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Boeing’s Q2 Deliveries Exceed Expectations

Boeing’s Q2 Deliveries Surpass Expectations Amid Production Recovery
Boeing reported second-quarter deliveries that exceeded analysts’ forecasts, reflecting the company’s ongoing efforts to ramp up production and recover from previous setbacks. The aerospace giant delivered 150 commercial aircraft during the quarter, a significant increase from 92 planes in the same period last year. This performance also surpassed the 129 deliveries anticipated by analysts, according to Visible Alpha estimates. The surge in deliveries underscores Boeing’s progress under new leadership as it navigates challenges stemming from safety investigations and production constraints.
Commercial and Defense Deliveries Show Strong Growth
The 150 commercial jets delivered included 104 units of Boeing’s 737 model, up from 70 in the second quarter of 2023. Last year, production had been hampered by safety concerns and financial strains following the January 2024 incident involving Alaska Airlines, where a door plug detached midflight. In addition to commercial aircraft, Boeing’s defense segment contributed 36 helicopters and jets, exceeding analyst expectations by four units and marking an increase from 28 deliveries in the previous year.
Boeing is scheduled to release its full second-quarter financial results on July 29, which will provide further insight into the company’s overall performance and outlook.
Financial Performance and Market Response
In its first-quarter report, Boeing also surpassed delivery estimates while reporting a narrower loss than anticipated. Despite ongoing concerns about the impact of tariffs imposed during the Trump administration—particularly regarding Boeing’s business with airlines in China and other international markets—the company has demonstrated signs of recovery. Analysts have noted progress toward regaining the growth trajectory that was projected before the Alaska Airlines incident.
Boeing’s shares have reflected this positive momentum, rising approximately 24% in 2025 and recently reaching their highest levels since the downturn in January 2024. On Tuesday, the stock showed little change in trading, maintaining its gains for the year.

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