Boeing's August Deliveries Surge, 737 Output Rate Increase Expected.

Boeing delivered 57 commercial aircraft in August, its best performance for the month since 2018, with 43 of them being 737 jets. Gross orders totaled 26, and the company recorded 83 net orders. Boeing's output deficit to Airbus has narrowed by more than half since the beginning of 2024. The company is targeting a 42 jets per month production rate for the 737, with a formal request to regulators expected soon.

Boeing Co. delivered 57 commercial aircraft in August 2025, its best performance for the month since 2018. Among these, 43 were 737 jets, highlighting the model's continued popularity. Gross orders totaled 26, while the company recorded 83 net orders, reflecting a strong demand for its aircraft. Boeing's output deficit to Airbus has narrowed by more than half since the beginning of 2024, with Boeing now delivering 385 jets this year compared to Airbus's 434, according to data posted on Boeing's website .

Boeing is targeting a production rate of 42 jets per month for the 737, with a formal request to regulators expected soon. The company has taken significant steps to improve quality and safety following a January 2024 incident involving a new Alaska Airlines 737 MAX 9. The Federal Aviation Administration (FAA) has imposed a production cap of 38 planes per month since then, but recent improvements suggest the cap may soon be lifted .

In addition to its production goals, Boeing has secured a significant contract extension, boosting its total value to over $3 billion. The $343.99 million update raises the cumulative value of Boeing's remanufactured aircraft contract to $3.43 billion. This contract, managed by the Army Contracting Command in Alabama, is slated for completion by December 31, 2027 .

Wall Street analysts project an 11.82% upside potential for Boeing Co. (BA, Financial), with an average price target of $256.75. The projections span a high of $287.00 and a low of $215.00, indicating an expected upside from the current price of $229.61. GuruFocus metrics estimate the GF Value for Boeing Co. (BA, Financial) at $206.73, suggesting a potential downside of 9.96% relative to the current price .

References:
https://www.gurufocus.com/news/3097253/boeing-ba-secures-344m-aircraft-contract-modification
https://www.bloomberg.com/news/articles/2025-09-09/boeing-jet-deliveries-surge-as-key-737-milestone-approaches
https://hirunews.lk/en/business/419163/faa-has-not-made-any-decision-on-boeing-737-max-production-cap