AI Data Insight
Boeing's aircraft delivery YoY growth rate reached 14.0% in Q2 2026, a significant jump from the previously given figure of 10.53%, driving total first-half deliveries to a new high since 2018. Benefiting from the acceleration of 737 MAX production capacity and the digestion of backlog inventory, market consensus is generally optimistic about the recovery of its free cash flow. Although hidden concerns remain regarding the supply chain and safety inspections, the massive order backlog has ensured medium- to long-term recovery visibility.