Overview

• Bloomberg reports the first 777X deliveries are now targeted for early 2027 rather than next year, extending the long-delayed program.
• Analysts estimate a non-cash accounting hit of roughly $2.5 billion to $4 billion tied to the latest schedule slip.
• Boeing has not confirmed the new timeline and declined comment during its earnings quiet period, with details expected on Oct. 29.
• Lufthansa is excluding the 777X from fleet plans until 2027 and Emirates has become more cautious about entry-into-service timing, according to the reports.
• CEO Kelly Ortberg recently said certification is running behind due to a “mountain of work,” noting the program’s reach-forward loss heightens the financial impact of delays.