Aviation News Brief
Summary
Boeing is set to report its highest annual aircraft deliveries since 2018, marking a significant turnaround after years of crises. The company is now planning to ramp up production of its 737 Max and 787 Dreamliner jets, supported by regulatory approval and strong market demand.
Key Points
- Delivery Milestone: Boeing delivered approximately 598 jets in 2024 (537 through November + estimated 61 in December), the highest since 2018 (806 jets).
- Production Ramp-Up: Plans to increase 737 Max production to 42 per month by early 2026, with 787 output at about 8 per month. The FAA has eased some oversight restrictions.
- Leadership & Culture Shift: New CEO Kelly Ortberg is focusing on manufacturing discipline, reducing “traveled work,” and reintegrating key supplier Spirit AeroSystems.
- Financial & Market Confidence: Boeing shares rose 36% in the past year. Recent large orders, like Alaska Airlines’ for 105 Max 10s, signal growing customer confidence.
- Ongoing Challenges: Key aircraft variants (777X, Max 7, Max 10) remain uncertified, delaying deliveries and revenue. Southwest doesn’t expect Max 7 service before 2027.
- Industry Context: Robust travel demand (84% global load factor in November) fuels orders. Airbus led in 2024 deliveries, but Boeing led in new orders (1,000 vs. 797 through November). The wide-body market is accelerating.
航空新闻简报
摘要
波音公司即将报告自2018年以来的最高年度飞机交付量，这标志着在经历多年危机后的一次重大转折。公司目前正计划在监管批准和强劲市场需求的支持下，提高737 Max和787 Dreamliner飞机的产量。
关键点
- 交付里程碑：波音2024年交付约598架飞机（前11个月537架 + 12月预估61架），为2018年（806架）以来最高。
- 增产计划：计划到2026年初将737 Max月产量提升至42架，787月产量约8架。美国联邦航空管理局（FAA）已放宽部分监管限制。
- 领导力与文化转变：新任CEO凯利·奥特伯格专注于提升制造纪律、减少”流转工作”，并重新整合关键供应商Spirit AeroSystems。
- 财务与市场信心：波音股价过去一年上涨36%。近期大额订单，如阿拉斯加航空订购105架Max 10，表明客户信心增强。
- 持续挑战：关键机型（777X, Max 7, Max 10）仍未获认证，延迟了交付和收入。西南航空预计Max 7在2027年前不会投入运营。
- 行业背景：强劲的旅行需求（11月全球客座率84%）推动订单增长。空客在2024年交付量领先，但波音在新订单量上领先（截至11月为1000架对797架）。宽体机市场正在加速。
Original Article Link: https://www.cnbc.com/2026/01/11/boeing-plane-deliveries-production-pace.html