Boeing delivered 44 aircraft in November, marking a 17% decline compared to the previous month and falling behind Airbus, which delivered 72 aircraft. The breakdown of deliveries is as follows 👇
🔹32 Boeing 737 MAX
🔹6 Boeing 787 Dreamliners (including two 787-10s for TAAG Angola Airlines)
🔹2 Boeing 777F (for Turkish Airlines and Aerotranscargo)
🔹4 Boeing 767
This picture especially highlights a slowdown in production and delivery rates for the 737 MAX.
On the orders side, the 777X stood out in November. Boeing received 164 new orders versus 38 cancellations, ending the month with 126 net orders. The order list is as follows:
🔹777X: 65 from Emirates, 9 from China Airlines
🔹787: 15 from Gulf Air, 8 from Uzbekistan Airways, 6 from Etihad
🔹737 MAX: 43 from undisclosed customers
🔹Military: 15 KC-46 from the U.S. Air Force
Notable cancellations included Etihad dropping 15 777X orders, Air Canada cancelling 4 787s, and Comair cancelling 5 737 MAX orders.
In the first 11 months of the year, Boeing delivered a total of 537 aircraft: 396 737 MAX, 74 787, 33 777 and 28 767. Although Airbus delivered more aircraft in the same month, it lowered its annual target due to supply chain–related quality issues.
Boeing CFO Jay Malave stated that they expect cash flow to turn positive in 2026 as deliveries increase.
