Boeing (BA) CEO says the Co. has decreased average rework on 787 by 30%; staffing new 737 production line in anticipation of moving to 47 jets per month later in the year (currently 42 per month)

• Still expects certification for 737-7 and 737-10 in 2026.
• Don't think the supply chain is going to be a challenge for them in the next rate ramp from 42 to 47.

CFO: 

• Expects positive FCF of between USD 1-3bln in 2026.
• 737 and 787 cash margins are depressed and that's reflected in FCF.
• 737 deliveries expectation 500 in 2026.
• Plan to build 30 737-10s in 2026, but to deliver in 2027.
• On 787 deliveries, expects 90-100 jets, up from 88 this year.