Boeing’s steady production improvement enhances stability across the aerospace supply chain, Fitch Ratings says.
An increase in aircraft deliveries bolsters confidence among suppliers and airlines, provides greater certainty for fleet planning and aircraft financing and contributes to a more predictable operating environment for the sector, it said.
Boeing’s operational progress is gaining traction following the resolution of the 2024 machinist strike, management changes and increased production oversight. 737MAX production rates have climbed into the mid-30s per month, and Fitch expects it to reach 38 per month in the third quarter of 2025. The clearance of legacy inventory, with 10-15 previously built aircraft delivered each month, has provided a near-term boost to cash generation and working capital efficiency, while freeing up resources for production improvements. These operational milestones, along with the $24 billion equity raise and the pending $10.55 billion sale of Jeppesen, provide Boeing with greater financial flexibility to manage its backlog and future investments, Fitch Ratings said.
Seafarers detained in connection with their professional duties must be treated fairly and with dignity, with full respect for their human rights, high-level participants from the International Maritime Organization, the International Labour Organization, the International Chamber of Shipping and the International Transport Workers’ Federation urged, after a joint event at the IMO headquarters in London, on June 16. Participants urged commitment to due process and the fair treatment of seafarers to enable them to be swiftly repatriated to their families, in accordance with the IMO/ILO guidelines, acknowledging that unfair criminalisation of seafarers continues to be a matter of significant concern to seafarers and the wider industry, and reduces industry confidence.
“Global trade depends on the people — the seafarers — who are onboard ships day in, day out. The well-being of seafarers must remain a shared global priority. Stronger legal protections, increased awareness and continued collaboration across the maritime community are essential,” said IMO Secretary-General Arsenio Dominguez.
Published on June 29, 2025
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