Boeing 737 parked on the ground in Renton, Washington.
Leslie Josephs | CNBC
boeing company It delivered 33 aircraft in September, six more than the same period last year, and the company and its customers are closely watching the impact of the mechanics’ strike, now in its fourth week.
Boeing has delivered 291 aircraft through September, well below the 371 aircraft delivered in the first nine months of 2023.
Last month, Boeing delivered 27 of its best-selling 737 Max aircraft to customers, including United Airlinesreceived five, and Ryanair and Southwest Airlinesrequiring three of each. Delivery is critical for Boeing. More than $8 billion has been burned this year as customers pay most of the cost when they receive the planes.
The planes are produced in Renton, Washington, where machinists went on strike on Sept. 13 after workers overwhelmingly voted to reject a tentative deal the company had reached with the union. Although the union rejected a better offer from Boeing last month, the two sides returned to the negotiating table this week.
All but 10 of the 27 Max planes were handed over before the strike began, said Sheila Kahyaoglu, an aerospace analyst at Jefferies. She predicted in a note on Monday that Boeing would produce 25 Max planes per month if the strike ends in October, but the company’s original plan to produce 38 Max planes per month would be delayed by a year.
Boeing is due to report quarterly results on Oct. 23, when it will detail the financial impact of the strike.
September deliveries also include four 787 Dreamliners, which are built at Boeing’s non-union factory in South Carolina. This month, Boeing received a total of 66 new aircraft orders.
Boeing has spent much of its time dealing with the aftermath of a near-disaster involving one of its new 737 Max 9 aircraft in January, when a door jam was missing a key bolt. explode.
The company has a backlog of 5,456 aircraft.