Tory Bruno Leaves ULA After 12-Year Tenure to Head Blue Origin Security Group

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Tory Bruno, after nearly 12 years leading United Launch Alliance (a Boeing-Lockheed JV), resigned to become president of Blue Origin’s newly formed National Security Group. His departure removes ULA’s long-standing CEO and could shift competitive dynamics in ULA’s Vulcan Centaur program, impacting Boeing’s launch services business.

1. Delta Air Lines Restarts Widebody Fleet Renewal with Thirty 787-10s

On January 13, Boeing and Delta Air Lines announced a firm order for 30 of the largest 787 Dreamliners, the 787-10 variant, marking Delta’s first direct widebody purchase in nearly a decade. Each aircraft seats up to 336 passengers and consumes 25% less fuel per seat than the models being replaced. Delta’s total Boeing order book now stands at 130 jets, including 100 narrowbody 737-10s. Delta forecasts that the new widebodies will support transatlantic and South American network growth and deliver lower operating costs and enhanced passenger comfort, with features such as the Dreamliner’s signature large windows and improved cabin pressurization.

2. Aviation Capital Group Boosts 737 MAX Order Book with Fifty Jets

Aviation Capital Group, one of the world’s leading aircraft lessors, finalized an order for 50 Boeing 737 MAX jets—25 of the 737-8 and 25 of the larger 737-10—to deliver between 2026 and 2033. This transaction raises ACG’s total 737 MAX backlog to 121 aircraft, the largest for any lessor, and underscores continued strong demand for single-aisle fuel-efficient models. The 737-8 offers up to 189 seats and a range of 3,500 nautical miles, while the 737-10 carries up to 230 passengers over 3,100 nautical miles. Each MAX delivers a 20% reduction in fuel burn and carbon emissions versus the aircraft it replaces.

3. Boeing Targets Highest Annual Deliveries Since 2018 as Production Caps Rise

Boeing is on track to deliver its greatest number of commercial airplanes in a single year since 2018, closing out 2025 with more than 600 units expected, a milestone driven by increased output of 737 MAX and 787 Dreamliner families. The Federal Aviation Administration has raised the 737 MAX production ceiling to 42 aircraft per month, with plans to reach 47 by mid-2026. Meanwhile, Boeing’s backlog stands at $535 billion, supported by customer commitments across over 4,000 unfilled orders. The company’s recent acquisition of a major composites supplier is poised to bolster cash generation and streamline supply-chain performance as Boeing pursues a return to profitability in 2026.

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