CLAIM #9340 · The Boeing Company (BA) · 2025Q2 earnings call · Jul 29, 2025

“We've said rate increases beyond that will go in increments of 5, no earlier than 6 months.”

Robert K. Ortberg · CEO

How to check this claim

Look at: 737 MAX production rate increases (units/month) and spacing between FAA-approved rate increases

It came true if: Each subsequent rate increase is <= +5 units/month, and no two consecutive increases occur less than 6 months apart

Where: Company disclosed 737 production rate commentary (earnings call/10-Q/10-K, FAA rate approval announcements)

Knowable after: 2026-07-29

In context

“ing 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 before we go request an increase in rate. And if they aren't, then we'll stay at that rate until we get the stability to where we want it. But we've kind of said no earlier than 6-month increments, and they'll be in 5 per month steps. Operator: Your next question comes from the line of David Strauss from Barclays. David Egon Strauss: Brian, thanks for the help and best of luck. Following up there, I wanted to ask about MAX delivery guidance for this year and 787 as well. I think previously, Brian, you talked about 400 deliveries. It looks like you're -- on the M”

Verify independently

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