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CLAIM #9380 · The Boeing Company (BA) · 2025Q3 earnings call · Oct 29, 2025 · due Dec 31, 2026

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.

Jesus Malave · CFO

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Total capital expenditures, fiscal year 2026

It came true if: FY2026 CapEx greater than FY2025 reported CapEx

Where: Company cash flow statement (10-K) or CFO commentary on FY2026 framework/Q4 call

In context

ially, 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 more broadly, if you can talk about where you see the pinch points in the supply chain today and kind of across the programs as you move forward in rate, where are you most concerned that bottlenecks may emerge? Robert Ortberg: Yes. So again, I made a few comments on this already. I think you do need to break down between the 737 supply chain and the 787 or the widebody supply chain because we have this excessive amount of inventory. So look, I think in general, I would just comment that the supply chain is doing well. We do have constraints still around s

Verify independently

SEC filings for BA · Claim quote is verbatim from the 2025Q3 earnings call.