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. The 2025 numbers in the upper chart show a good improvement in orders, which signals growing market confidence, something that has been lacking for years.