Yahoo Finance·2025-10-06 17:53Core Insights - The commercial aerospace sector is experiencing a broad rebound, with Boeing, Embraer, and Airbus showing increased deliveries and production stability in Q3, indicating renewed momentum as global demand recovers [1]. Boeing - Boeing led the gains with 121 737 deliveries in Q3, an increase from 104 in the previous quarter and 92 a year earlier. September marked the strongest month for 737 MAX handovers since 2018, with at least 41 aircraft delivered [2]. - Boeing's ability to issue its own delivery certificates has streamlined production, aligning output with customer demand. Production on the 737 line was slightly below the targeted 38 aircraft per month due to temporary engine inspections, with 32 rollouts in September. The disruption is viewed as short-term [3]. - Boeing maintained 787 deliveries at 24 aircraft, matching the prior quarter and improving from 14 a year earlier. Total third-quarter deliveries reached approximately 158 aircraft, above 150 in the prior quarter [4]. Embraer - Embraer delivered 62 aircraft in Q3, up from 59 last year, including 41 executive jets, 20 commercial jets, and one C-390. The company is on track to meet its full-year goals, supported by consistent execution [4]. Airbus - Airbus delivered 68 aircraft in September and 196 during Q3, representing a 12% sequential increase, bringing year-to-date deliveries to 502. Airbus needs to raise output to about 105 aircraft per month in Q4 to meet its annual target [5]. Stock Performance - As of the latest check, Boeing (BA) shares were trading 2.34% higher at $221.43, Embraer (ERJ) was up 3.32% at $59.20, while Airbus (EADSF) was down 0.71% at $238.08 [5].