Boeing Co. （BA.US）： July aircraft order & delivery report
Boeing(BA) Goldman Sachs·2024-08-14 02:5013 August 2024 | 12:09PM EDT Boeing Co. (BA): July aircraft order & delivery report Boeing reported 72 gross new aircraft orders, 1 outright cancellation, and 1 positive ASC 606 adjustment for the month of July. BA delivered 43 aircraft in the month, including 31 737-MAX and 6 787. This compares to our delivery tracker, which indicated 42 aircraft, including 32 737-MAX and 6 787. Our view: (1) New aircraft orders were solid in the month, and new aircraft order backlog remains large compared to supply. (2) D ...