BA · Earnings call · 2026Q3T · Full report

Product Launch and Transition

BOEING CO · 2026-10-27 · Importance 34 · Surprise 42 · In source text

The FAA certified the 737-7 in July and the 737-10 shortly before the call, completing Boeing’s certification milestone for the two newest members of the 737 MAX family. Management said the aircraft are intended to offer greater efficiency and more capability. Boeing expects to begin delivering prebuilt -7 and -10 aircraft early next year, with about 30 of these aircraft expected to be delivered during 2027.

Key facts

• Boeing reached a path forward with NASA to support future Starliner flights while reducing program risks, including $359 million of additional NASA funding.
• The FAA approved incremental production of up to 35 Boeing 777 metal-wing freighters.
• Boeing said its outlook for a potential new single-aisle airplane had not changed; a product-development team was defining the concept and market timing, and related investment was included in the cash outlook.
• The FAA certified the 737-7 in July 2026 and the 737-10 in the week before the October 27, 2026 earnings call.
• FAA certification of the 737-7 and 737-10 involved nearly 100 test flights and more than 4,000 hours of ground and flight testing.

Impact estimates