Insight – Delta MAX10 win For Boeing

The Delta MAX10 order was a very important win for Boeing. Clearly, there are aspects of the deal that still need to overcome crucial hurdles, the most important of which is certification.  Delta has the appropriate contractual protections as Boeing has threatened to walk away from the MAX10 if Congress doesn’t remove restrictions on grandfathered systems that go into effect in December 2022.

To emphasize how important the Delta MAX10 order is for Boeing, we invite you to take a look at four charts. The first set lists 2022 deliveries for Boeing.  The company’s dependence on MAX is there to see, particularly with 787 deliveries on hold from the FAA and the 777X delayed.. Nearly 64% of deliveries are for the MAX8.  Only 26% of deliveries have been for the larger MAX9.  Furthermore, the largest YTD two MAX customers (Ryanair and Alaska) account for nearly 56% of deliveries.  That’s a rather narrow base.