BOEING (BA) Company Report

Delta placed its first direct order for 30 Boeing 787-10 jets, with options for up to 30 additional Dreamliners to support its long-haul international expansion.
The 787-10 variant features 336-passenger capacity and 25% lower fuel use per flight versus the aircraft it replaces, enhancing cost efficiency and passenger comfort.
This purchase increases Delta’s firm Boeing order book to 130 aircraft, including 100 737-10 jets, bolstering the airline’s fleet modernization program.
The deal reinforces Boeing’s commercial backlog and supports U.S. aerospace manufacturing jobs across its production system and supply chain.

6 days ago

Boeing and Aviation Capital Group order 50 737 MAX jets

New Projects/Investments

Aviation Capital Group places a firm order for 50 Boeing 737 MAX aircraft (25 737-8 and 25 737-10), its single largest 737-10 commitment to date.
The purchase increases ACG’s 737 MAX order book to 121 aircraft, including 50 firm 737-10s, with deliveries scheduled from 2026 through 2033.
Lessors have now ordered nearly 1,300 737 MAX jets, representing 20% of the total 737 MAX backlog, underscoring sustained demand for the type.

6 days ago

Boeing secures order from ACG for 50 737 MAX jets

New Projects/Investments

Aviation Capital Group orders 50 Boeing 737 MAX jets (25 737-8 and 25 737-10) for delivery in 2032–2033.
This increases ACG’s 737 MAX backlog to 121 aircraft.
The 737-8 seats up to 189 passengers (range 3,500 nm) and the 737-10 seats up to 230 passengers (range 3,100 nm).
All jets will be powered by LEAP-1B engines, delivering 20% fuel savings and a 50% smaller noise footprint versus prior models.

6 days ago

Boeing reports surge in 2025 deliveries and net orders

Boeing shares rose about 2% after reporting 160 fourth-quarter deliveries and 600 total commercial airplane handoffs in 2025.
The company secured 1,075 net orders (1,175 gross) in 2025, surpassing Airbus’s 889 net orders on a net basis.
Key wins included Delta’s 30-jet 787-10 order (plus options for 30), Alaska’s up-to-145 aircraft deal, and ACG’s 50-jet 737 MAX purchase (25 737-8 and 25 737-10).
Boeing still trailed Airbus in actual deliveries, with 600 versus 793, underscoring certification and manufacturing ramp-up challenges.
The defense, space and security segment delivered 37 aircraft in Q4 2025, reaching 131 for the full year.

6 days ago

Boeing lands 110-jet order from Alaska Air Group

New Projects/Investments

Alaska Air Group placed its largest-ever order with Boeing for 105 737-10s and 5 787-10 Dreamliners, plus options for 35 additional 737-10s, bringing its Boeing backlog to about 245 aircraft.
The 737-10s will replace older narrowbodies on high-demand U.S. routes, while the 787-10s enable long-haul expansion to Europe and Asia under the “Alaska Accelerate” growth strategy.
Deliveries are projected to begin in 2027 pending FAA certification of the MAX-10, locking in production slots into the early 2030s.
The order supports Alaska’s fleet growth from roughly 413 aircraft today to over 475 by 2030 and 550 by 2035.

Jan 7, 2026, 2:04 PM

Boeing and Alaska Airlines announce largest airplane order

New Projects/Investments

Boeing and Alaska Airlines unveiled Alaska’s largest-ever airplane order, comprising 105 737-10 jets with options for 35 more of the 737 MAX variant and five 787 Dreamliners to support network growth.
The order raises Alaska’s 737 MAX backlog to 174 aircraft and its 787 Dreamliner order book to 12, underpinning expansion into high-density domestic routes and long-haul international markets.
This transaction aligns with Alaska Air Group’s “Alaska Accelerate” strategic plan to modernize its fleet with the most fuel-efficient, state-of-the-art aircraft and drive sustained growth.

Jan 7, 2026, 2:02 PM

Boeing named top pick for 2026 by Dan Niles

Dan Niles cites Boeing’s $600 billion backlog—about seven times this year’s revenues—for long-term visibility into order conversion.
Secular tailwinds from defense and infrastructure spending, including the U.S. “Golden Dome” initiative and NATO’s raised defense targets, could boost Boeing’s military business.
Niles projects Boeing could reach $10 billion in free cash flow by the end of the decade amid improving cash flow prospects.
Analysts expect a fourth-quarter loss of $0.37 per share, a year-over-year swing of roughly 93.7%.
Boeing’s stock has rallied 60% from its year-to-date low, and Wall Street’s consensus is a Strong Buy (14 Buys, 2 Holds, 1 Sell).

Dec 31, 2025, 4:32 PM

Boeing seeks FAA exemption for 777 freighters

Boeing has asked the FAA for a temporary exemption from new international greenhouse-gas rules effective end of 2027 to continue producing the current 777 Freighter model.
The company requested permission to build up to 35 additional 777Fs from 2028 while its next-generation freighter variants await certification.
Boeing warned that halting 777F sales could cost over $15 billion in U.S. export value, noting each 777F contributes about $440 million at catalog value to trade.
The firm seeks a regulatory decision by May 1 and expects the first 777-8 Freighter delivery around 2029, roughly two years after the 777-9 passenger variant in 2027.

Dec 19, 2025, 7:29 PM

Boeing and RAAF achieve CCA missile fire from MQ-28 Ghost Bat

Product Launch

New Projects/Investments

Boeing and RAAF’s MQ-28 Ghost Bat executed the first autonomous air-to-air missile engagement, destroying a fighter-class target drone with an AIM-120 missile.
The exercise showcased crewed-uncrewed teaming, with the MQ-28, E-7A Wedgetail and F/A-18F Super Hornet sharing targeting data and authorization procedures.
Mission autonomy solution was developed and fielded in under eight months using open architectures and a digital ecosystem.
The operation was a collaborative effort among Boeing, the RAAF, U.S. Air Force and industry partners.

Dec 9, 2025, 5:07 AM

Boeing completes acquisition of Spirit AeroSystems

M&A

Boeing on December 8, 2025 completed its acquisition of Spirit AeroSystems, integrating its commercial and aftermarket operations into Boeing Commercial Airplanes and Global Services.
Spirit Defense is established as an independent subsidiary under Boeing Defense, Space & Security to maintain continuity of U.S. defense and space program support.
The deal brings fuselage production for the 737 program and major structures for the 767, 777, and 787 Dreamliner in-house, and expands Boeing’s spare parts, maintenance, repair, and overhaul services.
Approximately 15,000 Spirit AeroSystems teammates across Wichita, Dallas, Tulsa, and Prestwick will join Boeing.

Dec 8, 2025, 9:12 PM