Boeing ($BA) said it has completed a Federal Aviation Administration capstone review allowing the company to increase 737 Max production to 47 aircraft per month from 42, with CEO Kelly Ortberg saying the higher output rate should be reached within the next couple of months. Ortberg also highlighted Boeing’s recent 200-aircraft commitment from China, the company’s first major Chinese commercial jet order since 2017.
- The FAA capped Boeing’s 737 Max production at 38 aircraft per month in 2024 following the Alaska Airlines door-plug incident.
- Ortberg said Boeing has already begun ramping production toward the new 47-jet monthly target.
- China recently committed to purchase 200 Boeing aircraft during President Trump’s trip to Beijing.
- Chinese airlines and subsidiaries have ordered or committed to roughly 700 Airbus aircraft since mid-2022.
- According to Boeing’s lobbying disclosures, the company spent millions lobbying on commercial aviation, aerospace supply chains, defense appropriations, NASA authorization legislation, tariffs, and aviation safety issues between 2020 and 2026.
- Recent filings also referenced lobbying tied to FY2027 defense appropriations, trade policy, and commercial aerospace manufacturing programs.
Relevant Companies
- Boeing ($BA) – Higher 737 Max output and renewed China orders are directly tied to production and cash flow targets.
- Spirit AeroSystems ($SPR) – Key Boeing supplier tied to 737 Max production volumes.
Editor’s Note: This is a developing story. This article may be updated as more details become available.
