CFO Jay Malave, at the UBS Global Industrials and Transportation Conference, says November is going to “probably be a little bit light” on deliveries, but that Boeing’s (BA) production rollouts are “pretty much exactly where we expected,” with Malave noting that it’s “just a shorter workday month because of the holiday.” Boeing sees 2026 deliveries up for the 737 and 787 vs. 2025 and expects the 737 Max 10 to be certified in late 2026.
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