Boeing Announces Fourth Quarter Deliveries
Rhea-AI Summary
Boeing (NYSE: BA) reported fourth-quarter 2025 deliveries across commercial and defense programs. Commercial Airplanes delivered 160 units in Q4 and 600 for full-year 2025, including 737: 117, 787: 27, 767: 10, and 777: 6. Defense, Space & Security delivered 37 units in Q4 and 131 for full-year 2025, led by AH-64 Apache remanufactures 14 in Q4. The release notes deliveries are not final until quarterly financial results are issued.
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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 were mixed: LMT, GD, NOC, HWM modestly positive and TDG slightly negative. Peer momentum data flags only LHX with an up move, so today’s action screens as stock-specific rather than a broad sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 07 | Earnings date set | Neutral | -0.8% | Announced timetable for releasing Q4 2025 financial results and call. |
| Jan 07 | Major aircraft order | Positive | -0.8% | Alaska Airlines placed its largest-ever Boeing order across 737 and 787 jets. |
| Jan 05 | Sponsorship renewal | Positive | +0.2% | Extended three-year Platinum sponsorship of EAA AirVenture and youth programs. |
| Dec 10 | Tech flight tests | Positive | -0.8% | ecoDemonstrator tests of IP-based digital communications with United Airlines. |
| Dec 10 | Correction notice | Neutral | -0.8% | Clarified details and timing for prior ecoDemonstrator communications tests release. |
Recent positive commercial and technology news has sometimes preceded negative next-day moves, suggesting a tendency for the stock to diverge from upbeat headlines.
Over the past months, Boeing’s news flow has focused on operational milestones, commercial wins and investor events. A notable highlight was Alaska Airlines’ historic order including 105 737-10s plus 5 787s, yet the stock fell 0.75% the next day. Technology-focused ecoDemonstrator updates on Dec 10, 2025 also saw a 0.82% decline. The upcoming Jan 27, 2026 earnings date anchors the near-term narrative, with today’s delivery figures providing context for those results.
Market Pulse Summary
This announcement details Boeing’s Q4 and full-year 2025 delivery totals across major commercial and defense programs, providing operational context before the Jan 27, 2026 earnings release. With the share price at $239.81, near the $242.6899 52-week high and above the $207.21 200-day MA, investors may focus on how these delivery volumes translate into revenue, margins and cash generation, alongside any commentary on program execution and future production levels.
AI-generated analysis. Not financial advice.
Major Programs | 4th Quarter | Full Year | |||
Commercial Airplanes Programs | |||||
737 | 117 | 447 | |||
767 | 10 | 30 | |||
777 | 6 | 35 | |||
787 | 27 | 88 | |||
Total | 160 | 600 | |||
Defense, Space & Security Programs | |||||
AH-64 Apache (New) | 5 | 19 | |||
AH-64 Apache (Remanufactured) | 14 | 42 | |||
CH-47 Chinook (New) | 2 | 3 | |||
CH-47 Chinook (Renewed) | 2 | 11 | |||
F-15 Models | 2 | 9 | |||
F/A-18 Models | 2 | 14 | |||
KC-46 Tanker | 5 | 14 | |||
MH-139 | 3 | 9 | |||
P-8 Models | 2 | 6 | |||
Commercial and Civil Satellites | — | 4 | |||
Total1 | 37 | 131 | |||
1 Deliveries of new-build production units, including remanufactures and modifications | |||||
Note: Delivery information is not considered final until quarterly financial results are issued. | |||||
Contact: | Investor Relations: BoeingInvestorRelations@boeing.com |
Communications: media@boeing.com |
View original content:https://www.prnewswire.com/news-releases/boeing-announces-fourth-quarter-deliveries-302659054.html
SOURCE Boeing