Boeing’s 737 MAX Delivery Pace Tells the Truth Earnings Reports Can’t Hide

Group 1 - The core focus for Boeing is the monthly delivery rate of the 737 MAX, which is critical for the company's financial health and operational stability [2][3][5] - Boeing has a backlog of over 4,000 MAX jets, with each jet selling for approximately $55 million, indicating significant potential revenue if deliveries can be increased [3][7] - The company is targeting 38 deliveries per month but is currently achieving only 20-25, resulting in a revenue shortfall of $715 million monthly, equating to $8.5 billion annually [3][7] Group 2 - A high delivery rate indicates effective production, resolution of quality issues, and positive cash flow, while a low delivery rate suggests ongoing production challenges and potential order cancellations [4][5] - The integration issues with Spirit AeroSystems and regulatory scrutiny are contributing to production delays, while competitors like Airbus are meeting their delivery schedules [4][7] - The delivery rate is a key indicator of whether Boeing can fulfill its substantial backlog or if the $682 billion in orders will be at risk due to customer dissatisfaction [5]