Boeing has satisfied FAA requirements to raise 737 Max production to 47 aircraft per month, with CEO Kelly Ortberg describing the ramp as stabilizing. The longer-term target is 52 jets per month, the rate Boeing believes brings its inventory back into balance with demand. The production increase follows a formal FAA review of Boeing's manufacturing operations.
A credible production ramp is the single most important driver of Boeing's cash flow recovery — each additional 737 delivered translates directly into cash collected from airlines. For BA shareholders, this is confirmation that the regulatory bottleneck is loosening, reducing the biggest operational risk that has weighed on the stock since the 2024 machinist strike and earlier quality crises. Suppliers in the aerospace chain also benefit as order flow normalizes.
Next Boeing earnings call (expected late July 2025): management will update production figures and cash flow guidance. Ongoing: monthly FAA production oversight reports. Watch for any new quality or safety findings from the FAA that could pause the ramp.
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