Spirit AeroSystems' 737 MAX fuselage rail deliveries slowed in March 2026, BNP Paribas warns
BNP Paribas Equity Research finds Spirit AeroSystems' rail deliveries of 737 MAX fuselages slowed in March 2026; the bank says the reduction, if sustained, could create short-term constraints on Boeing's MAX throughput and delivery pacing. The note highlights near-term supply‑chain risk to production.