Boeing Books 10 Firm Air Cambodia 737-8 Jets, Sees FY2025 Revenue Surge 56.8%

BABA

Boeing secured a firm order for 10 737-8 jets with options for 10 more from Air Cambodia, expanding its backlog toward 6,100 aircraft valued at $700 billion. The company reported FY2025 revenue up 56.8% year-over-year on robust commercial aircraft demand.

1. Air Cambodia Places Landmark 737 MAX Order

Boeing and Air Cambodia signed an agreement at the Singapore Airshow for up to 20 737 MAX aircraft, marking the Cambodian carrier’s first purchase of Boeing airplanes. The deal includes a firm order for 10 737-8 jets, with options for 10 more, and equips Air Cambodia to carry up to 178 passengers in a two-class cabin on flights up to 3,500 nautical miles. The 737-8’s 20% reduction in fuel consumption and emissions compared with the airline’s current fleet supports Air Cambodia’s plans to launch direct services across North and Southeast Asia. The order, previously unlisted on Boeing’s Orders and Deliveries site, underscores the region’s growing demand for single-aisle, fuel-efficient aircraft.

2. Boeing and GE Flag Potential 777X Engine Seal Concern

Bloomberg News reported that Boeing and General Electric have identified a possible durability issue involving a seal on the GE9X engines that will power the 777X. The concern emerged during recent factory acceptance tests and could require additional inspection protocols before the aircraft enters service. With more than 350 777X jets on backlog and first deliveries scheduled later this year, Boeing has formed a joint task force with GE to validate seal performance under extended operating cycles. Any corrective measures could delay the program’s entry into service and affect production pacing at Boeing’s Everett facility.

3. Air India Grounds Boeing 787 After Fuel Control Switch Report

Air India grounded one of its 33 Boeing 787 Dreamliners after a pilot reported a possible defect in the aircraft’s engine fuel control switch following a flight from London to Bengaluru. The fuel control switches regulate flow into the engines and were linked to a fatal Dreamliner crash in Gujarat last year that killed 260 people. Air India notified India’s Directorate General of Civil Aviation and is working with Boeing to investigate the switch mechanism. The carrier has previously inspected all 787 fuel control switches under a regulator directive and found no anomalies until this latest incident.

4. Boeing Reports Robust Q4 and Full‐Year 2025 Performance

Boeing reported a 56.8% year-over-year revenue gain in its fourth quarter, driven by strong commercial aircraft deliveries and defense services. The company achieved record deliveries in Q4, boosting its total 2025 deliveries to over 800 aircraft. Boeing’s backlog stands at more than 6,100 jets, valued at approximately $700 billion, with single-aisle models comprising over 80% of open orders. Management highlighted improved cash flow, a strengthening defense order book and continued margin expansion, supporting a reassessment of Boeing’s valuation relative to industry peers.

Sources

SFRNP