Aviation Capital Group Orders 50 Boeing 737 MAX Jets
Rhea-AI Summary
Aviation Capital Group (ACG) placed a new firm order for 50 Boeing 737 MAX jets on Jan. 13, 2026: 25 of the 737-8 and 25 of the 737-10. The purchase raises ACG's Boeing 737 MAX order book to 121 aircraft, including 50 firm orders for the 737-10, giving ACG the largest 737-10 order book of any lessor. Boeing said the order supports delivery positions from 2026 to 2033. Lessors have ordered nearly 1,300 737 MAX jets, about one fifth of the total 737 MAX backlog. ACG reported approximately 470 owned, managed and committed aircraft as of Sept. 30, 2025, leased to roughly 90 airlines in ~50 countries.
Positive
- 50-aircraft order placed (25 x 737-8; 25 x 737-10)
- ACG 737 MAX order book increased to 121 aircraft
- ACG holds the largest 737-10 order book among lessors
- Delivery schedule secured for 2026–2033 supporting long-term supply
Negative
- Delivery span through 2033 defers full fleet deployment and near-term revenue realization
- Adds significant long-term delivery commitments to ACG's existing fleet of ~470 aircraft
News Market Reaction
On the day this news was published, BA gained 1.98%, reflecting a mild positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
BA gained 2.25% while key aerospace peers showed smaller mixed moves: LMT +0.42%, GD +1.29%, NOC +0.91%, HWM +0.91%, and TDG -0.39%. The stronger move in BA versus modest peer changes points to a company-specific reaction to the new 737 MAX order.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 07 | Earnings date notice | Neutral | -0.8% | Announcement of schedule for fourth-quarter 2025 financial results release. |
| Jan 07 | Major aircraft order | Positive | -0.8% | Alaska Airlines’ largest-ever order including 737-10s and 787s. |
| Jan 05 | Sponsorship renewal | Positive | +0.2% | Three-year Platinum sponsorship renewal with EAA AirVenture Oshkosh. |
| Dec 10 | Tech flight tests | Positive | -0.8% | ecoDemonstrator tests of advanced digital communications with United Airlines. |
| Dec 10 | Correction notice | Neutral | -0.8% | Correction release related to ecoDemonstrator digital communications tests. |
Recent Boeing headlines, including major aircraft orders and technology initiatives, often saw share performance that lagged the generally positive tone, with several positive or neutral releases followed by modest declines.
Over the last few months, Boeing’s news flow featured commercial wins, technology tests, and corporate updates. On Jan 7, 2026, the company announced Alaska Airlines’ largest-ever airplane order, including 105 737-10s and 5 787s, yet the stock fell about 0.75%. Earlier in January, Boeing confirmed the Q4 2025 earnings release date, also followed by a similar dip. December 2025 brought ecoDemonstrator digital communications tests with United Airlines, which coincided with a decline of about 0.82%. In contrast, a sponsorship renewal for EAA AirVenture Oshkosh saw a slight 0.16% gain.
Market Pulse Summary
This announcement highlights a major commercial win as Aviation Capital Group adds 50 Boeing 737 MAX jets, raising its MAX order book to 121 aircraft and including 50 firm 737-10s. It reinforces demand for Boeing’s fuel-efficient narrowbodies and the role of lessors, which have ordered nearly 1,300 MAX jets. In context of prior large orders and technology initiatives, investors may monitor execution on production, delivery schedules, and upcoming earnings disclosures to gauge how these contracts translate into financial performance.
AI-generated analysis. Not financial advice.
- ACG doubles its 737-10 order book with purchase of 25 additional jets as well as additional order for 25 737-8s
- 737-10 order is single biggest order for the aircraft type by a lessor
"This order for additional 737 MAX aircraft enhances the strategic value of ACG's orderbook, supports a key pillar of our growth strategy and reinforces our commitment to the latest fuel-efficient aircraft technology," said Thomas Baker, chief executive officer and President of ACG. "We are pleased to be able to offer our global customers a continuous stream of 737 MAX delivery positions from 2026 to 2033 to support their growth, as well as the versatility of both the 737-8 and 737-10 variants."
The acquisition of 50 additional jets increases ACG's Boeing 737 MAX order book to 121, including 50 firm order for the 737-10. With this purchase, ACG has the largest order book for the 737-10 of any lessor.
"ACG's expanded order for the 737-10 reflects strong confidence in the airplane and its appeal to the lessor's customers worldwide." said Brad McMullen, Boeing senior vice president of Commercial Sales and Marketing. "With this repeat order, ACG continues to be an established and highly valued partner on the 737 MAX program and we look forward to deepening this relationship in the coming years as we deliver its first 737-10 airplanes."
The 737 MAX family offers airlines efficiency and route flexibility for short- and medium-haul air travel, making the 737 MAX family a valuable asset for airplane lessors. Lessors have now ordered nearly 1,300 737 MAX jets which represents one fifth of the total 737 MAX backlog.
Aviation Capital Group is one of the world's premier full-service aircraft asset managers with approximately 470 owned, managed and committed aircraft as of September 30, 2025, leased to roughly 90 airlines in approximately 50 countries. It specializes in commercial aircraft leasing and provides certain aircraft asset management services and aircraft financing solutions for third parties. ACG was founded in 1989 and is a wholly owned subsidiary of Tokyo Century Corporation. Follow ACG on LinkedIn, and for more information, visit aviationcapitalgroup.com.
As a leading global aerospace company, Boeing develops, manufactures and services commercial airplanes, defense products and space systems for customers in more than 150 countries. As a top
Contact
Boeing Media Relations
media@boeing.com
Media Relations
MediaRelations@AviationCapital.com
View original content to download multimedia:https://www.prnewswire.com/news-releases/aviation-capital-group-orders-50-boeing-737-max-jets-302659493.html
SOURCE Boeing
FAQ
What exactly did ACG order from Boeing on Jan. 13, 2026 (BA)?
How does the ACG order change its Boeing 737 MAX backlog (BA)?
When will the 50 Boeing 737 MAX jets be delivered to ACG (BA)?
What does ACG's order mean for Boeing's 737 MAX backlog and BA shareholders?
How large is ACG's fleet and customer base after the order?
Why did ACG order both the 737-8 and 737-10 variants (BA)?
