BofA notes that this aligns with Boeing's typical end-of-quarter delivery push, a trend often observed in March. While 737 production started strong in early March, BofA expects final monthly production to settle in the low to mid-twenties range, similar to January levels. The recent fire at SPS Technologies, which manufactures aerospace components, remains a potential long-term concern, says BofA. However, analysts believe Boeing's accumulated inventory should mitigate any immediate production disruptions. For the 787 program, no deliveries have been recorded so far in March, but AAP/AIR expects five by month-end, matching January's total. "Additionally, it expects at least four rollouts for the full month, one unit below February's numbers and Boeing's stated rate of five," the note states.