“So our rate increase plan remains unchanged. We'll go to 38 a month here. We'll get to the stability and then our first rate increase will be from 38 to 42 and then we'll do five per month increments after that. So 42 to 47, 47 to 52.”

In context

“maybe just on that last thought you know assuming the skyline is largely intact outside of China and there's no demand impact with tariffs. How are we thinking about production ramps outside 2025 with the 37 and the 87 rates and how you're watching the biggest risks in the supply chain in the master schedule and how that correlates to cash flow expectations as you continue to benefit from volume ramps but also on-time deliveries? Kelly Ortberg: Actually let me take the demand side now. Let Brian comment. So we don't see any change in the overall demand here. Our backlog is well over $0.5 trillion. It's everybody wants the aircraft. So we're going to work through this China situation. Maybe have to redeploy some aircraft but we don't see any pullback whatsoever in demand for the aircraft. So our rate increase plan remains unchanged. We'll go to 38 a month here. We'll get to the stability and then our first rate increase will be from 38 to 42 and then we'll do five per month increments after that. So 42 to 47, 47 to 52. Those rate increases would be no earlier than probably six months in between. But again it depends on each one will require that we have stable KPIs and the more you move up the rate the more difficult it is to make sure you maintain stable KPIs. So if we go to one of those rates and we need to stay there for a little longer to be mature that's what we'll do. But I don't see any change in our long-term rate plans. All the KPIs on 787 right now are all green look good. So we'll make this next rate increase in the coming months on 787 and then there for future opportunities there as you know we've invested additional capital billion dollars here in our Charleston facility, that's where we are today to expand our production capacity here. So we definitely want to get the 87 back up to double”