Boeing's 737 Production Continues to Lag
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 01 2026
0mins
Source: seekingalpha
- 737 Fuselage Shipments Below Target: According to a report from BNP Paribas, Boeing's 737 fuselage shipments were only 38 in March, falling short of the 42 per month target, indicating ongoing production challenges that could negatively impact cash flow and market confidence.
- 787 Production Near Expectations: The production activity for the 787 program showed positive signs in March, with approximately 94 Dreamlifter flights tracked, suggesting output is close to the target rate of eight aircraft per month, which may enhance overall company performance.
- Suppliers Recovering from Destocking: As inventory reductions across the supply chain begin to ease, aerospace original equipment manufacturers are showing signs of recovery, with BNP Paribas maintaining positive ratings on suppliers like Howmet Aerospace and RTX, reflecting optimistic growth prospects in the market.
- Boeing Faces Production Challenges: Despite the positive performance of the 787 program, Boeing continues to navigate production constraints and quality issues related to the 737 Max, which could adversely affect its future production capabilities and market performance, warranting caution from investors.
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Analyst Views on BA
Wall Street analysts forecast BA stock price to rise
16 Analyst Rating
14 Buy
1 Hold
1 Sell
Strong Buy
Current: 223.380
Low
150.00
Averages
269.14
High
298.00
Current: 223.380
Low
150.00
Averages
269.14
High
298.00
About BA
The Boeing Company is an aerospace company. Its segments include Commercial Airplanes (BCA), Defense, Space & Security (BDS), and Global Services (BGS). Its BCA segment develops, produces and markets commercial jet aircraft principally for the commercial airline industry worldwide. Its family of commercial jet aircraft in production includes the 737 narrow-body model and the 767, 777 and 787 wide-body models. Its BDS segment is engaged in the research, development, production and modification of manned and unmanned military aircraft and weapons systems for strike, surveillance and mobility. Its BGS segment provides services to its commercial and defense customers worldwide. It sustains aerospace platforms and systems with a range of products and services, including supply chain and logistics management, engineering, maintenance and modifications, upgrades and conversions, spare parts, pilot and maintenance training systems and services, technical and maintenance documents, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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