Boeing deliveries are expected to “remain solid” in the month of August, according to Aero Analysis Partners (AAP).
AAP expects total August 737 deliveries to be in the high 30s to low 40s. The report said 28 737 MAXs had been delivered as of August 28, 2025, but an additional 14 are undergoing customer acceptance flights.
Bank of America analyst Ronald Epstein said these high delivery estimates come despite a typical summer slowdown, signalling Boeing's commitment to its ramp up.
“Should this forecast materialise, it would represent the highest August delivery total since 2018, when 48 737s were delivered,” said Epstein. “Additionally, it could also represent an improvement over the 37 units delivered last month.”
The bank maintained its buy rating on the US aircraft assembler.
Epstein added: “Orders are expected to continue gaining momentum, with two major orders from Korea and China expected to close soon.”
Korean Air committed to a record $36bn purchase of 103 Boeing aircraft, powered by GE engines. China is rumoured to be negotiating for a potential order of 500 aircraft.
With Boeing still to increase its production cap on the 737 from 38 to 42 per month.
“While the timing ultimately depends on the FAA, Boeing's demonstrated progress in stabilising production at rate-38 positions it favourably for a potential lifting of the current cap in the fourth quarter.”
Boeing's production of its 787 programme is expected to remain robust, with three to four aircraft already delivered and an additional three deliveries anticipated. This would represent a slight decline from July's eight deliveries, but would remain consistent with the average deliveries throughout the year.