CLAIM #9064 · The Boeing Company (BA) · 2023Q2 earnings call · Jul 26, 2023 · due Dec 31, 2026
“And then there will be, obviously, increases from there to get to the 10 by ‘25, ‘26.”
Brian West · CFO
How to check this claim
Look at: 787 monthly production rate
It came true if: 787 production rate reaches 10 per month by end of 2025 or during 2026
Where: management commentary on earnings calls / company production rate disclosures
In context
“’t – I really can’t talk about next year delivery numbers. And it’s just not the right time to do that. Although we still have confidence as we get out of the first half of this year, the second half will be better. And then we will just want to make sure we are always sequentially improving. As it pertains to the 87, very proud of that team, given where they have been over the last couple of years. They have got the joint verification work, very steady, consistent. They are working on their share of escapes that they knock down as fast as they see them. And they are getting to production rates that are steady. And they are getting to that five per month by the end of the year is a big deal and no longer they are in the abnormal category. They are back towards a path where we expect them. And then there will be, obviously, increases from there to get to the 10 by ‘25, ‘26. So, there is nothing in particular right now that is a major worry be for 87. And the supply chain still feels like it’s getting better, a little more stable, a little more coordinated. And we got to keep executing. Seth Seifman: Okay. Thanks very much. Operator: Thank you. And your next question is from Ron Epstein from Bank of America. Please go ahead. Ron Epstein: Hi. Yes. Good morning guys. Dave Calhoun: Hi Ron. Ron Epstein: One topic we just haven’t talked about much so far is China. Maybe can you update us on kind of how that’s going? And your sense on delivering new aircraft into China and what’s going on there? I think that could be pretty helpful. Dave Calhoun: Yes, Ron. So, you probably saw in our disclosures that we reduced our exposure, at least with respect to the finished go”
Verify independently
SEC filings for BA ↗ · Claim quote is verbatim from the 2023Q2 earnings call.