SEATTLE— Boeing signaled renewed confidence in its commercial aircraft business as it prepares for 2026, outlining higher production and delivery expectations across its key narrowbody and widebody programs.
The remarks came during a UBS investor conference, where Chief Financial Officer (CFO) Jay Malave highlighted the company’s improving momentum and strengthening operational outlook.
Boeing’s Delivery Outlook for 2026
Boeing stated that deliveries for its 737 and 787 programs will increase in 2025, driven by improvements in factory productivity and stabilized supply chain performance.
Malave said that the company has clear visibility into ramp-up targets, adding that Boeing intends to “increase deliveries” as it moves toward 2026.
He also reaffirmed that the 737-10 certification remains scheduled for late 2026, despite the model being years behind its original timeline. The certification, once secured, will allow Boeing to expand its MAX portfolio and support future production volumes.
This program remains central to Boeing’s narrowbody strategy, which aims to capture rising global demand for fuel-efficient aircraft.
Financial Momentum
Boeing’s stock surged more than 10% following Malave’s remarks, reflecting renewed investor confidence in the company’s long-term performance.
The CFO said the higher delivery totals would act as a major driver of cash flow, with Boeing now expecting positive free cash flow in the “low single-digit billions” next year.
Malave added that the company anticipates a significant boost to cash margins through 2030 as operational efficiency continues to improve. Boeing has not recorded a full-year profit since 2018, making this projection a notable indicator of its planned recovery.
The company has already shown signs of financial stabilization, reporting that strong jetliner deliveries in October returned it to cash-positive territory for the first time in nearly two years.
Market Recovery
Boeing’s latest update comes as the manufacturer continues to recover from a period of heightened oversight, including investigations into a January 2024 incident involving a door plug on a 737 MAX 9.
Despite these challenges, the company’s improved factory output, regulatory progress, and rising delivery totals have helped rebuild commercial momentum.
CEO Kelly Ortberg said earlier this year that Boeing has begun to make structural improvements across its operations, including reducing quarterly losses.
October’s delivery performance marked Boeing’s strongest monthly pace of 2025, putting it on track for its best annual total since 2018.
The Federal Aviation Administration has also lifted certain restrictions, once again allowing Boeing to sign off on completed 737 MAX and 787 Dreamliner units prior to customer delivery.
Bottom Line
Boeing’s projected rise in 737 and 787 deliveries, combined with expected improvements in cash flow and productivity, underscores an increasingly optimistic outlook for 2025 and beyond.
While certification timelines and regulatory oversight remain key challenges, the company’s strengthened delivery cadence and financial momentum suggest Boeing is positioning itself for meaningful recovery heading into 2026.
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