Leeham News and Analysis
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Boeing planning to activate North Line with 737-8s/9s in advance of MAX 10 certification
By Scott Hamilton
Jan. 20, 2026, © Leeham News: Boeing is preparing to activate its North Line for 737 production by mid-year, with 737-8s and 737-9s first to be assembled as a prelude to its intended purpose: assembling the long-delayed 737-10.
Boeing has been informally asking the Federal Aviation Administration (FAA) a series of “what if” questions in advance of a formal request to activate the North Line. This is the first time the 737 will be assembled away from its Renton (WA) facility, which has served as its home since the original model program more than 50 years ago.
This is important because the North Line is brand new, it needs FAA certification, and the MAX 10 is new (only a couple have been built at Renton), pending certification. Employees who will be assigned to the North Line will be a mix of Renton transfers, new hires, and Everett incumbents. The latter has never built a 737.
Boeing 787 bay at the Everett factory in 2023. Boeing was engaged in reworking following discovery of a production flaw. Credit: Leeham News.
Gaining FAA approval to build the 737-8/9 on the North Line will smooth production certification and enable employees without 737 production experience to gain some before the MAX 10 is added to the line. While Boeing all along said the North Line is intended for the MAX 10, LNA confirmed that it is capable of assembling the MAX 8, 9, and 10.
Additionally, since the MAX 10 (and the smallest family member, the MAX 7) remain uncertified pending changes that must be made as a result of the overall 737 MAX crisis revelations, Boeing wants to avoid building up an inventory of MAX 10s that would require changes mandated by the FAA.
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The company wants to begin production as early as May or June. Earlier, Boeing previously said activating the line may not occur until the end of the year, awaiting certification of the 737-10. More recently, CEO Kelly Ortberg identified mid-year as the activation target date. A formal request to the FAA may come as early as March.
Ahead of its year-end 2025 earnings call and in its quiet period, Boeing declined to comment.
Dissecting Boeing’s 2025 orders and deliveries
By The Leeham News Team
Jan. 16, 2026, © Leeham News: Boeing won more orders than Airbus last year. Airbus delivered more airplanes, given its higher production rates and Boeing’s long, slow path to recovery.
But a dissection of the numbers also shows positive results for Boeing.
Boeing 737 MAXes awaiting delivery at Boeing Field. Credit: Leeham News.
On top of Delta Air Lines’ breakthrough order for the 787-10, its first for any 787, United Airlines converted 56 787-9s to the 787-10. The 787-10’s seat-mile costs are the lowest in its class. If an airline doesn’t need the longer range of the Airbus A330-900, the A350-900, or the 787-9, the extra passenger and cargo capacity of the -10 is a winning combination.
The total twin-aisle passenger aircraft deliveries were 179 (91 Airbus A330 and A350, 88 Boeing 787s). It is far below the peak of 2015 (362), at the level of 2011 (179), and below the peak of the late 1990s cycle (227 in 1999). Boeing needs the 777-9 certification to reclaim its historical lead in twin-aisle passenger aircraft deliveries. Boeing handily dominates the twin-aisle order book.
Boeing, SPEEA reach agreement at Boeing Wichita
Jan. 15, 2026, (c) Leeham News: Boeing and SPEEA, the engineers and technicians union, reached an agreement tonight for the Boeing Wichita operation. This is the former Spirit AeroSystems plant that was merged into Boeing last month. The labor contract was open during Spirit’s last days, and negotiations were paused upon the merger and through the holidays.
This is the first test of contract negotiations and SPEEA under Boeing’s CEO, Kelly Ortberg. The primary SPEEA is with Boeing in the great Seattle area. This contract expires in October.
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COMAC struggled in 2025; 2026 won’t be much better
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By Scott Hamilton
Jan. 15, 2026, © Leeham News: COMAC had a rough year in 2025. It’s unlikely that this year will be much better.
COMAC is China’s state-owned commercial aerospace company. It builds the C909 regional jet (formerly known as the AVIC ARJ21; AVIC is now part of COMAC). The C909 is a Douglas DC-9-10 look-alike with GE CF-34 engines, the same powerplant that’s on the Mitsubishi CRJ and Embraer E1 E-Jets.
The C909 is not a particularly commercially competitive airplane to the CRJ or E1, but that wasn’t the point of the aircraft. The C909 is China’s truly first effort to establish a commercial jet airliner industry after a false start decades ago with the Y-10, a Boeing 707 clone. China developed turboprop airliners with limited success.
COMAC also builds the C919 mainline jet. The C919 is a competitor with the Airbus A320neo and Boeing 737-8. This jet is China’s next step in developing a commercial airliner industry. More than 1,000 orders have been placed. All but a handful are orders dictated by the central government to China’s airlines and lessors.
Nevertheless, an analysis of the backlog of the 125-240 seat single aisle sector gives the C919 about a 7% share. With China evolving eventually into the single largest global market, this captive market share is evolving into a force to be reckoned with.
COMAC hoped to deliver 75 C919s last year. Hurt by Western sanctions for China’s support of Russia in the Ukraine War and by trade sanctions imposed by the Trump and Biden administrations, COMAC reduced the delivery forecast to 25. In reality, C919 deliveries last year fell to about 13, the same as in 2024. COMAC outlined its production goals in March; they are unrealistic.
Boeing reports best airliner delivery year since 2018
By Scott Hamilton
Jan. 13, 2026, © Leeham News: Boeing delivered 600 airliners last year, its best year since 2018—the last normal year before the 737 MAX grounding began in March 2020. In 2018, Boeing delivered 813 airliners.
The MAX grounding lasted 21 months. This was followed by the COVID-19 pandemic beginning in April 2020, lasting about two years. In October 2020, deliveries of most 787s were suspended due to a production flaw. From September to November in 2024, Boeing’s assembly workforce, the IAM 751, went on strike for 53 days, halting all deliveries.
Boeing, others up SAF plans in Washington State
Credit: Boeing.
Announced on Thursday at Boeing Future of Flight, the museum located adjacent to Boeing’s Everett production facility, the Cascadia Sustainable Aviation Accelerator (CSAA) aims to ramp the region’s SAF production capacity to one billion gallons per year by 2035.
Boeing is on its way back, but there’s a long way to go
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By Scott Hamilton and Karl Sinclair
Jan. 8, 2026, © Leeham News: Boeing is on its way back.
Not to its glory days of engineering prowess. This won’t happen until Boeing develops a new airplane, and just how advanced it will be.
Boeing hopes the long-delay certification of the 737-7 MAX will occur this year. Launch customer Southwest Airlines looks for entry into service in 2027. Credit: Boeing.
But it’s on its way back to returning to a profitable, reliable company that puts safety and quality first.
That said, there is still a long way to go. By LNA’s estimation, it will be well into the next decade before Boeing’s balance sheet bears any resemblance to its 2018 financial picture of solid profits and low debt. That was the last year before Boeing entered what became six years of one crisis after another. Boeing ended 2018 with a “mere” $10bn in long-term debt. Revenues hit $101bn with an operating profit of $10.4bn and operating cash flow of $15.3bn.
Boeing ended the third quarter last year with more than $50bn in long-term debt, and near-breakeven if slight positive cash flow. Full-year 2025 results will be announced at the end of this month.
Boeing Commercial Airplanes in 2018 produced about 60% of the company’s revenues.
This year will build on Boeing’s momentum from last year. As always, especially in Boeing’s case, any Outlook is contingent on things outside of the company’s control upsetting the business.
Here’s how LNA sees the 2026 Outlook for Boeing.
Boeing captures 33% of single-aisle sector, maintains big lead for wide-bodies
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By Scott Hamilton
Jan. 2, 2026, © Leeham News: Boeing’s 2011 decision to launch another derivative of the 737, a slow response to the Airbus A321neo, and the series of crises involving the 737 MAX beginning on March 10, 2019, caused a dramatic drop in market share that places Boeing at a distant No. 2 to Airbus.
The total program orders give Airbus a 54% share of the market for the A320neo family to Boeing’s 33% for the MAX. Adding the A220 into Airbus’ share, the European company has captured 58% of the single aisle market, an analysis of data from the companies as of Dec. 5 reveals.
China’s COMAC C919 captures 7% of the single-aisle market, according to data analyzed from Cirium and other sources. Embraer, with its two-class 100-seat E190-E2 and 120-seat E195-E2, captures a mere 2% of the 100-240 seat sector.
Russia’s Sukhoi MC-21 is not included in this analysis because the market is closed to Airbus, Boeing, and Embraer due to international sanctions on Russia due to the Ukraine war.
“Rise and Fall of Boeing and the Way Back” picked by Royal Aeronautical Society as a top book for Christmas
By Scott Hamilton
My book, “The Rise and Fall of Boeing and the Way Back”, has been named as one of its top picks of aviation books by the Royal Aeronautical Society for Christmas 2025.
“Following on from his previous Air Wars, which looked at Airbus vs Boeing rivalry, aviation journalist and analyst Scott Hamilton brings commercial aerospace up to date with a look at the rollercoaster ride that has been Boeing’s fortunes over recent years. How did a brand that personified American engineering excellence become so distrusted by customers, politicians, and even the general public? And more important – what are the ways back from this?” The RAS wrote.
This is the second time one of my books has been so named. (I’ve only written two books.) The first, “Air Wars, the Global Combat Between Airbus and Boeing”, was chosen when it was published in 2021.
“Rise and Fall” continues the story begun with “Air Wars.”
“Rise and Fall” may be purchased here.
“Air Wars” may be purchased here.
Mitigating mounting pressures in the global supply chain
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By Charlotte Bailey
Michael Haidinger, president of Boeing Germany. Credit: Leeham News, Charlotte Bailey.
Dec. 22, 2025, © Leeham News, Hamburg: “In today’s aerospace environment, which is marked by workforce challenges, evolving technologies, geopolitical risk, financial pressures, and industry consolidation, our supply chain deserves not just attention but requires true partnership,” says Dr. Michael Haidinger, president of Boeing Germany, Central and Eastern Europe.
“Over the last few years, [the global supply chain] has carried a tremendous load.”
Speaking at December 2025’s Aviation Forum in Hamburg, Haidinger acknowledged that the pressures present throughout a complex ecosystem continue to evolve. Recognizing that “integrating stability across the aerospace value chain is essentially the foundation of our long-term success,” the industry is nevertheless having to place renewed focus on inflationary pressures and geopolitical uncertainty as it looks to bolster its ongoing resilience.
For Boeing, this includes “working more transparently than ever with [its] suppliers” through a monthly supplier brief, sharing details of production plans, key performance indicators, and any changes that could impact planned production. “Transparency builds trust, and trust brings alignment,” he urged.