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CLAIM #9451 · The Boeing Company (BA) · 2026Q1 earnings call · Apr 22, 2026 · due Sep 30, 2026

So first of all, let me reiterate, we've done a really nice job of stabilizing at 42. That was our plan, and we've done a nice job of that. So the rate increase from 42 will be done by this summer.

Kelly Ortberg · CEO

PENDING
graded after results covering Sep 30, 2026 are reported

How to check this claim

Look at: Boeing 737 monthly production rate

It came true if: 737 production rate reaches 47 per month

Where: Company-disclosed 737 production rate (earnings call commentary / 10-Q disclosures)

In context

mers, nothing meaningful in terms of request that would cause right now any variability to our cash flow outlook. So it's pretty much on track, and we'll monitor, obviously, throughout the rest of the year, but a very good start to the year. Operator: Your next question comes from the line of Doug Harned from Bernstein. Douglas Harned: Kelly, I wanted to go to the 737 and you stabilized production at 42 a month. But I'd like to see what you can say about the process and time line to get to 47 and 52. And I'm highlighting 52 because that had been a challenge in 2018 for Spirit. And now that you're integrating Spirit, what are your thoughts on the timing of these next 2 rate breaks? And where beyond Spirit do you see some potential supply chain challenges? Robert Ortberg: Yes. Thanks, Doug. So first of all, let me reiterate, we've done a really nice job of stabilizing at 42. That was our plan, and we've done a nice job of that. So the rate increase from 42 will be done by this summer. That's our current plan. And I feel pretty good about that. We still benefit, as you know, from high levels of inventory. So I kind of look at the rate 38 to 42 and then 42 to 47 kind of a similar rate increases. We'll go through the same process that we've gone through in the prior rate increases. When we go from 47 to 52, there's a couple of important dynamics that are a little bit different. That's where we bring in the North Line our fourth line of 737 production. We call it the North Line because it's in Everett as opposed to in Renton. We're in the process now, as we talked about in the prepared remarks, of bringing that online, the capital is all in place, the facility is ready to go, we're hiring people, we're going to bring those people through the Renton production system so tha

Verify independently

SEC filings for BA · Claim quote is verbatim from the 2026Q1 earnings call.