737 MAX wiring/gasket/engine/machining rework, FAA/NTSB probes, deliveries & litigation
Key Questions
What production ramp is planned for the 737 MAX?
Boeing plans to ramp 737 MAX production from 42 to 47 per month mid-2026, with Everett North line opening summer 2026 for MAX 8/9/10 at low rates pending FAA approval.
What ongoing probes involve the 737 MAX?
FAA and NTSB are investigating 737 MAX issues including wiring, gaskets, LEAP engines, and machining rework. Boeing is preparing software upgrades for submission.
How many 737 MAX deliveries occurred in Q1?
Boeing achieved 46 deliveries in Q1, with fuselage rail deliveries from Spirit at 38, aiming for 50 monthly and 500 MAX in 2026.
What are the status of MAX 7 and MAX 10 certifications?
MAX 7 and MAX 10 face slips, with FAA NPRM-3471 addressing material issues. Production remains low-rate pending approvals.
Which airlines recently ordered 737 MAX?
Recent orders include Vietnam (50), Air Cambodia (20), Royal Air Maroc (first of six delivered), and Biman. These signal surge amid quality probes.
What is the status of DOJ litigation against Boeing?
The DOJ case was dismissed. Boeing faces ongoing FAA/NTSB scrutiny on quality and safety.
How is Boeing addressing Spirit AeroSystems supply?
Fuselage rail deliveries from Spirit slowed in March but show stabilization signs. Boeing targets higher output despite chronic cash issues since 2017.
What is Boeing's 737 MAX backlog goal for 2026?
Boeing aims for 500 MAX deliveries in 2026, supported by orders and production ramps, though reliant on resolving probes and supply chain issues.
Ortberg ramp 42->47 mid'26/Everett North summer'26 (MAX8/9/10 low-rate/FAA)/probes/LEAP/wiring/machining; Q1 delvs46/rails38->50/500 MAX '26/MAX7/10 slips +FAA NPRM-3471/material; DOJ dismissal; Vietnam50/Air Cambodia20/Royal Maroc/Biman; Spirit/labor; chronic cash underperformance since '17.