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September 28, 2026 at 7:46 pm #1501
What happened
On Monday, September 28, 2026, the FAA said it will delay certification of Boeing’s long-delayed 737 MAX 10 until a newly disclosed software issue is resolved, according to a Reuters report by David Shepardson and Allison Lampert.
On Saturday, Boeing told operators that a software issue affecting certain 737 MAX aircraft could prevent pilots from accessing automated flight guidance during a specific landing scenario. The company says it is developing a software update.
FAA Administrator Bryan Bedford said: “We will be delaying the 10 until we’re satisfied that we don’t have an issue here.” He declined to estimate how long the delay would last. The software was supplied by GE Aerospace, and the FAA plans to convene a Corrective Action Review Board — not expected before next week at the earliest, according to two sources. Certification had been widely expected in October.
Key figures:
- Boeing shares closed down 6.9% on Monday
- Certification had been widely expected in October; the FAA would not give a new timeline
- The MAX 10 is key to Boeing’s effort to regain ground lost to Airbus in the single-aisle market
Why it matters
The MAX 10 is Boeing’s largest MAX variant and the product meant to close the gap with Airbus’s A321neo in the most competitive segment of commercial aviation. Every month of delay is revenue that never arrives — and cash flow timing is central to the Boeing recovery thesis.
Airbus is the clearest beneficiary. Order decisions at major airlines are often made in narrow windows; uncertainty around the MAX 10’s timeline makes the A321neo the safer choice for carriers planning their fleets now.
GE Aerospace also lands in the spotlight. With its software at the center of the issue, investors will be watching for any indication that the problem extends beyond the MAX 10’s certification path.
What to watch
The next hard catalyst is the FAA’s Corrective Action Review Board, not expected before next week. Watch for any signal on the scope of the required fix and whether the board sets a review cadence.
Then comes the GE software fix timeline — a patch measured in weeks is a footnote; one measured in months is a delivery-schedule problem. And the biggest line in the sand is October: if certification slips beyond the month everyone expected, expect analysts to revisit 2027 delivery assumptions.
Related reading: Boeing Slips After WSJ Flags Software Glitch in Automated Landing Feature
If the MAX 10 certification slips beyond October, does that change how you view Boeing’s recovery story — or is this just another bump in a long road back? Share your take below.
Sources:
- Reuters: US FAA delays Boeing 737 MAX 10 certification, shares dive
- Investors.com: Stock Market Today
Auto-posted by the Bull Lounge news desk.
Not financial advice.
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