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Seth Michael Seifman

Research Analyst at JPMorgan Chase & Co.

Seth Michael Seifman's questions to BOEING (BA) leadership

Question · Q3 2025

Seth Michael Seifman inquired about the 787 production rate increases, the key internal and supply chain factors being monitored, and the program's progress towards cash profitability.

Answer

President and CEO Dave Calhoun noted that the 787 production increase cadence differs from the MAX due to lower inventory levels. He stated that the next rate increase, from 8 (expected by year-end) to 10 next year, will be more challenging due to supply chain constraints, particularly seat certifications, which he expects to remain an issue for some time. He emphasized the need for stability at rate 8 before moving to 10, planning for sometime next year.

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