Great News for Boeing Investors

Boeing's 737 MAX 10 received FAA certification, competing with Airbus's A321neo. The MAX 10 features a new angle-of-attack system. Boeing's 777X faces delays, with Lufthansa pushing back its delivery. Lufthansa retired its last Airbus A340-600, ending the quadjet's service. The podcast discusses the implications for the industry and the history of the A340-600.

Boeing's 777F is now the most widely operated freighter, with 330 in service and 40% of global capacity. It carried $4trn in trade in 2025. The FAA's emissions exemption allows Boeing to sell 35 more 777Fs. Six have been ordered in 2026, with 20 delivered and 38 unfilled orders.

The FAA certified Boeing's 737-10 variant, allowing deliveries to begin soon. The aircraft can carry up to 230 passengers and offers lower per-seat costs and more range than competitors, according to Boeing. Certification was delayed due to avionics redesign work.

The FAA requires GE Aerospace's redesigned GE9X mid-seal for Boeing 777-9 certification. GE aims for approval by 2026, with Boeing targeting 2027 deliveries. The seal issue, discovered earlier this year, delayed engine shipments until the redesign was tested and implemented. GE resumed deliveries in Q3 2023 but won't recognize revenue until certification. The 777-9 certification program has faced delays, with first service expected in 2027.

The FAA certified Boeing's 737 Max 10 after delays, allowing deliveries to begin. The approval follows safety reviews and addresses technical issues. Boeing has 1,500 Max 10 orders, with deliveries expected in 2027. The Max 10 competes with Airbus's A321neo and is crucial for Boeing's production targets.

Boeing's 737 Max 10 received US regulatory approval after a six-year delay, with over 1,550 orders. The FAA approved it following extensive safety reviews. Deliveries are expected soon, helping Boeing compete with Airbus. The Max 10 can carry up to 230 passengers and is part of Boeing's strategy to regain market share in narrow-body planes.