DBEA55AED16C0C92252A6554BC1553B2 Clicky DBEA55AED16C0C92252A6554BC1553B2 Clicky
December 9, 2025
Emirates

image: Boeing

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Boeing’s November 2025 numbers are in, and here’s our updated model.

Notes:

  • Another good month for Boeing with 164 orders and 44 deliveries.
  • Boeing’s deliveries are going to slow as MAX inventory runs down and deliveries pace production.
  • The order book bounced from the Dubai show, with 777-9s accounting for 65.
  •  There was a nice USAF order for 15 more tankers

    .

Boeing’s management expects higher deliveries of 737 and 787 in 2026. This is not a shock, but it is welcome news after the slowdown late this year.

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Addison Schonland Partner
Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.
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