CLAIM #9418 · The Boeing Company (BA) · 2025Q4 earnings call · Jan 27, 2026 · due Dec 31, 2026
“Overall, we expect BCA deliveries to be up close to approximately 10%. All in.”
Jay Mollave · CFO
How to check this claim
Look at: BCA (Boeing Commercial Airplanes) total aircraft deliveries, full year 2026
It came true if: 2026 BCA deliveries approximately 8-12% higher than 2025 reported BCA deliveries
Where: Company-disclosed delivery figures (quarterly/annual delivery reports, 10-K, or earnings call commentary)
In context
“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 expectation and 500. As far as the 787, a little bit simpler there. We're expecting around anywhere between 90 to 100 aircraft, and that'll be dependent upon real-time production rollouts. Again, just like 737, we had about 20 aircraft that came out of inventory. That we delivered in 2026. And so the production rollout system will be the primary source of our deliveries again, here in 2026. So very similar type of approach there. Overall, we expect BCA deliveries to be up close to approximately 10%. All in. And so, again, that'll be driven, I mean, led by the 737 and 787 programs. I hope that gives you the clarity you need. Peter Arment: Yeah. That was very clear. Thanks, Jay. Operator: Your next question comes from the line of Seth Seifman from JPMorgan. Your line is open. Seth Seifman: Hey, Thanks very much, and good morning, everyone. Maybe if you could talk a little bit more about defense. We saw a charge there for the first time in 2025. But it sounds like it's something that can, perhaps help in the future. Maybe you could talk a little bit about how KC-46, to the extent that you see it turning the corner, how is it turning the corner? And then, you know, moving beyond that, the state of BDS and maybe how you prepare for some of these production increases that the Defense Department is”
Verify independently
SEC filings for BA ↗ · Claim quote is verbatim from the 2025Q4 earnings call.