Report published August 11, 2026
Goldman Sachs: Boeing (BA) July 2026 Aircraft Order & Delivery Report
Source and citation context
- Issuer
- Goldman Sachs
- Report date
- August 11, 2026
- Analysis as of
- Not stated in source
Authors / editors: Noah Poponak, CFA (Analyst), Connor Dessert (Analyst)
Finvaulta summarizes Goldman Sachs's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
Boeing's July report shows 38 gross orders and 53 deliveries, with 737 MAX deliveries of 39 units. The firm maintains a constructive long-term outlook based on robust backlog coverage.
Key Takeaways
- 1.Boeing reported 38 gross orders and 53 deliveries in July, with 737 MAX deliveries moderating to 39 units.
- 2.Production rate expectations for the 737 MAX are set at 47/month, while 787 production is projected to ramp to 10/month by late 2026.
Table of Contents
- Boeing Co. (BA): July aircraft order & delivery report
- Boeing July orders & deliveries update
- Valuation and risks
- Disclosure Appendix
Report data
Exhibit 2: Boeing years of backlog by program
| Metric | Estimate | Context |
|---|---|---|
| Gross new aircraft orders | 38 units | Monthly order performance |
| Total aircraft deliveries | 53 units | Monthly delivery performance |
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Authors / Editors
Reported Data Context
- Gross new aircraft orders: 38 units (July 2026) · Source: Company data
- Total aircraft deliveries: 53 units (July 2026) · Source: Company data
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