BA · News · 20260916N

Aerospace Supply Chain Constraints

BOEING CO · 2026-09-16 · Importance 46 · Surprise 42 · In source text

Boeing continues to face challenges obtaining 787 engine deliveries. The engine supply issue is occurring alongside 777X testing and could extend into next year. These constraints may affect widebody production and delivery timing.

Key facts

The U.S. Navy awarded Boeing a $562 million fixed-price incentive contract for the initial production of the MQ-25A Stingray. source
Boeing identified that a potential strike by the SPEEA engineering union could disrupt major certification and production efforts. source
The MQ-25A contract covers three Lot 1 Stingrays and long-lead components for three Lot 2 MQ-25As, with Lot 1 deliveries expected in 2029. source
Wings production at its Renton, Washington, factory is a hold up for 737 Max production, and Boeing has plans to address it. source
Boeing faces ongoing challenges with 787 engine deliveries that could extend into next year. source

Impact estimates

metric	direction	stage	expected	basis
revenue	positive	committed	+1.9%	The U.S. Navy awarded Boeing a $562 million fixed-price incentive contract for the initial production of the MQ-25A Stingray.
revenue	negative	contingent	—	Boeing identified that a potential strike by the SPEEA engineering union could disrupt major certification and production efforts.
operating_income	negative	contingent	—	Boeing identified that a potential strike by the SPEEA engineering union could disrupt major certification and production efforts.