BA · News · 20260917N
737 MAX Production Outlook
BOEING CO · 2026-09-17 · Importance 51 · Surprise 50 · In source text
Boeing is struggling to stabilize 737 MAX production at 47 aircraft per month because of wing-production constraints in Renton. CEO Kelly Ortberg said the company is “not stable yet” at that rate, making the previously targeted 52 aircraft per month by the end of 2026 unlikely. Boeing plans to stabilize rate 47, certify the North Line, and work through pre-built MAX 7 and MAX 10 inventory to release working capital and improve profitability.
Key facts
- Boeing said it is unlikely to achieve the previously set target of 52 737s per month by the end of 2026. source
- Boeing is struggling to reach its target production rate of 47 737 Max jets per month due to constraints in its wing production in Renton. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | negative | probable | — | Boeing said it is unlikely to achieve the previously set target of 52 737s per month by the end of 2026. |
| operating_income | negative | probable | — | Boeing said it is unlikely to achieve the previously set target of 52 737s per month by the end of 2026. |