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Boeing August 2024 Orders and Deliveries

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Here is our updated model.

Notes:

  • Orders—gross orders were 22, including 22 MAX for ElAl and 2 737 E7s. Meanwhile, Air Europa canceled one 787, including 3 ASC 606 Adjustments, which brings net orders to 24 or 122 YTD.  The total backlog is 5.490 vs 5.506 on July 31, including adjustments.
  • Deliveries – 40, consisting of 32 MAXs, one 767-300F, three 777Fs, and four 787s ( one -8, two -9s, one -10). YTD deliveries are 258.
  • This is going to be another challenging year for Boeing

    . Earlier today, we offered this analysis of the MAX delivery situation.

  • The company cannot gain traction. It struggles to move new production to the allowed 38 MAX per month, and most deliveries are coming from inventory. The 787s are piling up in Charleston because there are insufficient seats. This is also Airbus‘ most significant challenge.
  • Our monthly reports search for a glimmer of light, but the future remains murky.  Boeing now faces a strike, as if the company needs more problems.

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