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With 78 percent of ratings bullish, 171 deliveries in Q2 and FAA self-certification restored, Boeing's recovery case rests on harder evidence than it has in years.

Boeing delivered 53 jets in July, down from 64 in June, while Airbus handed over 67 planes in the same month.

Boeing delivered 39 737 MAX jets in July, missing its 42-unit monthly production target as it pushes toward higher output goals later this year.