Big News At Boeing

Boeing has delivered 55 aircraft in September, meaning some 440 jets have been handed over in the first nine months of 2025.

These figures are a considerable development for the American planemaker, with all signs pointing to this being the best year for output since 2018, right before the business essentially collapsed into a state it has been attempting to recover from ever since.

Boeing was able to deliver primarily 737 MAX jets during the month, with 40 of the 55 units being for aircraft in this series. Ryanair led the way, taking delivery of 10 new MAX jets during the month, a feat it hasn’t achieved in some time.

For Ryanair, which relies heavily on the 737 product, the late delivery of jets has had an impact on its operations. Acquiring ten in such short succession helps give the budget European carrier the hope that it’ll have the capacity it requires for the Summer 2026 schedule.

Boeing’s 440 deliveries are also just 67 shy of Airbus, which reported 507 deliveries to customers worldwide in the first nine months of 2025. This competing manufacturer has struggled with its fair share of obstacles this year and in the years prior, but not to the same extent.

For Boeing, 2025 has been all about rebuilding, taking one step at a time and ensuring there are no further quality slip-ups that would prevent the FAA from green-lighting production increases. These increases are not just directly tied to the eventual ramp-up of monthly deliveries, but more importantly, to finances.

The remaining three months for Boeing are just as important, if not more so, than the previous nine, as this is the perfect timeframe to lay the foundation for 2026, when further production increases are expected to begin.

Boeing Eyes Production Increase

Boeing, following another solid month of output and on pace to match deliveries before the COVID-19 pandemic and the 737 MAX crashes, is also eyeing production increases.

Earlier reporting in October, backed by Kelly Ortbeg, the planemaker’s CEO, stated that the business was poised to receive the landmark approval from the FAA to increase output rates on the 737 MAX program as soon as this month.

The Federal Aviation Adminsitration first imposed production caps on Boeing at the beginning of 2024, following a door blowout incident on an Alaska Airlines 737 MAX. Further inspections on the series identified additional quality control slips that had been thought to have been rectified.

Instead, with many new issues being identified, the FAA came down hard on the planemaker and capped production, also placing its agents throughout the Boeing ecosystem to determine why systematic issues still existed that allowed these slips to occur.

While unfortunate, given the work that should have been conducted before the doorblowout, many would point to this as the defining moment when everything changed for Boeing in terms of recovery.

The production cap, at 38 units, has now been in place for approximately 18 months, not only affecting the planemaker from an operational and financial standpoint but also airline customers awaiting their aircraft. This reality is now a possibility.

The FAA has stated in recent months that it will not rush the confirmation of the production increase, instead choosing to remain patient and work diligently with the planemaker to understand scenarios and how possible quality lapses could be avoided if a cap increase were to occur.

An increase would bring the total monthly figure to 42 aircraft, a rise of four units, which, while seemingly minimal, would be a step in the right direction for the business, which has struggled for consistency across its commercial aeroplanes division throughout the entirety of the 2020s.