Boeing (BA) Stock Update: May Deliveries Surge 33% with 737 MAX Leading Recovery

Key Highlights

• May aircraft deliveries reached 60 units, representing a 33% increase from the previous year
• The 737 MAX program delivered 51 planes — marking the strongest monthly performance since December 2024 production restart
• Production targets call for increasing 737 output from 42 units to 47 units monthly during summer months
• New orders included a 10-aircraft 787 deal with Lufthansa; net orders totaled 11 following 16 order cancellations
• The company’s outstanding order backlog reached 6,178 planes at May’s conclusion

The aerospace manufacturer announced Tuesday that it delivered 60 aircraft during May — a 33% improvement versus the same period in 2025. Shares of BA declined 0.39% during the trading session.

The Boeing Company, BA

Despite the gains, the figure remains below competitor Airbus, which announced 81 deliveries during the identical timeframe.

Among the 60 total deliveries, the 737 MAX accounted for 51 units. This represents the program’s strongest single-month performance since manufacturing operations resumed in December 2024, after a labor dispute forced a complete production shutdown.

The company is currently implementing plans to boost 737 manufacturing capacity from 42 aircraft monthly to 47 aircraft monthly, with implementation scheduled for the summer period.

May saw the aerospace giant secure 27 fresh orders. Among these, 14 were 737s designated for military conversion for a customer whose identity remains undisclosed.

Lufthansa finalized a purchase agreement for 10 787 Dreamliner aircraft, representing one of the month’s most significant transactions.

The manufacturer also processed 16 737 MAX order cancellations throughout May, resulting in a net gain of 11 new orders for the period.

737 MAX Drives Production Rebound

The 737 MAX program has emerged as the cornerstone of Boeing’s manufacturing recovery efforts. The 51 May deliveries demonstrate substantial progress compared to performance levels from recent months.

The forthcoming increase to 47 units monthly this summer will serve as a critical indicator of the company’s ability to sustain production momentum.

May’s delivery totals also encompassed six 787 Dreamliner units, one 777 cargo aircraft, and one 767 freighter.

The 787 program remains challenged by ongoing certification complications involving premium cabin configurations, which has constrained production capacity for this model line.

Cumulative 2026 Performance

As of May’s conclusion, the aerospace manufacturer has completed deliveries of 250 aircraft in 2026. The 737 MAX represented 198 of these deliveries.

Fresh orders accumulated through May reached 324 units, offset by 29 cancellations or order modifications, yielding 295 net new orders year-to-date.

The manufacturer’s total outstanding order book contained 6,178 aircraft as of the end of May.