CLAIM #9438 · The Boeing Company (BA) · 2026Q1 earnings call · Apr 22, 2026 · due Dec 31, 2026
“We continue to expect an increase to 10 per month later this year.”
Jay Malave · CFO
How to check this claim
Look at: 787 production rate (units per month, Charleston factory)
It came true if: Production rate reaches 10 per month at some point in 2026
Where: management commentary on quarterly earnings calls / company production rate disclosures
In context
“n on track to deliver 90 to 100 airplanes in the year. Although seat certifications impacted deliveries in the quarter, we are working with the FAA and our customers to address these risks by partnering earlier in the development process and creating contractual off-ramps to avoid delivery delays in the future. In Charleston, the factory is performing well and continuing to make progress at stabilizing the production rate at 8 per month. In the quarter, our rework hours improved by more than 25% as compared to the first quarter of 2025. These gains in the factory come even as our stability is being paced by the supply chain, where we don't enjoy the same buffer we have on 737. We are closely working with our suppliers, including forward deploying resources to support their recovery plans. We continue to expect an increase to 10 per month later this year. Finally, on 777X, Kelly highlighted TIA 4a approval as well as progress made with GE on a solution for the engine durability issue we highlighted last quarter. During the quarter, we successfully completed flight testing associated with handling qualities, lighting and stability and control. We remain on track for first delivery in 2027 and continue to focus on managing the production system for increased rates. We also have a dedicated team performing the change incorporation statement of work for built airplanes, which will be completed over a number of years. All right. Let's shift over to BDS on the next page. BDS delivered 29 aircraft and 1 satellite in the quarter. Revenue grew 21% to $7.6 billion, primarily driven by higher volume on KC-46 Tanker, missiles and weapons and classifie”
Verify independently
SEC filings for BA ↗ · Claim quote is verbatim from the 2026Q1 earnings call.