Boeing's Backlog Grew to $745 Billion. The Question Remains How Fast It Can Fulfill It

Boeing reported a record $745 billion order backlog in Q3 2026, up $30 billion from the prior quarter, with over 6,300 commercial airplanes on order. However, the company delayed its production targets, pushing the 737 Max stability rate of 47 planes per month into 2027 and the 52-plane target to late 2027. Additionally, Boeing lowered its 2029 free cash flow guidance to $10 billion from Wall Street's $12.5 billion estimate, causing shares to plummet 10.7% on October 27.