Boeing Deliveries Drop 14% in October
Boeing delivered 49 commercial aircraft in October, marking a 14% month-over-month decline driven by assembly line constraints. However, the US airframer offset the operational slowdown by securing 165 gross orders without a single cancellation, locking in its strongest October order tally since 1997.
Monthly Delivery Breakdown and 737 Slowdown
During October, the aerospace manufacturer handed over 49 aircraft to customers, down from 57 units in September and 53 airframes recorded in October of the prior year.
The monthly delivery breakdown includes:
- 737 MAX Family: 32 airframes delivered, down from the 43 units handed over in September.
- Boeing 787 Dreamliner: 11 aircraft delivered.
- Boeing 767: Three units, including one airframe destined for the KC-46 aerial refueling tanker program under Boeing Defense.
- Boeing 777: Two freighter aircraft (777F).
In the widebody segment, Air New Zealand formally took delivery of two 787s; this comes as the carrier continues to await certification from European regulators for its economy-class sleep pods, known as Skyrest, according to airline officials.
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Supply Chain Bottlenecks and Production Targets
The deceleration in the pace of deliveries comes as the planemaker strives to ramp up 737 production to 47 aircraft per month. That build rate will now be reached in early 2027, according to statements by company CEO Kelly Ortberg.
The chief executive also conceded last month that Boeing will miss its full-year target of delivering approximately 500 737-family aircraft. Factory floor bottlenecks continue to disrupt delivery schedules:
- 737 Production: Wing manufacturing remains a critical operational bottleneck.
- 777 and 767 Programs: A supplier dispute has halted wing production for both the 777 freighter and 767 platforms.
Year-to-Date Performance vs. Airbus
Across the first ten months of the year, Boeing has delivered a cumulative 524 aircraft, an increase of roughly 6% compared to the 493 units delivered over the same period last year.
Despite this year-over-year improvement, the American manufacturer trails significantly behind its chief European rival, Airbus, which posted 621 deliveries between January and October.
Record Order Momentum Driven by Lessors
On the commercial front, Boeing booked 165 gross orders with zero cancellations, turning October into its most productive month for net order intake since 1997.
The purchase commitments were almost entirely concentrated in the narrowbody market:
- 150 737 MAX Aircraft: Led by a firm order for 140 airframes from lessor Avolon, alongside six units for Allegiant Air and four for unidentified customers.
- 15 787 Dreamliners: Ordered by undisclosed customers.
The strong commercial endorsement led by Avolon adds substantial momentum to Boeing’s order backlog at a pivotal juncture, as leadership works to resolve supplier disputes and ease production bottlenecks to keep its 2027 industrial roadmap on track.
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