Boeing(US:BA) Hua Er Jie Jian Wen·2025-09-26 13:31Core Insights - The FAA is easing delivery restrictions on Boeing's new aircraft, signaling a positive recovery for the manufacturer after a series of crises [1] - Boeing is expected to regain some regulatory authority for final safety checks on its 737 MAX jets [1] - The FAA may allow Boeing to increase its monthly production limit of the 737 MAX from 38 to 42 aircraft [1][3] Regulatory Changes - The FAA had previously mandated that all new aircraft produced at Boeing's Renton facility be inspected solely by FAA inspectors due to safety concerns following two fatal 737 MAX crashes in 2019 [2] - Boeing is likely to regain similar inspection permissions for its 787 Dreamliner, which were revoked after a series of quality incidents [2] Production Flexibility - The previous restrictions limited Boeing's flexibility in delivering aircraft, as they had to align with government inspectors' schedules for safety approvals [3] - If approved to increase production to 42 aircraft per month, Boeing plans to maintain that level for several months to monitor for any issues before considering further increases [3] Trust Restoration - The ability of Boeing to conduct safety inspections has been a politically sensitive issue, especially after the Alaska Airlines incident in 2024 [4] - Prior to the incident, there was a belief among FAA officials that Boeing's aircraft quality was improving, but the incident led to stricter regulatory scrutiny [4] - The FAA proposed a $3.1 million fine against Boeing for alleged safety violations related to the Alaska Airlines incident, highlighting ongoing concerns about Boeing's quality control [4]