CLAIM #9378 · The Boeing Company (BA) · 2025Q3 earnings call · Oct 29, 2025 · due Dec 31, 2028
“We think that the market demand will allow us to get to rates in the teens and that's what we're focused on putting the capital in place, getting the facilities in place.”
Kelly Ortberg · CEO
How to check this claim
Look at: 787 production rate (aircraft per month)
It came true if: Monthly production rate reaches 13-14 per month
Where: Company-disclosed production rate (earnings call/investor updates)
In context
“ow, what needs to be done to go to 12 to 14 a month? And then the investment you're discussing today is that related to the 10 a month? Or are you already making steps toward going to those higher rates? Robert Ortberg: Yes. We're already making steps for the higher rates. You're right, we could probably -- if we thought capping at 10 was as far as we go, we would not be investing in expanding Charleston. So we're going to have a formal groundbreaking. But essentially, what you're going to see if you've been to Charleston, we're going to double the footprint, the manufacturing footprint. Now we don't need double, but it also gives us a lot more flexibility for some storage space as well. So a major expansion of the Charleston facility, and it's all around getting to rates higher than 10%. We think that the market demand will allow us to get to rates in the teens and that's what we're focused on putting the capital in place, getting the facilities in place. Obviously, if the facilities come online, they'll help us at rate 10, but we don't need that. And I think we're looking at really 2028 before we're really utilizing that expanded facility. Douglas Harned: Can you dimension at all the CapEx trajectory you're talking about for this? Jesus Malave: We expect that to increase next year, Doug. Again, I think in the -- when we kind of give you the '26 framework in January, we can provide more color, but there will be some higher CapEx in '26 related to both this as well as the growth in expansion in St. Louis. Operator: Your next question comes from the line of Gautam Khanna from TD Cowen. Gautam Khanna: Welcome, Jay. Kelly and Jay, I know you touched on seat certification as a potential constraint on 87 production hikes. I was just wondering mo”
Verify independently
SEC filings for BA ↗ · Claim quote is verbatim from the 2025Q3 earnings call.