Deliveries

Boeing’s Chief Financial Officer Jay Malave has signaled optimistic production prospects for 2026, projecting increased deliveries of 737 and 787 aircraft that should bolster the aerospace manufacturer’s cash flow recovery. Speaking December 2 at the UBS Global Industrials & Transportation Conference, Malave provided detailed insights into Boeing’s manufacturing roadmap and the timing between production rate adjustments and actual aircraft deliveries. Production Rate Momentum Malave emphasized that Boeing’s 737 production ramp remains on schedule, despite acknowledging a temporary softness in November 2025 deliveries. “It takes a few months to take the production cadence and move that into output,” Malave explained, highlighting the inherent lag between manufacturing rate increases and delivery fulfillment. The CFO noted that once production systems stabilize at current rates, Boeing’s team begins positioning for the next rate increase, typically requiring a minimum six-month planning window.