New York, Jan 14, 2026, 11:05 EST — Trading in regular session.
- Boeing shares dipped in late morning trading, erasing some of their recent gains.
- Delta and Aviation Capital Group unveiled fresh orders for Boeing widebodies and 737 MAX jets.
- Investors are focused on Boeing’s Jan. 27 earnings, searching for signs on cash flow and production.
Boeing shares slipped roughly 1.3% to $241.43 on Wednesday, following a $244.55 close the previous day. The SPDR S&P 500 ETF fell about 0.9% during the same session.
Investors have focused on one key issue: whether Boeing can convert its larger backlog into consistent deliveries, all while avoiding further production hiccups.
Orders lay out the runway, but investors remain fixated on free cash flow — the money left after covering costs and capital expenses. That hinges largely on Boeing’s ability to deliver jets on schedule.
Boeing announced that Delta Air Lines has placed its first direct order for up to 60 787 Dreamliners, the twin-aisle jets designed for long-haul flights. The deal includes 30 firm orders for 787-10s, with options for 30 more. Boeing said deliveries are scheduled to start in 2031, boosting Delta’s confirmed Boeing order book to 130 aircraft. “Delta is building the fleet for the future,” CEO Ed Bastian said. 1
Boeing and Aviation Capital Group announced a fresh order for 50 737 MAX jets — split evenly between 25 737-8s and 25 737-10s — with deliveries scheduled from 2026 through 2033. “This order for additional 737 MAX aircraft enhances the strategic value of ACG’s orderbook,” said ACG CEO Thomas Baker. Boeing’s senior vice president Brad McMullen added the deal “reflects strong confidence” in the 737-10. 2
Boeing reported 160 commercial aircraft deliveries in the fourth quarter, with 117 737s and 27 787s among them, totaling 600 for the year. The company noted these numbers are preliminary until the quarterly financial results come out. 3
Deliveries surged 72% in 2025, reaching 600 aircraft, while net orders after cancellations hit 1,075—outpacing Airbus for the first time in seven years, Reuters reported. Boeing’s finance chief told investors to expect positive cash flow in 2026, driven by the uptick in jet deliveries. “Boeing’s booming order book is a vote of confidence from airlines and aircraft lessors,” said Scott Hamilton, aerospace analyst and consultant at Leeham Co. 4
Airbus, Boeing’s chief competitor, reported delivering 793 commercial aircraft in 2025, alongside 889 net orders after cancellations, the European manufacturer announced this week. The company plans to release its full-year financial results on Feb. 19. 5
But the risk remains: large widebody orders are slated for delivery years down the line, and any hiccup in production scaling or certification could delay cash inflows once more—right when investors are shifting from patience to proof.
Boeing is set to announce its fourth-quarter results Tuesday, Jan. 27, followed by a conference call at 10:30 a.m. ET. Investors will focus on any news about production pace, cash flow, and the delivery schedule for 2026. 6
