CLAIM #9354 · The Boeing Company (BA) · 2025Q3 earnings call · Oct 29, 2025 · due Dec 31, 2026
“As a reminder, we expect rate increases beyond 42 per month, will go in increments of 5. And while rate increased breaks won't be earlier than 6 months apart, we will remain disciplined and we won't move to higher rates until we achieve stability and readiness.”
Kelly Ortberg · CEO
How to check this claim
Look at: 737 production rate (airplanes per month), and spacing between rate-increase approvals
It came true if: Next rate increase beyond 42/month is to 47/month, and occurs no earlier than 6 months after the 42/month rate was achieved
Where: Company-disclosed 737 production rate (quarterly earnings call / investor updates, FAA approval announcements)
In context
“improve the health of our factories. Notably, we've seen 75% reduction in traveled work on our 737 and a reduction of 60% across all airplane programs. Supported by greater stability, we successfully ramped up the 737 production to 38 airplanes per month as we had planned. We then focused on enablers such as improved quality, training and workplace coaches to help stabilize at that rate and demonstrate that all of our key performance indicators are healthy. Once we are satisfied with the sustained health and stability of the production system, we then presented our disciplined plan to the FAA to increase production to 42 airplanes a month. We continue to be guided by our safety and quality plan and we'll monitor our performance against these 6 KPIs as we methodically move to higher rates. As a reminder, we expect rate increases beyond 42 per month, will go in increments of 5. And while rate increased breaks won't be earlier than 6 months apart, we will remain disciplined and we won't move to higher rates until we achieve stability and readiness. Also in the quarter, the FAA announced it will allow delegation to Boeing to issue airworthiness certificates for some 737 MAX and 787 airplanes. Our team continues to work under the oversight of the FAA in building safe, high-quality commercial airplanes that comply with all airworthiness certification requirements, and we appreciate the FAA's confidence in Boeing and earning limited delegation authority is a responsibility we take very seriously. On the 787, the team is performing well, and the program continues to work towards demonstrating stability at rate 7. As we previously shared, we'll be guided by our KPIs before we transition to planned higher rates and aim to move to 8 per month in the near future, having recently completed a successful rate 8 Capstone review with the FAA. At”
Verify independently
SEC filings for BA ↗ · Claim quote is verbatim from the 2025Q3 earnings call.