The delivery of 737 Max fuselages to Boeing’s plant in Everett, Washington, slowed in December, meaning the aerospace manufacturer is likely behind its production target for the type.
According to a report from BNP Paribas Equity Research, the number of 737 fuselages transported by rail from Spirit AeroSystems’ facility in Wichita, Kansas, to Washington fell to the low 30s last month. That would put the manufacturer behind its monthly goal of 42 Max jets.
The slowdown could be linked to holiday seasonality, analysts said, since a corresponding drop in deliveries was observed in January 2025.
Fuselages transported to Boeing in December will likely be delivered as aircraft early this year.
BNP Paribas Equity Research also estimated the number of 787 Dreamliners being produced monthly based on flights of Boeing’s Dreamlifters, widebody cargo aircraft that transport components for the 787. There were around 70 Dreamlifter flights in December, analysts said, which implies production of six Dreamliners per month, close to the company’s target of seven per month.
Boeing in October won approval from the FAA to increase 737 production from 38 to 42 per month. The cap was put in place after a door plug on a 737 Max 9 operated by Alaska Airlines blew out during flight, causing an uncontrolled decompression.
The FAA has said it will continue to monitor production at Boeing.
