Boeing Shares Rise 10% On Outlook For Higher 737 And 787 Deliveries And 2026 Certification Timeline

Boeing signaled confidence as it closes the year and prepares for 2026, with Chief Financial Officer Jay Malave telling a UBS conference on Tuesday that deliveries of both the 737 and 787 families are expected to rise next year. “When you now fast forward to 2026, we’re going to be increasing our deliveries,” he said.

Shares jumped more than 10% following Malave’s remarks. He added that certification for the long‑delayed 737‑10 is expected later in 2026.

Malave described the delivery ramp‑up as “a big driver” of cash flow, forecasting positive free cash flow in the billions, in the “low single digits.” He noted Boeing has not reported an annual profit since 2018 and said improving productivity should deliver a “pretty significant boost” to cash margins through 2030.

The company has gained momentum after intense scrutiny following a door‑plug blowout on a January 2024 flight. In July, CEO Kelly Ortberg said Boeing was beginning to see business improvements, including smaller quarterly losses.

A strong delivery run in October put Boeing on pace for its highest annual jetliner total since 2018, and the company reported returning to cash‑positive status in October for the first time in nearly two years. Those advances followed the Federal Aviation Administration’s easing of certain restrictions, which allowed Boeing to sign off on some 737 Max and 787 Dreamliner aircraft prior to customer handover.