Boeing Stock Surges +10% as 737, 787 Deliveries Expected to Rise in 2026

Boeing Co. (BA) shares surged over 10% in early trading after Chief Financial Officer Jay Malave signaled a turnaround in the company's delivery pipeline and cash flow prospects. Speaking at a UBS conference, Malave confirmed that deliveries of the 737 and 787 jet families are expected to increase in 2026, marking a pivotal step in Boeing's recovery from operational setbacks. The remarks come amid broader efforts to restore confidence following [a door plug blowout incident in January 2024](https://example.com/boeing-source) that disrupted operations and regulatory scrutiny.

Delivery Growth and Certification Timeline

Malave outlined a strategic focus on ramping up production for the 737 and 787 models, which are central to Boeing's long-term revenue strategy. The CFO emphasized that the certification process for the 737-10 variant, delayed for years, is [anticipated to conclude in 2026](https://example.com/boeing-source). This timeline aligns with the company's goal of expanding its commercial aircraft portfolio to meet global demand, particularly in markets where the 787 Dreamliner remains a key product.

Cash Flow and Financial Resilience

The CFO projected positive free cash flow in the "low single digits" range, driven by higher delivery volumes and improved operational efficiency. This forecast marks a significant shift from Boeing's financial struggles in recent years, during which the company last reported annual profitability in 2018. Malave also highlighted that cash margins are [expected to see a "pretty significant boost"](https://example.com/boeing-source) through 2030, attributed to productivity gains and cost optimization measures.

Operational Recovery and Regulatory Milestones

Boeing's recent performance underscores a broader recovery trajectory. In October, the company achieved its highest annual delivery total since 2018, supported by a lifting of restrictions by the Federal Aviation Administration. These changes allowed Boeing to self-certify certain 737 Max and 787 Dreamliner aircraft prior to customer handover, streamlining operations. The October results also [marked the company's first cash-positive quarter](https://example.com/boeing-source) in nearly two years, reflecting the impact of accelerated delivery schedules.

Strategic Implications for 2026

The CFO's remarks reinforce Boeing's optimism about its business outlook as it approaches the end of 2025. With a renewed focus on operational execution and regulatory alignment, the company aims to solidify its market position amid competition from Airbus and other aerospace firms. The projected delivery growth and cash flow improvements are expected to play a critical role in supporting long-term shareholder value creation.