Jim Cramer, former hedge fund manager and host of CNBC’s Mad Money, named Boeing the stock he most wanted to own entering 2026. In a January 13 post on X, he revealed Boeing is a “huge position” in his charitable trust, praising CEO Kelly Ortberg for securing a landmark order from a major U.S. carrier that promises “tremendous margins.” Cramer noted that shares have climbed 43% over the past year, underscoring his confidence through periods of industry uncertainty and regulatory scrutiny.

In its January 13 release, Boeing reported fourth-quarter deliveries of 160 commercial airplanes, bringing full-year output to 600 units—the highest annual total since 2018. The breakdown included 117 of the narrow-body 737 series, 10 units of the 767, six of the 777 and 27 Dreamliners. On the defense side, the company delivered 131 aircraft and satellites across programs such as Apache helicopters, Chinooks, P-8 maritime patrol jets and civil satellites, reinforcing the diversified nature of Boeing’s delivery pipeline.

For the first time since 2018, Boeing logged 1,173 net orders last year, surpassing Airbus’s 889 net bookings. December alone saw 63 jetliner deliveries, contributing to the 600 airplanes handed over in 2025 versus Airbus’s 793. Supply-chain constraints remain a challenge, but Boeing’s order momentum—bolstered by deals such as a 60-aircraft commitment from a leading U.S. carrier—positions the company to continue restoring its backlog and cash flow profile.