NEW YORK, July 18, 2026, 15:05 EDT.
- U.S. cash markets are not open. Boeing closed at $214.03 on Friday, slipping 0.14% on the session and roughly 3.7% below the previous Friday.
- The FAA plans to permit Boeing to issue certificates for every 737 MAX and 787 aircraft as soon as next week.
- These programs represented 90.1% of the preliminary commercial deliveries for the second quarter.
Boeing will have its full authority restored to grant airworthiness certificates for new 737 MAX and 787 aircraft, effective next week.
Boeing’s major programs accounted for 154 out of 171 preliminary commercial deliveries in the second quarter, representing 90.1% of the total.
Shares ended Friday at $214.03, slipping 0.14% on the session. The stock declined roughly 3.7% compared to the previous Friday.
Commercial deliveries for the second quarter increased by 19.6% compared to the first quarter. The average number of jets produced each month reached 57, an increase from 47.7.
| Preliminary delivery data | Q1 2026 | Q2 2026 | Change quarter to quarter |
|---|---|---|---|
| 737 units delivered | 114 | 129 | +13.2% |
| 787 units delivered | 15 | 25 | +66.7% |
| All commercial units delivered | 143 | 171 | +19.6% |
| Combined 737 and 787 proportion | 90.2% | 90.1% | -0.1 point |
First quarter figures for the program reflect combined results from the first half and the second quarter. Boeing states that delivery details are considered preliminary until official quarterly results are released.
The two impacted programs maintained a consistent 90% share of deliveries. Certificate flow now reaches nearly every commercial handover.
Since September, the FAA and Boeing have switched off issuing certificates. Reviews over the past eight months revealed similar quality results. Federal audits are set to continue.
FAA chief Bryan Bedford stated Boeing was “doing much better.” He added that there had been no relaxation of compliance standards. Reuters
This is not an approval to raise production rates. Boeing is moving 737 production up from 42 planes monthly to near 47. This change means fewer certification handovers.
Investor focus stays on cash. Boeing posted a non-GAAP free-cash-flow outflow of $1.45 billion in Q1. Second-quarter earnings are expected on July 28.
Boeing projects strong market demand, expecting 43,625 industry aircraft deliveries by 2045. The company predicts a shortfall of 2,000 planes heading into 2026.
Airbus EPA:AIR maintains its lead in production, handing over 351 aircraft in the first half, while Boeing delivered 314. Boeing reached 89.5% of Airbus’s delivery total. Airbus shipments rose 15% from a year earlier, and Boeing’s increased by 12%.
Additional inventory may become available soon as the MAX 10 reached 98% completion in flight testing on Thursday. Boeing executive Chris Payne said, “We have two flight tests left.” Approximately 39 MAX 7 and MAX 10 aircraft have already been produced. Reuters
The Farnborough event begins Monday and continues until July 24. Major order announcements are expected to be limited, while updates on production and certification could take on greater importance.
Risks: FAA oversight continues. Handovers could face delays due to fresh quality issues, setbacks from suppliers or unsuccessful tests. The MAX 7, MAX 10 and 777X are not yet certified.
The next operational milestone is underway. Improved certificate flow should boost deliveries and curb cash burn. The first financial update is due on July 28.
Related articles: EPA:AIR
