BA · Earnings call · 2026Q3T · Full report

787 Production and Deliveries

BOEING CO · 2026-10-27 · Importance 53 · Surprise 48

Boeing said the 787 factory is stable at eight aircraft per month, though delivery cadence has been uneven because of seat certification challenges. Supply-chain stability is improving, while engine deliveries remain the pacing item for rate 10. The company expects to begin transitioning to 10 per month this year and is expanding Charleston to support higher production rates; the new final-assembly building will add a third line, with most of the added capability expected online late next year.

Key facts

• Boeing delivered 22 787 aircraft in the third quarter of 2026 and expects 90 to 100 deliveries in 2026, closer to the lower end because of delays reaching rate 10.
• Boeing expects to start transitioning 787 production to 10 aircraft per month during 2026.
• Boeing is expanding its Charleston facility to support higher 787 production rates.
• Most capability from Boeing's Charleston expansion is expected to come online late in 2027; a second final-assembly building will add a third line.
• Boeing is stable at 787 production of eight aircraft per month.
• 787 delivery cadence has been uneven month to month because of seat certification challenges.