Boeing August Orders & Deliveries

Here’s the updated model. The model has gone through a significant update. We discovered that the data source on  Boeing’s website hangs up using Firefox but works with Chrome. This led to the discovering of some data errors in our model, which we think have now been cleared up.

Notes:

• 624 gross orders YTD, which compares to 722 for all of last year – Boeing

  is having a good 2023

• 387 deliveries YTD compared to 466 for all of 2022
• Southwest is customer #1, followed by United and Ryanair.  Boeing’s top customers are far more focused than at Airbus.  This is to say that Airbus has a more extensive customer base, which is the better outcome.
• Boeing is heavily North America-focused; 51% of deliveries go to the region.
• Boeing’s YTD orders are 32% “undisclosed.
• Through August, Boeing has delivered 1,048 MAXs.  The catch-up continues.