CLAIM #9375 · The Boeing Company (BA) · 2025Q3 earnings call · Oct 29, 2025 · due Dec 31, 2025
“So our next rate increase will be from this 8, which we should be at 8 by the end of the year and then we'll move to 10 next year.”
Kelly Ortberg · CEO
In context
“out the 87. You mentioned the recent Capstone review and how we can think about kind of the way you went through the 37, the flow of rate increase is coming on the 87 and what some of the kind of key things you're watching are there, whether it's internal or whether it's in the supply chain, having to do with structures or engines or anything like that? And then also, whether you've kind of burned through some of the concessions there and starting to get to a better place of cash profitability on that program? Robert Ortberg: Yes. So the cadence of production increase is a little bit different story than on MAX. Obviously, the -- we weren't shut down on MAX. And so we didn't -- on 787 through the strike. So we didn't -- we don't have the level of inventory that we have on the MAX program. So our next rate increase will be from this 8, which we should be at 8 by the end of the year and then we'll move to 10 next year. I do think on 787, the move from 8 to 10 will be more challenging for us with the supply chain, particularly seats. We're continuing, as I've mentioned in previous calls, we're continuing to struggle with seat certifications. I think that's going to be with us for a little bit longer. We are making progress on that. But I think seats will continue to be a constraining item for us. And then just the general supply chain on 787 because we don't have the buffer. We want to make sure that we're stable here at 8 a month rate before we go to 10. So we're planning to do that sometime next year. I'm not going to put a month on that yet. Maybe as we get to some stability at rate 8, we'll fine-tune that. Operator: Your next question comes from the line of Sheila Kahyaoglu from Jefferies. Sheila Kah”
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SEC filings for BA ↗ · Claim quote is verbatim from the 2025Q3 earnings call.