CLAIM #9416 · The Boeing Company (BA) · 2025Q4 earnings call · Jan 27, 2026 · due Dec 31, 2026
“Our expectation for deliveries on that program is around 500 aircraft.”
Jay Mollave · CFO
How to check this claim
Look at: 737 MAX aircraft deliveries, full year 2026
It came true if: Total 737 MAX deliveries between 480 and 520
Where: Company-disclosed delivery figures (quarterly earnings release / 10-K delivery table)
In context
“that is what gives us the confidence that what we've seen here at Spirit, what we're absorbing at Spirit, it doesn't really alter what we're expecting in these out years. Sheila Kahyaoglu: Got it. Thank you. Operator: Your next question comes from the line of Peter Arment from Baird. Your line is open. Peter Arment: Hey, Jay. Just maybe sticking with BCA. The BCA team had a really strong delivery year in '25. I think you mentioned 447 MAXs, and you had 88 787 deliveries. And with the rate breaks that we're seeing this year, maybe you could just level set us on kind of 2026 delivery expectations for both the MAX and the 787 programs and also just maybe any cadence that we should expect first, you know, first half versus second half? Jay Mollave: Thanks, Peter. So let me start with the 737. Our expectation for deliveries on that program is around 500 aircraft. If you look at it, kind of if you compare this year to last year, last year in the 447 that we delivered, we delivered around five aircraft out of inventory. So our production rollouts are going to significantly improve. This year, as I mentioned in my prepared remarks, we've only got one left carryover. Going in. So our production performance and rollouts are going to increase substantially. When you do the math, as you indicated, Peter, in terms of just taking a look at the assumption for rate breaks, might get into around, call it, 530 aircraft or so. What we're going to be doing in this production build is building around 30 aircraft on a 737-10. Those will not be delivered in 2026. Be delivered in 2027. Upon certification. And so that would bridge between, you know, a higher expectat”
Verify independently
SEC filings for BA ↗ · Claim quote is verbatim from the 2025Q4 earnings call.