Question · Q3 2025
Douglas Stuart Harned asked about the investments in the Charleston facility for the 787 program, specifically what is needed to achieve production rates of 12 to 14 per month, and the CapEx trajectory for these expansions.
Answer
President and CEO Dave Calhoun confirmed that current investments in Charleston are aimed at achieving 787 production rates higher than 10, specifically in the teens, which will involve doubling the manufacturing footprint. He noted that while the expanded facility will aid rate 10, its primary utilization is for rates beyond that, expected around 2028. EVP and CFO Jay Malave added that CapEx is projected to increase next year, related to both the Charleston expansion and growth in St. Louis.