For so long, any news about MAX was unsettling. However, it appears that the changes implemented since the leadership switch and following the strike are effective. Reports confirm that Boeing’s production rates are improving. Production is great, but deliveries are key to moving cash into the bank.
As always, we go to the data to develop an opinion. Starting with MAX deliveries by model.
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.