Boeing closed 2025 with its strongest annual delivery performance since 2018, logging 715 commercial jets delivered and securing net orders for 1,075 aircraft valued at $114.6 billion. December alone saw 175 new orders, driven primarily by Alaska Airlines commitments, underscoring sustained demand for the 737 MAX and 787 Dreamliner families. The company has outlined a ramp-up plan targeting a delivery rate of 700 jets in 2026, supported by incremental increases in both 737 MAX and 787 production rates and a stabilizing supply chain.

On January 21, the head of the Federal Aviation Administration clarified that the agency is not the impediment to securing type certification for the 737 MAX 7 and MAX 10 variants. This statement follows Boeing’s submission of final compliance packages and reflects ongoing technical reviews focused on flight-control software updates and structural fatigue testing. An accelerated issuance of certificates could enable first deliveries of the MAX 7 by mid-2026, assuming no further technical findings.

UBS analysts report a 69% year-over-year increase in Boeing Dreamlifter cargo flights over the 30 days ending January 9, a leading indicator for 787 assembly activity. This uptick follows the customary year-end slowdown and suggests a rebound in component throughput from key suppliers in North Carolina and Italy. Analysts estimate that the 787 production rate has climbed from 2 to 3 frames per month, positioning Boeing to meet customer delivery schedules and reduce the backlog of undelivered Dreamliners.