BofA sees Boeing pushing 737 production to 55-60 per month rates in 2026/27

BofA notes that it has been “widely reported” based on a supplier master schedule that was leaked to the media that Boeing is seeking to ramp up 737 production to over 57 per month by July 2025. Boeing communicated its intention to be at 50 per month production in 2025/2026 at its investor day in November 2022, notes the analyst, who continues to think that 737 production would be able to reach the 55-60 per month rates “a year or two later” in 2026/27. The firm has a Buy rating and $300 price target on Boeing shares.