Boeing

"I think as we look back on history and the ability of a company like both Boeing and Airbus to ramp production rates, it would suggest that we see baby steps," he said. "Doing back of the envelope math, 10 a month by the fourth quarter of 2013 is about as good as it can potentially get."

Investors, Gursky added, "at this point are discounting [Boeing's planned schedule], and are thinking that we’re going to get to seven or eight a month by the fourth quarter of 2013."