 compared to prior expectations, with overall cash usage likely higher. He anticipated the program would approach cash neutrality in 2028 and generate positive free cash flow starting in 2029, driven by improved payments from aircraft deliveries and advances.

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