Boeing secured an order for 110 aircraft from Alaska Airlines—its largest single customer purchase to date—including 105 of the yet-to-be-certified 737-10 variant and five 787 Dreamliners. The deal preserves delivery slots through 2035, locking in production capacity at Boeing’s Renton and Everett facilities. With this award, Boeing’s commercial backlog now exceeds 5,900 airplanes, representing roughly $636 billion in future revenue, and underpins a production cadence that supports revenue visibility over the next decade.

Despite the door-plug detachment on an Alaska-operated 737 Max 9 in early 2024, Alaska’s willingness to commit to its largest fleet order ever signals restored trust in Boeing’s quality controls and leadership changes. The agreement includes options for an additional 35 737-10s exercisable through the same delivery window, underscoring Alaska’s strategic decision to partner with Boeing on both fleet renewal and expansion. Boeing Commercial Airplanes CEO Stephanie Pope highlighted the order as proof of the company’s improved manufacturing processes and safety culture.

The multi-year delivery schedule—beginning with 737-10 shipments in 2027 upon FAA certification—extends Boeing’s revenue tail into the mid-2030s, offering investors greater earnings predictability. Analysts expect the firm to report these sales as part of its upcoming fourth-quarter 2025 earnings release on January 27, when CFO Jay Malave will likely revise full-year guidance upward. The strengthened backlog and secured production slots also enhance Boeing’s ability to manage supply-chain inflation and capital allocation, factors critical to maintaining its recent stock outperformance.