CLAIM #9338 · The Boeing Company (BA) · 2025Q2 earnings call · Jul 29, 2025

“So the market demand is strong for 87 and increasing rates is part of our plan to address that market.”

Robert K. Ortberg · CEO

How to check this claim

Look at: 787 program monthly production rate

It came true if: 787 build rate increased above 7 per month

Where: Company disclosure of 787 production rate (earnings call/investor update)

Knowable after: 2026-07-29

In context

“737 MAX and the 787. And I guess, specifically on the 787, it seems like the demand continues to be really strong with obviously, the orders that you're seeing and there's the wide-body replacement cycle that seems to be heating up. How are you thinking about where the long- term rates could go there? Robert K. Ortberg: Well, first of all, Peter, one step at a time. We just moved from 5 to 7 a month very successfully. And as I said in the prepared remarks, our KPIs are green after we've done that rate increase. So we'll stabilize at that rate, and then we'll consider moving to the next rate. We have a series of rate increases in our plan. And as you know, we're investing in expansion in Charleston as well so that we can continue to grow beyond the current capacity of our facilities there. So the market demand is strong for 87 and increasing rates is part of our plan to address that market. On the MAX, we're at the 38 a month rate. And like we said, we're stabilizing right now. I expect to be going to the FAA soon to start the negotiation or discussions on the rate increases. We do still have one KPI that is a below threshold that we're still working. Not surprising. We know it's -- the amount of rework hours we have on the airplane. So we're working that down. And once we get that KPI where we need it, then we'll be having those discussions with the FAA. We've said rate increases beyond that will go in increments of 5, no earlier than 6 months. And that doesn't mean it's on 6 months. It's no earlier than 6 months. We'll continue to do what we're doing right now is as we go to the new rate, ensure we're stable and can prove that the production system has the right metrics be”

Verify independently

SEC filings for BA ↗ · Quote is verbatim from the 2025Q2 earnings call.