In 2025 Boeing delivered 537 aircraft in the first 11 months, surpassing the 528 deliveries in 2023 and the 348 in 2024, positioning it for its strongest year since the 806 jets handed over in 2018. Production stabilized after safety-related slowdowns, with the FAA raising the monthly cap on 737 Max output from 38 to 42 in October. Boeing expects to hit the 42-per-month 737 Max rate by early 2026 and to ramp 787 Dreamliner output to eight units per month. Under CEO Kelly Ortberg, manufacturing improvements have reduced out-of-sequence work and bolstered training, contributing to the turnaround. Strong demand is evidenced by 1,000 gross orders logged through November, outstripping Airbus’s 797, and supporting analyst forecasts for Boeing’s return to full-year profitability this year.

In the final week of 2025, Boeing’s Defense, Space & Security unit won four Pentagon awards totaling up to $17.5 billion, with $12.8 billion confirmed. The largest are an $8.6 billion contract to deliver up to 50 F-15IA fighters to Israel and a $4.2 billion agreement for E-4B airborne command post logistics services through September 2026. Additional awards include $2.7 billion for Apache helicopter support and $2.0 billion for B-52 engine replacements. These service and sustainment contracts, which often yield higher margins than new-aircraft builds, underscore global services as Boeing’s most profitable segment, posting an 18.6% operating margin on $15.7 billion in 2025 revenue. With the commercial aircraft division still rebuilding, these defense and services inflows are pivotal to Boeing’s financial recovery.