Boeing: 777X Wins Big, Lower 737 MAX Deliveries Are No Surprise

Boeing demonstrated robust November order inflow, led by strong 777X and 787 wide-body demand, with 164 gross orders and 126 net orders valued at $17 billion. BA's deliveries declined sequentially as 737 MAX inventory was depleted, but year-to-date deliveries and order backlog remain substantially above prior-year levels. The completed Spirit AeroSystems acquisition enhances BA's control over 737 MAX quality and supply chain, supporting sustainable production increases and future cash flow improvement.

Seeking Alpha • a day ago

FAA to review Boeing cockpit alerting system for MAX 10

The Federal Aviation Administration said Friday it will review Boeing's proposed enhanced flight crew alerting system for the Boeing 737 MAX 10, which will include a synthetic enhanced angle of attack system, and a means to shut off stall warning and overspeed alerts.

Reuters • Dec 12, 2025

US delays new Air Force One delivery date until mid-2028, Bloomberg News reports

The U.S. Air Force has delayed the expected delivery of the first of two new Air Force One jets by another year to mid-2028, Bloomberg News reported on Friday.

Reuters • Dec 12, 2025

Calls of the Day: Leidos, Boeing, Lockheed Martin, QXO, On Holding, Spotify and Chevron

The Investment Committee debate the latest Calls of the Day.

CNBC Television • Dec 12, 2025

Boeing Is At A Cyclical Bottom, Buy When Everyone's Scared

Boeing is at a cyclical bottom, with negative equity and losses, but a major turnaround is likely as production and demand recover. Global air travel demand has fully rebounded, yet BA and Airbus revenues remain far below 2018 levels, indicating massive pent-up aircraft demand. Regulatory restrictions on the 737 MAX are lifting, 787 Dreamliner issues are resolved, and the 777X certification could unlock significant revenue upside by 2026.

Seeking Alpha • Dec 12, 2025

Boeing stock price forecast as the turnaround continues: is it a buy?

Boeing stock price has come under pressure in the past few months, moving from the year-to-date high of $242.50 in July to the current $200. This crash has happened even as the company's business and turnaround measures improved.

Invezz • Dec 11, 2025

Southwest CEO expects Boeing MAX 7 to be certified in summer 2026

Southwest Airlines expects Boeing's 737 MAX 7 to be certified by around August 2026, with the U.S. carrier starting to fly the single-aisle jet during the first quarter of 2027, CEO Bob Jordan told Reuters on Thursday.

Reuters • Dec 11, 2025

Homeland Security to buy Boeing 737s for deportations, Washington Post reports

The Department of Homeland Security plans to spend close to $140 million to buy a fleet of Boeing 737s to use for deportations, The Washington Post reported on Wednesday, citing two officials familiar with the contract and records it had reviewed.

Reuters • Dec 10, 2025

Homeland Security Dept. buying Boeing 737s for ICE deportations

The Department of Homeland Security confirmed it will buy six Boeing 737s for deportations by U.S. Immigration and Customs Enforcement. DHS has a contract with Daedalus Aviation for the nearly $140 million purchase, The Washington Post reported.

CNBC • Dec 10, 2025

Boeing Finally Beat Airbus. This Matters More.

Boeing is poised to beat Airbus on jet orders this year. That won't decide where the stocks go next.

Barrons • Dec 10, 2025