LNC has learned the target date now being discussed is 2027.
Boeing 797 concept. Source: Boeing.
This means the 737 replacement likewise slips, with EIS after 2030 instead of late next decade or in 2030.
The new NMA target date, which we’ve heard from the supply chain and customer base, gives further impetus to the prospect of restarting the 767-300ER passenger production, a decision that is supposed to be made by the end of this year.
Technology is at the heart of the new target EIS for the NMA.
The 737 replacement was always intended to follow the NMA.
Supply chain asked for 767 production rate ramp-up feasibility.