Pontifications: Skyline backlog suggests higher production rate than Boeing targets for 777X

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By Scott Hamilton

By Scott Hamilton

April 17, 2023, © Leeham News: Boeing’s skyline for the 777X, reported by Cirium, suggests there will be a need to boost production higher than the company’s target of 4/mo by 2025/2026. The delivery stream data is good news for Boeing, which doesn’t detail this information. Boeing took a billion-plus dollar write-off on the program, which has been marred by delays, engine issues, and certification questions.

Boosting the production rate beyond 4/mo will be an important contributor to Boeing’s financial recovery in the second half of this decade. At its peak, Boeing produced 8.3 777s a month, or 100 a year.

The current production rate of the program is two per month, for the 777-200LRF. Boeing’s website says the combined rate for the 777 Classic and the 777X is three per month. But a year ago, Boeing said it was suspending production of the X through 2023. Corporate communications would not comment on the contradiction, citing the quiet period before the 1Q earnings call on April 26.

Air India’s order for 10 Boeing 777Xs in February (among more than 200 other Boeing aircraft) is welcome news for the slow-selling airliner.

The airline’s orders haven’t been listed yet in Boeing’s running tally of orders, meaning the firm contract hasn’t been signed.

  • Data shows deliveries of 777-200LRF drops dramatically in 2025.
  • Production rate goal of 4/mo by 2025/26.
  • Backlog shows demand for higher production rate.

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