TLDR
- 737 MAX deliveries hit 2,157 by Jan 2026 as output steadies fast.
- Boeing cleared pre-Aug 2025 MAX 8/9 storage, now shipping new builds.
- FAA caps 737 output at 42/month as Boeing targets 52 by year-end.
- Backlog stays huge at 4,887 MAX jets, keeping production pressure high.
- MAX 7/10 delays leave ~1,300 undeliverable, reshaping airline fleets.
Boeing (BA) shares advanced its recovery effort as new delivery data showed clear progress across the 737 MAX program. The company strengthened its output as production stability improved and storage inventories reached completion. Boeing is trading at $230.02, down 0.86%, after intraday volatility and a midday recovery attempt.
737 MAX Deliveries Reach New Milestone
Boeing recorded 2,157 total deliveries for the 737 MAX family by January 2026 . The company increased monthly output as it ended reliance on older stored aircraft. Recent deliveries showed direct alignment between factory production and airline demand.
The manufacturer delivered 38 MAX units in January, and the pace supported stronger commercial activity. Airlines accepted new jets as they expanded networks and retired older aircraft. Several carriers accelerated fleet growth plans following steady delivery slots.
Akasa Air received another MAX 8-200 in February and the new aircraft strengthened its international expansion strategy. The high-density variant continued to gain traction as low-cost operators targeted fuel efficiency advantages. The trend reinforced the growing role of newer cabin layouts in long-term planning.
Backlog Progress Signals Operational Turning Point
Boeing completed deliveries of all MAX 8 and MAX 9 jets built before August 2025, and this marked an important transition. The company shifted fully to current-line production as storage sites cleared their remaining units. Delivery totals now reflect active industrial performance rather than older inventory cleanup.
The backlog stands at 4,887 aircraft, and production needs remain substantial across multiple customers. Boeing continues preparing for higher output as FAA approvals guide future increases.The manufacturer targets a year-end build rate of 52 aircraft each month.
Current FAA authorization permits a monthly cap of 42 aircraft and Boeing works toward matching that threshold consistently. Planned increases depend on quality standards and improved coordination with Spirit AeroSystems after reintegration. Reduced out-of-sequence work aims to decrease rework times and support predictable output.
Certification Timelines Shape Airline Fleet Strategies
Certification delays for the MAX 7 and MAX 10 continue to affect delivery schedules, and nearly 1,300 aircraft remain undeliverable. Boeing allocates production slots across existing variants while preparing test aircraft for ongoing evaluation. Regulatory timing influences how airlines shape their future capacity plans.
Southwest expects the MAX 7 to receive approval in late 2026, and service entry will follow after training periods. The airline continues adjusting its schedules as it awaits new aircraft. The model remains central to its long-term fleet structure.
United revised its near-term plan as the MAX 10 faces additional timing shifts, and replacement aircraft fill temporary capacity gaps. The carrier added MAX 9 units and leased A321neos to maintain required seat counts. Boeing prepares for increased demand once both variants achieve final approval.
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