The Boeing Company develops, manufactures and services commercial airplanes, defense products and space systems. News for BA commonly centers on airline orders and deliveries for the 737 MAX and 787 Dreamliner families, commercial delivery volumes, backlog trends, and customer fleet modernization programs.
Company updates also cover Boeing defense and space work, including military aircraft programs such as the MQ-25A Stingray, as well as services and training products such as the Virtual Airplane pilot training platform. Earnings releases typically discuss segment performance across Commercial Airplanes, Defense, Space & Security, and Global Services.
Boeing (NYSE: BA) and Avolon announced that the aircraft lessor finalized its purchase of 140 737-10 airplanes, expanding its unfilled orders. The purchase raises Avolon's 737 MAX backlog to more than 240 airplanes.
Lessors have placed firm orders for more than 230 737-10 airplanes in 2026, five times the lessor backlog for that variant at the end of 2025. Across the 737 MAX family, lessors have ordered more than 1,450 airplanes and account for about 20% of Boeing's backlog.
Boeing (BA) agreed with Icelease on an order for one 767-300 Boeing Converted Freighter, with options for additional aircraft. The agreement includes options for up to two more. The first aircraft is scheduled to enter conversion in Q1 2027, with delivery expected in Q2 2027. Conversion work will take place at ST Engineering's airframe maintenance facilities in Singapore.
Boeing (NYSE: BA) projects the global freighter fleet will exceed 4,000 airplanes by 2045 as air cargo traffic doubles over 20 years. Its 2026 World Air Cargo Forecast puts the fleet at 4,010 airplanes, up 67% from 2,395 in 2025, with annual traffic growth of 3.5% over the next two decades.
Boeing expects operators to need 2,930 new and converted freighters over the next 20 years: about 55% for capacity growth and approximately 45% to replace older airplanes. Two-thirds of deliveries would be converted passenger airplanes, with the remainder new-production freighters. Trade flows touching Asia are forecast to represent approximately 60% of the global market.
Global air cargo traffic reached an annual record in 2025, growing nearly 5% year over year. Boeing identifies e-commerce, supply-chain diversification and demand for advanced manufacturing and AI hardware as growth drivers.
Boeing (NYSE: BA) reported third-quarter 2026 revenue of $24.2 billion, with higher defense and services volume offset by less favorable commercial delivery mix. Revenue rose 4% year over year; the GAAP net loss narrowed to $116 million from $5,339 million, and diluted loss per share narrowed to $0.26 from $7.14. Operating cash flow reached $1,496 million; non-GAAP free cash flow was $464 million.
Total backlog grew to $745 billion. Commercial Airplanes revenue fell 3%, while defense revenue rose 15% and services revenue increased 4%. The 737-7 received FAA amended type certification during the quarter, followed by the 737-10 in October. The U.S. Navy selected Boeing for the F/A-XX fighter contract, which remains excluded from backlog pending review. Boeing expects the first 777-9 delivery in 2027. Cash and marketable securities totaled $20.7 billion, against $45.9 billion of debt.
Boeing (NYSE: BA) received FAA certification for its 737-10, clearing the way for deliveries of the largest 737 MAX model. Boeing expects deliveries to begin in the coming months. More than 30 customers have purchased the model, with orders totaling 1,555 airplanes, representing more than 30 percent of the MAX program's current order book.
The certification program included nearly 1,000 test flights, more than 2,000 flight hours and 1,000 ground test hours. The 737-10 was certified to the full extent of the 2020 Aircraft Certification, Safety, and Accountability Act. It also introduces an enhanced Angle-of-Attack system that will become standard across the MAX family.
Boeing (BA) introduced Dataliner, an AI-powered aviation data platform built in partnership with Microsoft to support airline maintenance and operational decisions. Using Azure AI Foundry, Microsoft data solutions and other technologies, it connects fleet data with Boeing aircraft expertise. Airlines can keep data in their own environments and control what they share. The platform also supports development of Boeing Digital Services products.
Boeing (BA) reported 161 commercial airplane deliveries across its major programs for the third quarter of 2026, alongside defense deliveries. Commercial deliveries included 124 737s, 10 767s, five 777s and 22 787s, bringing the year-to-date total to 475.
Defense, Space & Security deliveries totaled 33 for the quarter and 98 year to date. Delivery information is not final until quarterly financial results are issued.
Boeing (BA) received a contract award worth approximately $14.7 billion from Lockheed Martin to scale PAC-3 MSE seeker production and deliveries.
The award is an undefinitized contract action, meaning its terms are not yet finalized. It enables Boeing to triple seeker production under a previously announced seven-year framework agreement with the U.S. Department of War. Production ramp-up and hiring began earlier this year following the framework announcement. Boeing has invested in expanding its seeker factory and modernizing facilities, alongside supplier and process improvements. The company expects the contract to create hundreds of direct and indirect jobs in the Huntsville, Alabama, area.
Boeing (BA) secured a firm order from Ethiopian Airlines for eight 777-8 Freighters and two 777 Freighters to expand its cargo fleet.
This is Ethiopian Airlines' second order for the 777X family, following its purchase of eight 777-9 passenger jets. The carrier currently operates 12 777 Freighters, two 767 Freighters and four 737-800SF airplanes, serving more than 70 cargo markets.
Boeing (BA) will release its third-quarter 2026 financial results on October 27, followed by a conference call discussing results and outlook.
CEO Kelly Ortberg and CFO Jay Malave will host the call at 10:30 a.m. ET. The webcast, release, presentation materials and subsequent transcript will be available in the Events and Presentations section of Boeing's investor website.