NEW YORK, January 13, 2026, 13:11 EST — Regular session
Boeing shares climbed 2.2% to $245.10 in early afternoon trading Tuesday, boosted by a significant surge in 2025 jet deliveries. The planemaker also secured fresh orders for both its 737 MAX and 787 Dreamliner models.
For Boeing, delivery numbers directly reflect cash flow. The company has spent years grappling with safety and quality issues that dragged down output, strained suppliers, and made investors zero in on when production will reliably convert into steady cash generation once more.
Airlines remain on the hunt for capacity, particularly on long-haul flights, while Boeing is under pressure to meet its delivery targets. Traders are eyeing whether a busier order book translates into fewer cancellations and steadier factory output.
Boeing reported delivering 160 commercial airplanes in Q4, pushing its total deliveries for 2025 to 600. The defense, space and security segment added 37 deliveries in the quarter, bringing its annual total to 131. The company cautioned these numbers aren’t final until the quarterly financial results come out.
Boeing secured 1,175 new aircraft orders in 2025, or 1,075 net after cancellations, surpassing Airbus’s 889 net orders for the first time since 2018, Reuters reported. Airbus, however, still delivered more jets last year — 793 compared to Boeing’s 600 — highlighting that Boeing remains behind on production despite the boost in orders. “Boeing’s booming order book is a vote of confidence from airlines and aircraft lessors that the company’s turnaround is real,” said Leeham Co analyst Scott Hamilton. Bloomberg Intelligence’s George Ferguson flagged certification progress on the long-delayed 737 MAX 10 as a crucial near-term focus. Reuters
Delta Air Lines announced an order for 30 Boeing 787-10 Dreamliners, with options to purchase 30 more. Deliveries are set to start in 2031, signaling a stronger focus on premium long-haul flights. CEO Ed Bastian noted the deal reduces reliance on a single supplier, as Delta’s recent widebody fleet choices have mostly favored Airbus jets, which are typically used for longer international routes.
Aviation Capital Group, which buys aircraft to lease to airlines, has placed an order for 50 Boeing 737 MAX jets — split evenly between 25 of the 737-8 and 25 of the larger 737-10. This brings their total 737 MAX backlog to 121 planes. “ACG’s expanded order for the 737-10 reflects strong confidence in the airplane and its appeal to the lessor’s customers worldwide,” said Boeing’s commercial sales chief Brad McMullen in a statement. PR Newswire
Net orders exclude cancellations, offering investors a clearer picture of demand that should translate into revenue. For Boeing, the product mix plays a big role: the narrow-body 737 MAX, a single-aisle jet designed for short- and medium-haul routes, fuels volume. Meanwhile, the 787 delivers higher-value sales but faces its own supply-chain challenges.
The pipeline pays off only if Boeing maintains stable factory output and satisfies regulators on quality controls. Any hiccup in production or another delay in certifying the MAX 10 could push deliveries—and cash flow—even further down the line.
On Tuesday, the stock fluctuated between $238.69 and $247.39, following a close of $239.81 in the previous session.
Investors are eyeing Boeing’s fourth-quarter earnings on Jan. 27 for updates on 2026 delivery goals and free cash flow—that’s the cash remaining after capital expenses—plus any new info on certification schedules and supplier bottlenecks. Boeing has set a conference call for 10:30 a.m. ET.
