US aerospace manufacturer Boeing recorded 60 commercial aircraft deliveries during May, representing a 33% increase compared to the same period last year. This monthly surge was heavily supported by accelerated deliveries of its most popular single-aisle model, the 737 MAX.
737 MAX Leads the Delivery Recovery
Out of the total 60 aircraft distributed in May, 51 belonged to the 737 MAX program. This figure establishes itself as the highest monthly volume for the program since production resumed in December 2024, following the resolution of a labor strike.
To sustain this operational momentum, the company plans to increase the 737 production rate from 42 to 47 aircraft per month over the course of this summer.
Despite Boeing’s notable year-over-year growth, its European rival Airbus outperformed it in delivery volume during the same period, reaching a total of 81 commercial jets delivered in May.
Commercial Activity: New Orders, Cancellations, and Net Balance
On the commercial front, Boeing secured 27 gross new orders during the month. Highlights among the finalized contracts include:
- 14 737 aircraft: Ordered by an undisclosed customer, which will be configured and converted for military use.
- 10 787 aircraft: A direct order placed by German flag carrier Lufthansa.
However, the manufacturer also logged the cancellation of 16 737 MAX orders. After accounting for these cancellations, the net new order balance for May stood at 11 units.
→ FAA Expects to Certify Boeing 737 MAX 7 This Summer and MAX 10 by Year-End
Year-to-Date Performance and Order Book
At the close of May, Boeing’s consolidated results reflect its year-to-date (YTD) operational performance:
- Total Cumulative Deliveries: 250 aircraft delivered so far this year, 198 of which belong to the 737 MAX family.
- Annual Gross Orders: 324 new bookings reserved.
- Cumulative Commercial Adjustments: 29 cancellations or conversions recorded.
- Annual Net Orders: A total of 295 aircraft following the corresponding adjustments.
- Backlog: At month-end, the total order backlog awaiting production and delivery stood at 6,178 aircraft.
The rebound in May deliveries and the projected ramp-up of the 737 MAX assembly line for the summer outline a strategy aimed at stabilizing the US manufacturer’s supply chain and production line.
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