BA · News · 20260923N

Guidance and Production Outlook

BOEING CO · 2026-09-23 · Importance 40 · Surprise 42

Third-party reporting said Boeing is struggling to convert strong aircraft demand into higher production and cash flow. Chief Executive Kelly Ortberg reportedly indicated that 737 MAX production stabilization is proceeding more slowly than expected. The slower ramp could delay Boeing’s longer-term financial targets and reflects continued execution and regulatory scrutiny around the program.

Key facts

• QRG Capital Management Inc. increased its holdings in The Boeing Company by 449.6%, making Boeing its 18th largest position. source
• SPEEA, the union representing Boeing's engineers and technical employees, recommended that its members accept Boeing's latest four-year contract offer which includes higher general wage increases compared to the initial offer rejected in an August 21 vote. source
• Boeing stock rose about 2% on Wednesday after the union representing its employees told members to vote in favor of the latest contract. source