Boeing: The Real Test Of Its Recovery Begins Now
Boeing saw a modest share decline despite strong September orders and imminent 737 MAX 10 certification, as higher rates weigh on debt-heavy firms. September orders surged to 165 units ($12.3B), led by Turkish Airlines, with no cancellations and ASC 606 doubtful orders returning to pre-crisis levels. Deliveries ticked up to 57 aircraft, but the production ramp remains gradual; 2026 delivery growth is now driven by production rather than inventory clearance.