"There's only one number that tells you whether this company thrives or continues as is: 737 MAX deliveries per month. Boeing has over 4,000 MAX jets in backlog. Airlines like United Airlines (NASDAQ:UAL) and Southwest (NYSE:LUV) are waiting. Each plane sells for roughly $55 million after discounts. The math is brutal: Boeing is targeting 38 deliveries monthly but actually delivering 20-25. That gap represents $715 million in missing revenue every single month, or $8.5 billion annually."
"The delivery rate reveals everything revenue and earnings hide. High delivery rate means the production line works, quality problems are fixed, suppliers get paid, and cash flows in. Low delivery rate means production hell continues, the FAA remains skeptical, and that massive backlog starts converting to cancellations. Spirit AeroSystems ( NYSE:SPR) integration problems, door plug incidents, and regulatory scrutiny keep slowing the line. Meanwhile, Airbus ( OTC:EADSY) is delivering planes on time."
Boeing holds a backlog of over 4,000 737 MAX jets, with each plane selling for roughly $55 million after discounts. Boeing targets 38 monthly deliveries but is actually delivering 20–25, creating a monthly revenue shortfall of about $715 million and an annual gap near $8.5 billion. The delivery rate directly affects production health, supplier payments, regulatory confidence, and cash flow. Ongoing issues include Spirit AeroSystems integration problems, door plug incidents, and regulatory scrutiny, while Airbus continues timely deliveries. Order cancellations would convert the backlog risk into a material threat to revenues and market share.
Read at 24/7 Wall St.
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