Aerospace Investment Watch

Widebody program challenges: 787 production instability and 777X certification delay; Phase 4B approved; American Airlines RFP

Widebody program challenges: 787 production instability and 777X certification delay; Phase 4B approved; American Airlines RFP

Key Questions

What are the main production challenges for Boeing's 787 program?

787 production faces ongoing instability due to bottlenecks in seats, engines, and premium cabin seat certification delays. May widebody deliveries included 6 787s, 4 767s, and zero 777s.

What is the latest on 777X certification and deliveries?

777X certification has been delayed to 2027, though Phase 4B testing was approved. Emirates confirmed first deliveries are still expected by June 2027 amid $15B in overruns and 'hot brakes' risks.

Which airlines are showing interest in Boeing widebodies?

American Airlines issued an RFP for widebodies that includes the 787 and 777X. Philippine Airlines is considering up to 20 widebodies, while Singapore Airlines is in early talks for 50+ 777X or A350-1000 aircraft.

787 production instability persists with bottlenecks on seats, engines, and premium cabin seat certification delays. May widebody count: 6 787s, 4 767s, 0 777s. Positive: Riyadh Air took delivery of first two 787s, Lufthansa ordered 10 787s. New risk: Air India Flight 171 report delayed. New catalyst: American Airlines issues RFP for widebodies, considering 787 and 777X; Philippine Airlines considering up to 20 widebodies. 777X certification delay to 2027 confirmed; Phase 4B testing approved – a key de-risking milestone. Emirates confirms 777X first delivery by June 2027. $15B overruns, 'hot brakes' risk. Airbus A350-1000ULR first flight with Qantas adds competitive pressure. Singapore Airlines in early talks for 50+ 777X or A350-1000; Qantas weighing 20 wide-body jets. KLM chief frustrated with A350 freighter delays – a competitive signal for Boeing's freighter programs.

Sources (2)
Updated Jun 12, 2026
What are the main production challenges for Boeing's 787 program? - Aerospace Investment Watch | NBot | nbot.ai