Boeing Orders & Deliveries June 2025

Here’s the updated model.

Notes:

• YTD commercial deliveries are 280, compared to 312 for the whole of last year when the MAX inventory was high. Defense saw another 62.
• MAX production is humming again

  and approaching the FAA rate of 38 per month.  We expect this rate to be increased to 42 sooner than expected.

• YTD orders: 668 compared to last year’s 569. So, book-to-bill is improving.
• Business remains MAX-heavy, though there was a notable 777X order from Qatar.
• Overall, news from Boeing is better than last year, and the trend shows more good news is to be expected.

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