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The Federal Aviation Administration, the agency that regulates U.S. flight safety and standards, approved a waiver that lets Boeing sell 35 more 777F cargo planes after stricter emissions rules kick in during 2028. Without this exception, the company would have had to stop selling this specific model because its engines do not meet the new environmental standards.
This is a helpful win for the company's defense and space arm, which builds these large cargo jets. It allows Boeing to keep a steady line of revenue from an existing design while it works on the newer, more efficient 777-8F model. While 35 planes is a small fraction of the total backlog, it provides a bridge that prevents a sudden drop in freighter sales over the next few years.
Source: Reuters
CEO Kelly Ortberg said that stabilizing the production rate for the 737 MAX is proving more difficult than planned. The company has been trying to reach a steady pace of 47 jets per month to meet high demand and start clearing its massive backlog of orders.
This delay is a setback for the company's recovery because its ability to generate cash depends on delivering these planes to airlines. Until production stays at a high, steady level, the business will likely continue to struggle with the high costs of running its factories at lower efficiency.
Source: Reuters
Boeing is reportedly close to securing a major order for 150 of its 737 MAX jets with Turkish Airlines. The deal had been stalled by a disagreement over engine maintenance, but the two sides appear to have resolved the issue.
Keeping this order is important because it protects Boeing's share of the market against its main rival, Airbus. While the company still faces production delays, maintaining a full book of future orders ensures it has a long runway of work once its factory issues are resolved.
Source: Reuters
Korean Air has officially signed for 103 aircraft in a deal worth about $36 billion at list prices. The order includes a mix of large wide-body passenger planes, cargo freighters, and smaller single-aisle jets. While the deal was first announced in 2025, moving it to a final contract is a necessary step for these planes to enter Boeing's official backlog.
This is a win for the company as it tries to prove that its most important customers are still willing to commit to long-term orders despite recent production delays. For a business that has been burning through cash, these firm contracts provide the visibility needed to plan production for the next several years.
Source: Reuters
Boeing and the union representing its engineers have reached a tentative contract agreement. This is a helpful step for the company as it tries to stabilize its workforce and keep production lines moving without the threat of a strike.
Labor stability is vital for Boeing right now because it is trying to clear a massive backlog of orders and fix its manufacturing process. Avoiding a dispute with the people who design and oversee its planes removes one more hurdle to getting production rates back to healthy levels.
Source: Reuters
Boeing has missed its own targets half the time over the last two years. This choppy record makes it hard to trust management's forecasts while they struggle to stabilize the business.
| Expectation | |
|---|---|
| EPS | $-0.15 |
| Revenue | $24.97B |