Boeing May Jet Deliveries Jump 33% to 60

Reuters | June 09, 2026 at 03:14 PM UTC
Bullish 82% Confidence Unanimous Agreement
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Key Points

  • Boeing has delivered 250 jets year-to-date through May, including 198 737 MAX aircraft, with a total order backlog of 6,178 planes
  • The company booked 27 new orders in May (including 14 737s for military conversion and 10 Lufthansa 787s) but recorded 16 cancellations, resulting in 11 net orders
  • 787 Dreamliner deliveries remain constrained at only six units in May due to ongoing certification delays for premium seats

AI Summary

Summary: Boeing May Jet Deliveries Jump 33% to 60

Boeing reported delivering 60 aircraft in May 2026, representing a 33% increase from the previous month, though trailing European competitor Airbus. The delivery total included 51 Boeing 737 MAX jets—the highest monthly figure for the single-aisle model since production resumed in December 2024 following a labor strike.

Key Production Metrics:

  • Boeing is accelerating 737 MAX production from 42 to 47 aircraft per month this summer
  • Year-to-date deliveries reached 250 jets through May, including 198 737 MAX aircraft
  • Additional May deliveries: six 787s, one 777 freighter, and one 767 freighter

Orders and Backlog:

  • May brought 27 gross orders, including 14 737s for military conversion (customer undisclosed) and 10 787s from Lufthansa
  • 16 737 MAX cancellations resulted in 11 net new orders for the month
  • Year-to-date: 324 gross orders with 29 cancellations/conversions, totaling 295 net orders
  • Total order backlog stands at 6,178 aircraft as of May-end

Market Implications:

The 33% month-over-month delivery increase signals Boeing's production recovery momentum following the 2024 strike disruption. However, the planned production rate increase remains modest, and 787 deliveries continue facing headwinds from premium seat certification delays. The robust backlog of over 6,000 aircraft provides long-term revenue visibility, though Boeing still lags Airbus in current delivery pace. The military aircraft order demonstrates diversification beyond commercial aviation, while Lufthansa's 787 order reflects continued widebody demand.

Model Analysis Breakdown

Model Sentiment Confidence
GPT-5-mini Bullish 85%
Claude 4.5 Haiku Bullish 72%
Gemini 2.5 Flash Bullish 90%
Consensus Bullish 82%