Boeing’s latest delivery data reveals a 23% month-over-month increase in 737 MAX handovers, signaling continued recovery in the narrowbody production line after years of disruption.
The company delivered 42 MAX aircraft in November, bringing the year-to-date total to 285 units. Southwest Airlines and Ryanair received the largest allocations.
Production Trajectory
Current output hovers around 38 aircraft per month, still below the pre-2019 target of 52 units. Boeing has maintained guidance for reaching 38-42 monthly deliveries by mid-2025, with 50+ targeted for 2026.
Supply chain constraints continue affecting final assembly rates, particularly engine availability from CFM International.
Backlog Status
The 737 MAX orderbook stands at approximately 4,200 aircraft, representing roughly 8 years of production at current rates. Airlines have shown minimal cancellation activity despite delivery delays, underscoring strong narrowbody demand fundamentals.
China remains a key uncertainty, with COMAC’s C919 now certified and entering service with domestic carriers. Boeing’s market access there remains restricted pending regulatory approvals.
