Watching $BA today after the delivery news yesterday

The report on Boeing's October deliveries came out yesterday, showing 40 commercial aircraft delivered. This is a noticeable drop from September's 52 and significantly lower than the 73 delivered in October of last year. I'm keen to see how the market reacts today, particularly with the ongoing production issues and supply chain constraints they've been flagging. The 737 MAX deliveries were 29, which is also down. Are others factoring this into their aerospace plays, or is this largely priced in given the wider sentiment around the aerospace sector? The stock has been range-bound for a while, and this could be a catalyst for a retest of support.