Overview
- Boeing handed over 44 jets in November, a 17% drop from October’s 53, with 32 of the deliveries coming from the 737 MAX program.
- Airbus delivered 72 aircraft in November, extending its monthly lead, and recently cut its 2025 delivery target to 790 due to a quality issue.
- Boeing logged 164 gross orders and 38 cancellations for 126 net in November, including 74 orders for the 777X, which is slated to enter service in 2027, and 30 for the 787.
- Emirates ordered 65 additional 777X jets and China Airlines added nine, while Etihad canceled 15 777X orders, Air Canada canceled four 787s, and Comair canceled five 737 MAX jets.
- Through Nov. 30, Boeing recorded 537 deliveries year to date and an order backlog of 6,019, as CFO Jay Malave projects positive cash flow in 2026 tied to higher deliveries.