Group 1 - Boeing has secured significant orders at the beginning of 2026, including a deal with Alaska Airlines for 105 Boeing 737-10 aircraft valued at approximately $6.24 billion, and a larger order from Delta Airlines for 60 Boeing 787-10 aircraft worth about $20.3 billion, bringing Boeing's total order value for the month to over $33 billion [2][3][4] - The Boeing 787-10 is noted for its capacity to carry up to 336 passengers and its fuel efficiency, consuming 25% less fuel than alternative models, making it a key choice for airlines looking to upgrade long-haul capacity [3][4] - Boeing's recovery is marked by a dual increase in orders and value, indicating a strong resurgence from previous challenges, with expectations of delivering around 7,000 Boeing 737 MAX series aircraft over the next decade [4][5] Group 2 - Despite facing challenges in the global aviation supply chain, Boeing's breakthroughs in both narrow-body and wide-body markets are expected to allow it to capture 43% of the global new aircraft delivery market over the next decade [5][6] - In contrast, COMAC (Commercial Aircraft Corporation of China) is making progress with its C919 aircraft, which is undergoing test flights in Shanghai, but still faces significant gaps in order value and market share compared to Boeing and Airbus [5][7] - The C919's current order value is approximately $15 billion, significantly lower than Boeing's recent monthly order value, and COMAC's market share for new aircraft deliveries is projected to be only 3% over the next decade [7]
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