Boeing's September Performance: A Year of Recovery and Growth
Boeing's recent achievements in the aviation industry have been remarkable, especially considering the challenges it faced in the past. In September, the company delivered 55 planes, a significant milestone that puts it on track for its best year since 2018. This achievement is particularly notable given the production stabilization and the increased focus on the 737 Max, a key product for the company.
The 737 Max played a crucial role in Boeing's September deliveries, with 40 of the 55 planes being this model. European budget carrier Ryanair and major airlines like Southwest Airlines, United Airlines, China Southern, and leasing firm AerCap were among the recipients. These deliveries are a testament to Boeing's ability to recover from the setbacks caused by the 737 Max crises.
Despite the challenges, Boeing has made significant progress in the first nine months of 2025. It has delivered 440 airplanes, a slight decrease from the 568 delivered in the same period of 2018, before the deadly crashes. However, the company's performance is still impressive, especially when compared to its rival, Airbus, which has reported 507 deliveries so far this year.
Boeing's CEO, Kelly Ortberg, expressed confidence in the company's ability to reach a production rate of 42 737 Max planes per month by the end of the year. This ambitious goal was set after a near-catastrophic incident involving a door plug blowout on a flight in January 2024. Ortberg's statement at the Morgan Stanley investor conference in September indicates a positive alignment with the FAA's approval process, and the company is committed to achieving this production milestone.
Additionally, Boeing's net orders in September were impressive, with 48 aircraft, including 64 787 Dreamliners for Turkish Airlines and 30 737s for Norwegian Airlines. This further solidifies Boeing's position as a leading aircraft manufacturer, despite the controversies and challenges it has faced in recent years.
In conclusion, Boeing's September performance and its overall trajectory for 2025 demonstrate the company's resilience and commitment to recovery. With a focus on the 737 Max and a steady increase in production, Boeing is well-positioned to regain its position as a market leader in the aviation industry.
