Boeing's 737 deliveries are expected to rise in the third quarter of 2025, Bank of America analysts said.
The report added that Boeing has reportedly delivered 16 737s so far in September, as of September 19, 2025. The bank said this follows the, “typical pattern of steady deliveries through mid-month before ramping up toward the end”.
Deliveries are anticipated to be high-30s to low-40s, consistent with deliveries in July and August.
“Should this forecast materialise, third quarter deliveries will total approximately 118 737s, reflecting an increase over the 104 units delivered in second quarter and a substantial rise from the 92 units delivered during the same quarter last year,” said the Bank of America analyst.
The report said the bank remains confident that Boeing will secure the 737 production cap raise to 42 per month in the fourth quarter.
Additionally, deliveries for the 787 are expected to be around nine for September. If accurate, 787 deliveries for the fourth quarter will total 26 units, up from 24 units in the second quarter and 14 units delivered in the same period last year.