New York, January 13, 2026, 18:05 EST — After-hours
- Boeing shares climbed following new delivery figures and a string of aircraft orders
- Delta placed an order for as many as 60 787 Dreamliners; Aviation Capital Group committed to purchasing 50 737 MAX jets
- Investors are turning to Boeing’s Jan. 27 earnings report for clues on 2026 production and cash flow
Boeing shares climbed 1.9% to $244.55 late Tuesday, buoyed by delivery figures and new aircraft orders that suggested progress in its production rebound. The stock fluctuated between $238.69 and $247.39 during the session.
These updates are crucial as Boeing looks to boost deliveries and generate cash flow, following years of disruptions that have strained production and increased debt. Traders are closely watching to see if the company can raise output without sacrificing quality.
It comes as airlines and lessors place orders for long-dated jets, signaling demand remains strong despite Boeing grappling with regulatory and production challenges.
Boeing reported delivering 160 commercial jets in the fourth quarter, reaching 600 for the entire year of 2025. The total shipments included 447 737s and 88 787 Dreamliners. The company noted that delivery figures remain provisional until they release quarterly financial results. (MediaRoom)
Reuters reported that Boeing’s deliveries in 2025 jumped 72%, with the company securing 1,175 gross orders and 1,075 net after cancellations—“net” meaning orders minus cancellations—surpassing Airbus’ 889 net orders. Despite this, Airbus still delivered more planes, tallying 793 jets, according to Reuters. Boeing’s December deliveries reached 63, marking its busiest month since 2023. “Boeing’s booming order book is a vote of confidence that the turnaround is real,” said Scott Hamilton, aerospace analyst and consultant at Leeham Co, Reuters noted. (Reuters)
Delta Air Lines has placed an order for 30 Boeing 787-10 jets, with options to purchase 30 more, Boeing announced. “Delta is building the fleet for the future,” said Delta CEO Ed Bastian. Boeing Commercial Airplanes chief Stephanie Pope called the 787-10 “a perfect fit” for Delta’s international expansion. (Boeing Investors)
Delta’s 787-10 deliveries are set to start in 2031, Reuters reported. Bastian emphasized the airline’s desire to steer clear of dependence on one supplier, saying, “It’s pretty tough to operate…being reliant on only a single-source provider.” (Reuters)
Aviation Capital Group placed an order for 50 737 MAX jets, split evenly between 25 737-8s and 25 737-10s, with deliveries set for 2032 and 2033, the lessor announced. “This order strengthens the strategic value of ACG’s orderbook,” said Thomas Baker, ACG’s chief executive and president. (Aviation Capital Group)
Boeing reported that the ACG deal boosts the lessor’s 737 MAX order tally to 121 aircraft, with 50 firm orders specifically for the 737-10. Brad McMullen, a Boeing sales executive, described the bigger 737-10 order as a sign of “strong confidence in the airplane.” Boeing added that lessors have placed orders for nearly 1,300 737 MAX jets, which accounts for about one-fifth of the model’s total backlog. (MediaRoom)
Yet, the order headlines don’t erase Boeing’s execution risks. Any hiccup in production, delivery holds, or certification delays on newer MAX variants could push cash inflows further down the line. Airlines also retain the option to defer or cancel jets if travel demand weakens.
Boeing plans to release its fourth-quarter results on January 27. CEO Kelly Ortberg and CFO Jay Malave are set to hold a conference call at 10:30 a.m. ET. Investors will focus on any updates to delivery goals and cash flow forecasts for 2026. (Boeing Investors)
