Boeing Co. (BA) August aircraft order & delivery report

Equity Research 8 September 2026 | 4:55PM EDT

Boeing Co. (BA): August aircraft order & delivery report

Boeing reported 15 gross new aircraft orders, 0 outright cancellations, and 0 ASC Noah Poponak, CFA | 606 adjustments for the month of August. BA delivered 51 aircraft in the month, Goldman Sachs & Co. LLC including 41 737-MAX and 4 787. Connor Dessert | Our view: (1) New aircraft order backlog remains large relative to industry supply. Goldman Sachs & Co. LLC August gross orders followed a strong June, which saw 121 gross orders, and a more Nizar Mesani moderate July, which saw 38 gross orders. Boeing’s backlog continues to support | strong multi-year growth in deliveries across all aircraft platforms. (2) 737 MAX Goldman Sachs India SPL deliveries were 41 in August (compared to 39 in July and 42 in June), as Boeing Amanda Fenenbock, CFA | actively breaks to 47/month from 42/month. On 787, production is expected to Goldman Sachs & Co. LLC stabilize at 8/month before ramping to 10/month. Tomas Russo | Goldman Sachs & Co. LLC Boeing August orders & deliveries update

Order update: Boeing reported positive 15 net revisions to its commercial aircraft backlog in the month, with 15 gross orders, 0 outright cancellations, and 0 ASC 606 adjustments (which Boeing states requires additional criteria for recognizing contracted backlog; and we view as a long-term deferral/acceleration).

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Exhibit 1: Boeing gross orders, cancellations, and ASC 606 adjustments for the 737, 777, and 787

737 Orders Cancels ASC606 Net 777 Orders Cancels ASC606 Net 787 Orders Cancels ASC606 Net Jan-20 0 0 0 0 Jan-20 0 0 0 0 Jan-20 0 0 0 0 Feb-20 0 (41) 0 (41) Feb-20 0 (1) 0 (1) Feb-20 17 (4) 0 13 Mar- ) Mar-20 0 0 (14) (14) Mar-20 12 0 (1) 11 Apr- ) Apr-20 0 0 0 0 Apr-20 0 0 (2) (2) May- ) May-20 2 (2) 2 2 May-20 0 0 0 0 Jun- ) Jun-20 0 0 1 1 Jun-20 0 0 (5) (5) Jul-20 0 (43) (9) (52) Jul-20 0 0 0 0 Jul-20 0 0 0 0 Aug- ) Aug-20 3 0 0 3 Aug-20 0 (3) (10) (13) Sep-20 0 (3) (48) (51) Sep-20 0 0 0 0 Sep-20 0 0 0 0 Oct- ) Oct-20 0 0 0 0 Oct-20 0 0 0 0 Nov- ) Nov-20 0 0 0 0 Nov-20 0 0 0 0 Dec- Dec-20 8 0 0 8 Dec-20 0 (2) 0 (2) Jan-21 0 (2) (15) (17) Jan-21 0 0 0 0 Jan-21 0 (1) 1 0 Feb- Feb- Feb-21 4 (19) 0 (15) Mar- Mar-21 0 0 15 15 Mar-21 0 0 1 1 Apr-21 20 (17) 0 3 Apr-21 5 0 0 5 Apr-21 0 0 0 0 May- May-21 7 0 18 25 May-21 5 (5) 5 5 Jun- Jun-21 1 0 0 1 Jun-21 0 0 (7) (7) Jul-21 19 (15) (1) 3 Jul-21 6 0 0 6 Jul-21 5 (2) (10) (7) Aug- Aug-21 11 0 0 11 Aug-21 7 (2) 2 7 Sep- Sep-21 6 0 7 13 Sep-21 0 (1) (14) (15) Oct-21 8 (1) 17 24 Oct-21 2 0 0 2 Oct-21 0 (2) 0 (2) Nov- Nov-21 0 0 0 0 Nov-21 0 0 0 0 Dec-21 57 (1) 0 56 Dec-21 4 0 (1) 3 Dec-21 0 0 0 0 Jan-22 55 (2) 3 56 Jan- Jan-22 0 0 0 0 Feb- Feb-22 5 0 0 5 Feb-22 0 (4) 4 0 Mar- ) Mar-22 6 0 (8) (2) Mar-22 0 (3) (3) (6) Apr- Apr-22 2 0 (55) (53) Apr-22 0 (2) 0 (2) May-22 6 (5) (5) (4) May-22 10 0 0 10 May-22 7 (4) 0 3 Jun- Jun-22 1 0 0 1 Jun-22 0 (6) 7 1 Jul- Jul-22 3 0 1 4 Jul-22 0 (3) (4) (7) Aug-22 13 (4) 1 10 Aug-22 0 0 0 0 Aug-22 5 0 (1) 4 Sep-22 51 (5) (49) (3) Sep-22 14 0 0 14 Sep-22 16 (1) 3 18 Oct- Oct-22 5 0 0 5 Oct-22 10 0 3 13 Nov-22 18 0 3 21 Nov-22 0 0 0 0 Nov-22 0 0 (2) (2) Dec- Dec-22 0 0 0 0 Dec- Jan- Jan-23 0 0 0 0 Jan-23 7 0 7 14 Feb-23 5 (3) 0 2 Feb-23 0 0 0 0 Feb-23 0 0 0 0 Mar- Mar-23 0 0 19 19 Mar-23 20 (6) 0 14 Apr- Apr-23 1 0 0 1 Apr-23 17 0 0 17 May- May-23 0 (7) 6 (1) May-23 10 0 4 14 Jun- Jun- Jun- Jul- Jul-23 1 0 0 1 Jul-23 39 0 (2) 37 Aug- Aug-23 0 0 0 0 Aug-23 7 0 0 7 Sep- Sep-23 0 (3) 1 (2) Sep-23 74 (4) 2 72 Oct- Oct-23 2 0 3 5 Oct-23 10 0 7 17 Nov- Nov-23 90 0 5 95 Nov-23 0 0 0 0 Dec- Dec-23 2 0 0 2 Dec-23 68 (2) 0 66 Jan-24 3 (2) 0 1 Jan-24 0 0 0 0 Jan-24 0 (1) 0…