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Boeing Warns 737 MAX Targets Slip to Early 2027

By Drooid · Oct 28, 2026, 14:20 UTC · How we work

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Summary

Boeing announced it will miss its 2026 737 MAX production and delivery targets, sending shares down 10%.
The company now expects a 47-jet-per-month 737 MAX rate only in early 2027, not summer 2026.
Adjusted loss widened to $0.34 per share, above the $0.21 expected.
Commercial Airplanes revenue fell to $10.7 billion, resulting in a $697 million loss.
Defense segment earned $500 million, lifting its margin to 6.2% from 1.7%.

Summary

TheStreet downgraded Boeing to a Three rating from Two.
Boeing stock fell to a fresh 52-week low of $170.17, 32.5% below its January 2026 high.
Trading volume on the earnings day exceeded 3.6 times the average daily volume.
The Street Pro Portfolio remained long Boeing shares despite the downgrade.
Boeing secured a $4.7 billion U.S. Army contract to build 96 AH-64E Apache helicopters for Poland.

History

During 2008 Boeing’s 787 Dreamliner suffered a series of supplier-driven delays that pushed its first flight to December 2009 and added roughly $32 billion to program costs, straining cash flow. The experience taught the company to scrutinize schedules, a lesson echoed today as the 737 MAX production plan targets only 47 jets per month in early 2027. The lingering financial pressure links the two crises.

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Historical Context

During 2008 Boeing’s 787 Dreamliner suffered a series of supplier-driven delays that pushed its first flight to December 2009 and added roughly $32 billion to program costs, straining cash flow. The experience taught the company to scrutinize schedules, a lesson echoed today as the 737 MAX production plan targets only 47 jets per month in early 2027. The lingering financial pressure links the two crises.

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