BA · Earnings call · 2026Q3T · Full report

777X Certification Outlook

BOEING CO · 2026-10-27 · Importance 38 · Surprise 24

Boeing continues to expect the 777-9’s first delivery in 2027, with its financial planning assuming certification by midyear 2027. Flight testing is progressing, but Boeing still needs FAA authorization for the balance of the program, including ETOPS testing. Management said its financial provisions account for a possible delay to midyear while it continues to drive toward an earlier certification date.

Key facts

• A delay in 777X delivery timing later in 2027 could affect approximately 10 to 15 deliveries, but Boeing said that effect could be absorbed within its $3 billion 2027 free cash flow guide.
• Boeing continues to expect first delivery of the 777-9 in 2027, with its latest assumptions within the EAC reset in 2025.
• Boeing is currently producing 777X aircraft at approximately one per month and expects to remain at that rate for most of 2027.
• For 2027 financial planning, Boeing assumes 777X certification by midyear 2027.
• Boeing said 777X certification delayed to mid-2027 would remain within its EAC, and management was driving toward an earlier date.
• Boeing still needs approval to begin the balance of the 777-9 flight-test program, including ETOPS testing.
• Boeing did not yet have full authorization for the 777X flight-test program and was seeking additional FAA flight-testing authorization.