Boeing Co delivered 49 aircraft in October, the company said on Tuesday. That total is lower than the 57 jets Boeing handed over in September and the 53 deliveries recorded in October of last year.
During the month Boeing booked 165 new orders without any cancellations, marking the company’s best October for net orders since 1997. Avolon, the aircraft lessor, accounted for the bulk of those orders with a commitment to purchase 140 737 MAX jets.
Of the 49 aircraft delivered in October, 32 were 737 MAX models, down from 43 737 MAX deliveries in September. Boeing’s chief executive, Kelly Ortberg, said last month that the company would not reach its roughly 500 737 deliveries target for the year.
Other deliveries in October included 11 787 Dreamliners, two 777 freighters and three 767 aircraft. Boeing noted that one of the 767 deliveries was tied to its Defense unit’s KC-46 tanker program.
Boeing is pursuing an increase in 737 production to a run rate of 47 aircraft per month. Ortberg said the company expects to achieve that production level in early 2027. However, wing production remains a limiting factor for 737 output, the company indicated.
Separately, a supplier dispute has stopped wing production for both 777 freighters and 767 aircraft, further constraining output for those models.
Summary
Boeing’s October production and delivery figures show a month-to-month decline in aircraft delivered but a strong showing for net orders, led by a large purchase from Avolon. Ongoing supply constraints - particularly with wing production and an active supplier dispute - continue to limit output across multiple models.
Key points
- Boeing delivered 49 aircraft in October versus 57 in September and 53 in October last year.
- The company recorded 165 net orders in October with zero cancellations, its strongest October for net orders since 1997; Avolon ordered 140 737 MAX jets.
- Production constraints persist: 32 737 MAX were delivered in October (down from 43 in September), wing production limits 737 output, and a supplier dispute has halted wing production for 777 freighters and 767 aircraft.
Risks and uncertainties
- Ongoing wing production limitations that restrict 737 output - this affects commercial aerospace production schedules and airline capacity planning.
- A supplier dispute halting wing production for 777 freighters and 767s - this poses continued uncertainty for freighter and defense-related deliveries.
- The company has acknowledged it will not meet its target of approximately 500 737 deliveries for the year - this leaves annual delivery volumes and revenue recognition subject to revision.