Rail deliveries of Boeing 737 MAX fuselages from Spirit AeroSystems appeared to slow in March 2026, according to analysis performed by BNP Paribas Equity Research.
On April 1, 2026, BNP Paribas Equity Research said that through March 2026, it counted 38 737 fuselages being transported from the Spirit base in Wichita to Boeing’s final assembly facility in Renton.
The research firm added that the 38 deliveries were slightly below Boeing’s target production rate at 42 per month.
“We believe our data is a good indicator of production over the longer-term but may not match up with BA’s production month to month,” said a spokesperson for BNP Paribas Equity Research.
Similar analysis for February 2026 suggested that 40 fuselages were transported by rail, which given the shorter month is roughly equivalent to Boeing’s target rate at 42 per month.
In early March 2026, Boeing released its official delivery and order figures confirming that the planemaker delivered 51 commercial aircraft in February 2026, including 43 737 MAX jets.
Boeing is currently increasing its delivery output to 42 aircraft a month after it was capped at 38 by the Federal Aviation Administration (FAA).
The restriction was imposed in early 2024 following the Alaska Airlines door plug incident, which prompted the FAA to tighten oversight of Boeing’s manufacturing processes and quality control systems.
In a setback on March 10, 2026, Boeing flagged a wiring issue that the company said could slow some first-quarter deliveries while repairs are completed.
Katie Ringgold, Vice President and General Manager for the 737 program, said Boeing had paused “ticketing and deliveries” as it worked through the problem. It remains to be seen how this issue affected production during final assembly in March 2026.
Additionally, BNP Paribas Equity Research said it had been tracking flights of Boeing’s specially modified Dreamlifter fleet, which delivers aircraft components for 787 Deamliner production.
“We count 94 Dreamlifter flights in March, which we estimate implies production near Boeing’s target at 8/month,” added the BNP Paribas Equity Research spokesperson.
