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June 12, 2025
Boeing
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Boeing delivered 45 aircraft in May, which turned out to be a strong month for Boeing.  The company reached its FAA limit of producing 38 737 MAX aircraft during the month, and booked new firm orders for 303 aircraft.  This is the highest total for Boeing since the last Paris Air Show in 2023.

737 MAX production hits milestone

Boeing produced 38 737 MAX aircraft during May, some of which will be delivered in June.  This marked the first time since the 737 MAX 9 door blowout that the company has been able to produce to the current FAA limitation of 38 aircraft per month.  The company and the FAA have agreed on a number of key performance indicators that need to be consistently met before the FAA will allow the rate to be raised to 42 per month.  We expect that process to require 4-6 months, and that rate 42 is likely to be achieved in the fourth quarter of this year.

Boeing

 

While there is no guarantee that the FAA will approve higher production levels, if Boeing consistently beats its key performance indicator targets, the FAA is likely to increase the rate.  Expectations for 2026 and 42 per month, growing to 47 per month by mid year.

Higher Orders and Steady Deliveries

The company’s orders were led by Qatar Airways order for 120 787s and 30 777-9 wide-body aircraft.  In addition, an undisclosed customer ordered 7 787s, bringing the wide-body total to 157. Narrow-body aircraft were not forgotten either, with 119 737 MAX aircraft ordered from an undisclosed customer, 20 ordered by Riyadh’s AviLease, and 7 for WestJet.

Deliveries in May held steady at 45, and included 31 737 MAX, one P-8 maritime surveillance aircraft, one 767 Freighter, five 777F freighters, and seven 787s.

Our full order and delivery models will be updated later this week for our subscribers.

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author avatar
Ernest Arvai
President AirInsight Group LLC

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