Boeing has met the 2023 delivery targets with 528 aircraft, up from 48 in 2022. The airframer delivered 387 MAX and nine 737 P-8As or 396 in total. This is up from the guidance of 375 to 400 that Boeing shared in October, which was down from the original 400 to 450 before it was confronted with the aft pressure bulkhead quality issue. Dreamliner deliveries reached 73, just above the lower end of the 70 to 80 aircraft that were guided for 2023. The data has been published, and here's our updated model. Notes: Boeing delivered 528 aircraft for the year, up 10% from last year's 480 The big news here is the 135% more 787s delivered The #1 customer is Southwest, with 86 deliveries or one every four days The #2 customer is United, with 79 #3 is Ryanair with 52 54% of deliveries went to North America as it did in 2022 From 2009 through 2018, this market was typically ~35% Boeing's deliveries are still below 20% 2023 gross orders spiked to 1,456 compared to 935 in 2022, net orders including cancelations and ASC-606 Adjustments 1,576.
