Boeing CFO says company expects higher 737, 787 deliveries next year
BoeingBoeing(US:BA) CNBC·2025-12-02 14:51

Core Viewpoint - Boeing is optimistic about its business outlook for 2026, expecting increased deliveries of its 737 and 787 jets, which will significantly impact cash flow and productivity improvements [1][2]. Group 1: Financial Performance - Boeing's stock rose over 6% following positive comments from the CFO regarding future deliveries [2]. - The company anticipates positive free cash flow in the "low single digits" for the upcoming year, marking a potential turnaround as it has not reported an annual profit since 2018 [2]. - Cash margins are expected to receive a "pretty significant boost" through 2030 due to higher productivity [3]. Group 2: Delivery and Production - Boeing is on track for its highest annual delivery total since 2018, driven by a strong delivery pace in October [4]. - The company returned to cash-positive territory for the first time in nearly two years in October, attributed to increased jetliner deliveries [4]. - The Federal Aviation Administration's lifting of restrictions has allowed Boeing to expedite the certification of some 737 Max and 787 Dreamliner planes [4]. Group 3: Future Expectations - The certification for the 737-10 aircraft, which has faced delays, is expected to be completed later in 2026 [2]. - CEO Kelly Ortberg noted that the company is beginning to see positive changes in its business, including reduced quarterly losses [3].