Boeing now expects its commercial airplane division to return to profitability in 2027, pushing back earlier projections as the company absorbs higher-than-anticipated costs tied to its acquisition of Spirit AeroSystems.
The revised outlook points to persistent financial pressure on Boeing’s core business, which is forecast to post an operating margin loss of around 7.5% to 8% in the first quarter. The division has reported consecutive annual losses, including $632 million in 2025 and $2.1 billion in 2024.
Despite the delayed recovery, Boeing is maintaining plans to increase output of its 737 MAX program, a key source of cash flow. Production is expected to rise from about 42 aircraft per month to 47 by the end of the year, with total deliveries projected at roughly 500 units in 2026.
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Short-term disruptions have affected deliveries, including damage to wiring in about 25 aircraft. The issue required additional rework but is not expected to impact full-year delivery targets.
Boeing is also prioritizing certification of key aircraft variants, including the 737 MAX 7, 737 MAX 10 and the 777-9, the first model of the delayed 777X program. At the same time, the company has ruled out launching a new jetliner in the near term, citing limited readiness across technology, manufacturing, and airline demand.
Widebody production is also facing constraints. Deliveries of the 787 Dreamliner are expected to total about 15 aircraft in the first quarter, down from earlier expectations of 20, largely due to delays in certifying premium cabin seating.
Boeing still aims to increase 787 output from eight to 10 aircraft per month by the end of 2026, supported by ongoing expansion work at its North Charleston assembly facility.
Across its programs, the manufacturer continues to monitor supply chain pressures, particularly involving engines. Increased demand for spare parts and longer maintenance cycles for newer engine models have strained availability, complicating efforts to accelerate production.
