✈️ **Boeing’s July The Real Signal**
Boeing delivered **53 jets in July**, up from 48 YoY but below June’s 64. Airbus delivered 67.
The interesting part? Boeing still booked **30 net new orders** after cancellations.
### ✈️ Boeing’s July Numbers Tell a More Interesting Story Than the Headline
Boeing delivered **53 aircraft in July**, up from 48 a year earlier—but down sharply from **64 in June**.
At first glance, that's mixed.
But the bigger picture is more interesting. 👇
### 📊 3 Signals I’m Watching
**1️⃣ Deliveries are improving YoY**
53 deliveries vs. 48 last July shows Boeing is moving in the right direction.
But Airbus delivered **67 aircraft** during the same month.
That means Boeing still has ground to cover in the production and delivery race.
**2️⃣ Orders look healthier than deliveries**
Boeing recorded **38 gross orders**, but after 8 cancellations, finished with **30 net new orders**.
That's important.
New orders tell us airlines and lessors are still willing to commit capital to Boeing aircraft—even while delivery volumes remain constrained.
**3️⃣ The 737 MAX remains the key metric**
Of July's deliveries:
✈️ **39 — 737 MAX**
✈️ **10 — 787**
✈️ **1 — 777 freighter**
✈️ **3 — 767**
The 737 MAX therefore represented the majority of July deliveries.
That makes the production and delivery pace of the MAX program particularly important for Boeing's future cash generation.
📊 **My take:**
* Deliveries are improving YoY
* Orders show continued demand
* Airbus still leads monthly deliveries
* **737 MAX execution remains critical**
**Orders show demand. Deliveries show execution.**
That gap is what I’m watching. 👀
**Boeing or Airbus?** 👇
#Boeing #Airbus #Aviation #Investing #StockMarket
Boeing delivered **53 jets in July**, up from 48 YoY but below June’s 64. Airbus delivered 67.
The interesting part? Boeing still booked **30 net new orders** after cancellations.
### ✈️ Boeing’s July Numbers Tell a More Interesting Story Than the Headline
Boeing delivered **53 aircraft in July**, up from 48 a year earlier—but down sharply from **64 in June**.
At first glance, that's mixed.
But the bigger picture is more interesting. 👇
### 📊 3 Signals I’m Watching
**1️⃣ Deliveries are improving YoY**
53 deliveries vs. 48 last July shows Boeing is moving in the right direction.
But Airbus delivered **67 aircraft** during the same month.
That means Boeing still has ground to cover in the production and delivery race.
**2️⃣ Orders look healthier than deliveries**
Boeing recorded **38 gross orders**, but after 8 cancellations, finished with **30 net new orders**.
That's important.
New orders tell us airlines and lessors are still willing to commit capital to Boeing aircraft—even while delivery volumes remain constrained.
**3️⃣ The 737 MAX remains the key metric**
Of July's deliveries:
✈️ **39 — 737 MAX**
✈️ **10 — 787**
✈️ **1 — 777 freighter**
✈️ **3 — 767**
The 737 MAX therefore represented the majority of July deliveries.
That makes the production and delivery pace of the MAX program particularly important for Boeing's future cash generation.
📊 **My take:**
* Deliveries are improving YoY
* Orders show continued demand
* Airbus still leads monthly deliveries
* **737 MAX execution remains critical**
**Orders show demand. Deliveries show execution.**
That gap is what I’m watching. 👀
**Boeing or Airbus?** 👇
#Boeing #Airbus #Aviation #Investing #StockMarket