According to a report from the aviation industry media The Air Current, Boeing is considering raising the monthly production rate of its best-selling 737 aircraft to approximately 70 units, surpassing its previously announced target of 63. If implemented, this move would bring Boeing's production levels closer to the output goals for narrow-body jets set by its European rival, Airbus.

Informed sources indicate that Boeing is formulating plans and assessing whether its suppliers can support increasing the monthly production of narrow-body aircraft to around 70 units. The report notes that this higher production target will test the capacity of the supply chain. The related studies are still in the early stages, and a final decision on formally adopting the higher production rate has not been made.

In May of this year, Boeing's CEO, Kelly Ortberg, stated that the company was increasing the monthly production of the 737 MAX from 42 to 47 units, with expectations to reach that level in the coming months. Speaking at the Bernstein conference, Ortberg mentioned that the company had already begun working towards the 47-unit rate and should be able to achieve the target within the next few months.

In contrast, Airbus has long aimed to increase the monthly production of its A320neo family of narrow-body jets to 75 units. However, this target has been repeatedly postponed due to persistent supply chain constraints. Currently, Airbus produces an average of about 60 narrow-body jets per month. The company anticipates reaching a monthly production rate of 70 to 75 units by the end of 2027, stabilizing thereafter at 75 units. Unstable engine supplies from Pratt & Whitney have been a key bottleneck limiting Airbus's capacity expansion.

Analysts point out that Boeing's consideration of further production increases comes as the company is gradually recovering from production challenges in recent years. In January of this year, Boeing's deliveries rebounded to their highest level since 2018, while Airbus experienced its weakest start to a year in at least a decade during the same period. Boeing's ability to achieve the monthly target of 70 units will largely depend on the recovery speed of its supply chain and the approval process from regulatory authorities.