737 MAX wiring flaw persists — Q1 speed bump/ramp intact + FAA AD/delivery pause/AMRC supply/machining
Key Questions
How many 737 MAX aircraft did Boeing deliver in March?
Boeing delivered 33 MAX and 7 787s in March, contributing to YTD ~161 deliveries.
What is Boeing's delivery target for FY26?
Boeing projects ~500 deliveries for FY26, with February at 51 total.
What is CEO Ortberg's production goal for 737 MAX?
Ortberg targets 42-47 MAX per month, with the Q1 ramp intact despite speed bumps.
What issues persist with 737 MAX wiring?
Wiring flaws require ~25% rework, with a 40% defect drop but minor Q1 delays from machining.
What FAA actions address the 737 MAX wiring issue?
FAA issued an AD on 3/26 and proposed another on 4/2.
When does Ryanair expect its MAX 10 deliveries?
Ryanair anticipates 737 MAX 10 deliveries in Q3 2026.
How do Boeing's backlogs compare to Airbus?
Boeing's backlogs exceed 17,000 aircraft, surpassing Airbus.
What leasing activity involves 737 MAX?
AerCap received 5 MAX aircraft amid ongoing supply chain challenges.
March delivs 33 MAX/7 787s/YTD ~161/Feb 51/FY26 ~500; Ortberg 42-47/mo; wiring ~25 rework/40% defect drop minor Q1 delay/machining/Ryanair MAX10 Q3'26; FAA AD 3/26/proposed 4/2; AerCap 5 MAX; backlogs>17k vs Airbus.