Boeing CEO on Deliveries, Demand, Next-Gen Aircraft

Watch on YouTube ↗  |  July 20, 2026 at 12:15  |  9:58  |  Bloomberg Markets
Speakers
Kelly Ortberg — CEO, Boeing

Summary

Boeing CEO Kelly Ortberg discusses the company's progress, production ramp-up, demand outlook, and technology roadmap. He says Boeing is turning the corner with strong backlogs and resilient air travel demand, forecasting 44,000 new aircraft over 20 years. AI and robotics are seen as future differentiators, while the next-generation narrowbody aircraft is not expected until late next decade. Defense partnerships in Europe are also highlighted as opportunities amid rising budgets.

  • Boeing ramping up 737 to 47/month, targeting 63/month; 787 at 8/month, targeting 10 then higher.
  • Sees super resilient market with a 44,000-aircraft demand forecast over 20 years.
  • AI to improve design, back-office, and product services; step-change in automation will come with next-gen aircraft.
  • Next-generation narrowbody replacement not expected until late next decade, after financial improvement.
  • European defense budgets up significantly; Boeing will pursue local partnerships and joint ventures.
  • Company restoring trust with regulator, recently regaining ticketing delegation for commercial airplanes.
Ideas
Kelly Ortberg CEO, Boeing 0:28
Boeing turning corner, strong demand, ramping up.
Boeing is turning the corner, ramping up production on the 737 to 47/month with aspirations to reach 63, and the 787 to 8/month aiming for 10 later this year and higher next year. The backlog is very strong and the market is super resilient, with traffic continuing to grow and a new forecast of 44,000 airplanes needed over the next 20 years. The company is restoring trust with regulators, customers, and employees, recently regaining delegation for ticketing commercial airplanes. Financially, it plans to ramp production, improve cash flow, and pay down debt in the next couple of years, positioning for a next-generation aircraft when the market is ready. The overall execution story and strong demand environment support a bullish outlook.
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This Bloomberg Markets video, published July 20, 2026, features Kelly Ortberg discussing BA. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Kelly Ortberg  · Tickers: BA