IAM Union on Boeing’s Q3 Earnings: ‘Company Must Respect the Workers Who Built These Results’
ST. LOUIS, Oct. 29, 2025– The Boeing Co. on Wednesday reported $23 billion in third-quarter revenue, a $76 billion defense backlog, and that it is cash-flow positive for the first time since 2023 — all while more than 3,200 IAM Union (International Association of Machinists and Aerospace Workers) District 837 members remain on strike in St. Louis, fighting for the fair contract they’ve earned building America’s most advanced defense aircraft and weapons systems.
IAM District 837 members build and support the production of the F-15EX, F/A-18, T-7A, MQ-25, and the future F-47 fighter jet — programs essential to keeping our servicemen and women safe and strengthening U.S. and allied national defense. Boeing’s failure to propose a fair contract has already led the U.S. Air Force to publicly acknowledge that F-15EX deliveries are delayed.
During Wednesday’s earnings call, Boeing executives acknowledged the ongoing strike and discussed contingency plans to “mitigate” its impact. At the same time, they spoke about building a new “culture” within the company.
“Boeing’s so-called contingency plan is failing because they can’t replace the skill, precision, and experience of IAM Union members in St. Louis who have spent their careers building the world’s most advanced military products,” said IAM Union International President Brian Bryant. “If Boeing is serious about culture change and rebuilding its brand, it starts with respecting the people who make its success possible — not trying to sideline them. Investors must also take into account Boeing’s continued failure to manage labor relations responsibly. The company’s refusal to engage in fair bargaining is not only hurting workers and national defense programs — it’s a risk to Boeing’s long-term stability, reputation, and credibility.”
Boeing also acknowledged significant future investments in its St. Louis operations, following its success in winning the contract to build the F-47 — a testament to the unmatched skill and dedication of IAM Union members.
“The workers whose craftsmanship and innovation made these investments possible deserve to share fully in the prosperity they’ve helped create,” Bryant added.
Boeing’s improved results and optimism are a tribute to its workforce. Across the country, IAM Union members in Boeing’s commercial aviation facilities continue to deliver the high-quality aircraft that drive the company’s recovery and long-term success.
“Boeing’s executives can talk about transformation all they want, but the real transformation begins when they treat all employees as one Boeing,” Bryant continued. “The company hasn’t delivered a single new F-15 during this 13-week strike, and production delays are now rippling into the 777X program. It’s time for Boeing to end this strike, get our members back to work, and live up to the values they claim to be rebuilding.”
The IAM Union continues to bargain in good faith. On Monday, the union presented Boeing with a modified contract proposal that included a significant concession on 401(k) improvements in an effort to move closer to a deal. Boeing summarily rejected the offer without making a counterproposal, prompting the IAM Union to submit a second Unfair Labor Practice charge against the company for refusing to bargain in good faith.
This prolonged work stoppage has already drawn bipartisan concern in Congress. On Wednesday, 16 bipartisan members of the House Armed Services Committee urged Boeing to negotiate in good faith, warning that the strike is worsening delivery delays and raising serious national security concerns.
Bipartisan Group of House Armed Services Committee Members Urge Boeing to Negotiate in Good Faith as Military Deliveries Fall Further Behind Amidst Strike
WASHINGTON, Oct. 29, 2025 — A bipartisan group of 17 members of the House Armed Services Committee has signed a letter urging Boeing to return to the bargaining table and negotiate in good faith with more than 3,200 striking members of IAM Union (International Association of Machinists and Aerospace Workers) District 837 in the St. Louis area.
The bipartisan letter—led by U.S. Reps. Donald Norcross (D-N.J.) and Don Bacon (R-Neb.)—calls on Boeing CEO Kelly Ortberg to “return to the bargaining table with IAM District 837 and negotiate a fair contract in a timely manner,” citing the growing impact of the strike on national security and U.S. defense programs. Boeing’s failure to propose a fair contract has already led the U.S. Air Force to publicly acknowledge that F-15EX deliveries are delayed.
“Boeing Defense plays a vital role in safeguarding our national security and sustaining U.S. leadership on the global stage,” the members wrote. “That success is powered by a dedicated and highly skilled workforce who every day produce planes and other defense equipment that the United States government and our service members rely upon.”
IAM District 837 members build and support the production of the F-15EX, F/A-18, T-7A, MQ-25, and the future F-47 fighter jet.
“Communication and negotiation are crucial to help navigate out of the current situation that preserves the long-term balance between workers’ rights and the defense of our nation,” the letter continues. “We urge you to return to the bargaining table with IAM District 837 and to negotiate and reach a fair contract in a timely manner.”
For more than 12 weeks, IAM Union members have stood strong on the picket lines while Boeing continues to reject fair and responsible union proposals that would bring the strike to an end. The IAM Union has continued to present reasonable, good-faith contract offers that ensure Boeing can maintain the skilled workforce needed to meet its military delivery obligations. On Monday, Oct. 27, the IAM District 837 bargaining committee proposed yet another offer to Boeing in an attempt to end the strike, which the company summarily rejected without making any counter offer.
“Congress is sending a clear message that it’s time for Boeing to respect the highly skilled and experienced IAM Union members who build our nation’s most advanced defense systems,” said IAM Union International President Brian Bryant. “Our members have offered fair, responsible proposals to end this strike and get back to work. Boeing’s refusal to negotiate in good faith is not only hurting working families—it’s threatening critical defense programs and our national security.”
The IAM Union has now submitted two Unfair Labor Practice Charges against Boeing for continuing to reject union proposals without making any counter offers addressing worker concerns.
This latest show of congressional support builds on the growing bipartisan concern over Boeing’s refusal to reach a fair contract. Earlier this month, U.S. Sens. Bernie Sanders (I-Vt.) and Josh Hawley (R-Mo.) voiced support for IAM Union members during a Senate HELP Committee hearing where a District 837 member testified about Boeing’s bad-faith tactics. In addition, Reps. Wesley Bell (D-Mo.), Emanuel Cleaver (D-Mo.) and the Congressional Labor Caucus have joined calls for Boeing to bargain fairly and protect good-paying jobs in the St. Louis region.