Mid-year production/delivery update for Boeing

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Introduction
July 24, 2017, © Leeham Co.: Boeing’s 2Q earnings call is Wednesday and analysts will be watching for information about the 787 deferred production costs, potential production rate changes for the 787 and for the 777 Classic. We looked at the 787 costs last week. It’s also mid-year and LNC is taking an updated look and production and delivery rate streams for Boeing, Airbus, Bombardier and Embraer. The Airfinance Journal Fleet Tracker is our resource for this report. We begin with Boeing in advance of its earnings call.
Summary
  • A case can be made for taking 737 production rates to 60/mo.
  • 777 Classic rates still may need to come down.
  • 787 rate increase remains questionable.

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