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CLAIM #9411 · The Boeing Company (BA) · 2025Q4 earnings call · Jan 27, 2026 · due Dec 31, 2027

And again, I think it will be a tougher rate ramp to go from 47 to 52 than it was to go from 38 to 42 because of that inventory level.

Kelly Ortberg · CEO

PENDING
graded after results covering Dec 31, 2027 are reported

How to check this claim

Look at: 737 production/delivery rate ramp achievement (units per month), specifically reaching a rate of 52 per month

It came true if: Company-disclosed 737 production rate reaches 52/month, and time elapsed from 47 to 52 is longer than time elapsed from 38 to 42

Where: Company commentary on 737 production rate (earnings calls, investor updates, 10-K/10-Q disclosures)

In context

ll months, and we need to continue to see stability. But so far, so good. And as I said, the good news is the KPIs still look good, so no deterioration there. Supply chain on that ramp, not a big issue for us right now. And we projected that. As you know, we've got a lot of inventory there. And I actually don't think supply chain is going to be a big challenge for us in the next rate ramp from 42 to 47. But that's where we start to normalize with the supply base in terms of burning off the excess inventory. And as we've said, going from 47 then to 52, that will be where we'll have to see improved performance from the supply chain, and, you know, we've got time. We're working that diligently with the supply chain. Right now, nothing says we can't do that, but a lot of work yet ahead of us. And again, I think it will be a tougher rate ramp to go from 47 to 52 than it was to go from 38 to 42 because of that inventory level. You mentioned Spirit, so I'll address that right now. You're right. In that Spirit, we're going to need to continue to invest in the capacity growth from Spirit. You know, I think this is one of the big and underwrites why we've made the acquisition so that we can guide that ramp and help them move forward. I think, you know, if they had continued in a distressed environment, I think that risk would have been significantly higher than our ability to go manage that. But that, like the rest of the supply chain, moving to that rate, Spirit has some work to do, and we've got a plan to go accomplish that. If I switch to 787, as you know, we don't have the large inventory levels there on 787. That is more normalized with the supply chain. And we're working to stabilize at this rate eight now, a

Verify independently

SEC filings for BA · Claim quote is verbatim from the 2025Q4 earnings call.