The Boeing Company

(New York Stock Exchange)
Bullish +75

Boeing jet deliveries jump to 60 in May, 33% higher than last year

πŸ“ˆ Boeing delivered 60 jets in May, marking a 33% increase compared to the same period last year.

✈️ The majority of deliveries were 51 737 MAX jets, the highest monthly volume since production restarted in December 2024.

πŸš€ Production rates for the 737 are being increased from 42 to 47 jets per month starting this summer.

πŸ“ Boeing booked 27 new orders in May, including 14 737s converted into military aircraft for an unidentified customer.

✈️ Lufthansa placed an order for 10 787 Dreamliners during the month.

❌ The company recorded 16 cancellations of 737 MAX orders, resulting in only 11 net new orders for that model.

πŸ“¦ Total deliveries through the end of May reached 250 jets, with 198 being 737 MAX models.

✈️ Deliveries included six 787s, one 777 freighter, and one 767 freighter in May.

⚠️ The 787 deliveries continue to face certification delays regarding premium seats.

πŸ“Š Boeing has accumulated a total of 324 new orders through May with 29 cancellations or conversions.

πŸ“‰ This results in 295 net new orders for the company through the end of May.

πŸ“¦ The order backlog stood at 6,178 units as of the end of May.

Bullish Signals
  • Boeing delivered 60 jets in May, a 33% increase over the same period last year.
  • Boeing's May deliveries included 51 737 MAX jets, the highest number of its popular single-aisle model in one month since restarting production in December 2024 following a strike.
  • Boeing is increasing the 737 production rate from 42 jets a month to 47 per month this summer.
  • Boeing booked 27 new orders in May, including 14 737s that will be converted into military aircraft for an unidentified customer.
  • Lufthansa ordered 10 787s.
  • Boeing has delivered 250 jets through the end of May, including 198 737 MAX jets.
  • Boeing has booked 324 new orders through May, with a total of 295 net new orders.
  • The U.S. planemaker's order backlog was 6,178 at the end of May.
Risk Factors
  • Boeing delivered only 60 jets in May, which is fewer than the 81 units delivered by its European rival Airbus during the same period.
  • The company recorded cancellations for 16 737 MAX orders in May, resulting in a net gain of only 11 new orders despite booking 27 total orders.
  • Six 787 deliveries were hampered by ongoing certification delays related to premium seats.
Full Analysis
Boeing delivered 60 jets in May, representing a 33% increase compared to the same period last year, though this figure remains below the 81 units delivered by Airbus during that month. The majority of these deliveries consisted of 51 737 MAX jets, marking the highest monthly volume for the single-aisle model since production resumed in December following a strike. Boeing has announced plans to increase its 737 production rate from 42 jets per month to 47 per month starting this summer. In terms of new business, Boeing booked 27 orders in May, which included 14 737s designated for conversion into military aircraft for an unidentified customer. Lufthansa placed an order for 10 787s, while the company also recorded cancellations for 16 737 MAX orders, resulting in a net gain of 11 new orders for the month. Through the end of May, Boeing has delivered a total of 250 jets, including 198 737 MAX units. The delivery mix also included six 787s, which are facing ongoing certification delays related to premium seats, as well as one 777 freighter and one 767 freighter. Looking at the broader order book, Boeing has accumulated 324 new orders through May, with 29 cancellations or conversions, leading to a total of 295 net new orders for the period. The company's order backlog stood at 6,178 units as of the end of May.