Boeing Nets 1,075 Orders Worth $114.6B and Eyes 700 Jet Deliveries in 2026

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Boeing ended 2025 with 1,075 net orders worth $114.6B and delivered 175 jets in December, its highest annual delivery pace since 2018. The company targets 700 jet deliveries in 2026 by raising 737 MAX and 787 production rates.

1. FAA Confirms MAX 7 and MAX 10 Certification Path Clear

On January 21, the head of the Federal Aviation Administration asserted that the agency is not impeding certification of the Boeing 737 MAX 7 and MAX 10 variants. In a statement to industry stakeholders, the FAA chief emphasized that technical reviews are progressing on schedule, with final safety assessments expected in the second quarter. Boeing engineers have submitted all required documentation under the FAA’s Organization Designation Authorization program, and no additional data requests have been issued since December 2025.

2. Record 2025 Order Inflow and Delivery Ramp-Up Signal Production Recovery

Boeing closed 2025 with its strongest annual order intake since 2018, booking net orders for 1,075 jets valued at $114.6 billion. December alone saw 175 new commitments, led by a major airline placing 50 737 MAX jets. The company also recorded its highest annual deliveries in seven years, supported by gradual rate increases on the 737 MAX line and early signs of stabilization on the 787 program. Management projects a sustainable delivery rate that could reach 700 commercial airplanes in 2026, driven by factory upgrades in Renton and Charleston.

3. UBS Notes Strengthening 787 Production Momentum

UBS analysts reported a 69% year-over-year increase in Dreamlifter cargo flights over the 30-day period ending January 9, tracking closely with higher 787 assembly rates. Following the typical year-end slowdown, early January data showed a rebound in wing component shipments to Boeing’s North Charleston facility. UBS raised its 2026 delivery forecast for the 787 program by 15%, citing a clearer supply-chain outlook and improved floor space utilization in final assembly.

4. Ethiopian Airlines Expands Fleet with Nine 787 and Eleven 737 MAX Jets

On January 20, Boeing and Ethiopian Airlines finalized orders for nine 787-9 Dreamliners and 11 additional 737 MAX aircraft, boosting the carrier’s backlog by 20 jets. Ethiopian, which serves 145 international destinations, will deploy the new 787-9s on long-haul routes to Europe, Asia and North America. Boeing highlights that the 787 family cuts fuel use and emissions by 25% compared with predecessor models, a key factor in Ethiopian’s sustainability strategy. Both deals were signed in December 2025 and underscore Boeing’s strength in emerging-market growth corridors.

Sources

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