Boeing expects 737 and 787 delivery growth in 2026

Boeing’s Chief Financial Officer Jay Malave said on Tuesday during a UBS conference that the company’s recovery is ‘in full force’ and outlined expectations for increased deliveries of the 737 and 787 aircraft in 2026 compared to 2025.

Malave noted that Boeing aims to complete the acquisition of Spirit AeroSystems by the end of this year. He acknowledged that November’s deliveries were ‘a bit low’ but maintained that the company remains focused on long-term targets.

The CFO stated that a long-term cash objective of US$10 billion is possible, although the company has not yet reached that point.

For 2025, Boeing projects a negative free cash flow of $2 billion but anticipates returning to a low-single-digit positive free cash flow in 2026.

Certification of the 737 MAX 10 is expected by the end of 2026, aligning with Boeing’s broader roadmap for its narrowbody and widebody programs. The company also confirmed that a Department of Justice penalty will be deferred to 2026.

Through October, Boeing had delivered 493 commercial aircraft and expects to exceed 600 deliveries in 2025.

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