Delta Air Lines Orders up to 60 Boeing 787 Dreamliners to Grow, Modernize Widebody Fleet

Rhea-AI Summary

Boeing (NYSE: BA) and Delta Air Lines announced a direct order for up to 60 Boeing 787 Dreamliners on Jan. 13, 2026, consisting of 30 firm 787-10 jets with an option for 30 more.

The 787-10 seats up to 336 passengers and is described as using 25% less fuel than the airplanes it replaces; the purchase raises Delta's firm Boeing order book to 130 airplanes, including 100 737-10 jets.

Positive

• Order of 30 firm 787-10 plus option for 30 more
• 787-10 offers 25% lower fuel use than replaced airplanes
• 787-10 capacity up to 336 passengers
• Delta's Boeing firm order book increased to 130 airplanes

Negative

• None.

News Market Reaction

+1.98%

1 alert

+1.98% News Effect

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

Delta 787-10 firm order: 30 aircraft Delta 787-10 options: 30 aircraft Total potential 787 order: Up to 60 aircraft +5 more

8 metrics

Delta 787-10 firm order 30 aircraft Direct order for Boeing 787-10 jets

Delta 787-10 options 30 aircraft Additional 787-10s Delta may purchase

Total potential 787 order Up to 60 aircraft Delta’s combined 787-10 firm and option capacity

Widebody seat capacity Up to 336 passengers Maximum capacity of the 787-10 variant

Fuel use improvement 25% lower fuel use 787-10 vs. airplanes it replaces

Delta Boeing fleet in service More than 460 airplanes Boeing aircraft currently operating at Delta

Delta Boeing order book 130 airplanes Total Boeing jets on order after this deal

Delta 737-10 order 100 aircraft Existing Delta order for Boeing 737-10 jets

Market Reality Check

Price: $236.29 Vol: Volume 7,839,110 is 13% a...

normal vol

$236.29 Last Close

Volume Volume 7,839,110 is 13% above the 20-day average of 6,967,807. normal

Technical Price 239.81 is trading above the 200-day MA at 207.21, near the 52-week high of 242.6899.

Peers on Argus

BA gained 2.25% with modestly positive moves in key peers (e.g., LMT +0.42%, GD ...

1 Up

BA gained 2.25% with modestly positive moves in key peers (e.g., LMT +0.42%, GD +1.29%, NOC +0.91%, HWM +0.91%) while TDG slipped -0.39%. Momentum scanner only flagged LHX at +12.42%, indicating the Boeing–Delta order impact looked more stock-specific than a broad aerospace rotation.

Historical Context

5 past events · Latest: Jan 07 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 07	Earnings date notice	Neutral	-0.8%	Announcement of Q4 2025 results release and investor call timing.
Jan 07	Aircraft order win	Positive	-0.8%	Alaska Airlines’ largest-ever order including 105 737-10s and 5 787s.
Jan 05	Sponsorship renewal	Positive	+0.2%	Three-year renewal of Platinum sponsorship for EAA AirVenture Oshkosh.
Dec 10	Tech flight tests	Positive	-0.8%	ecoDemonstrator tests of IP-based digital communications with United.
Dec 10	Correction notice	Neutral	-0.8%	Correction detailing timing and scope of ecoDemonstrator test program.

Pattern Detected

Recent positive commercial and technology announcements often saw flat-to-negative next-day moves, suggesting good news has not consistently driven upside.

Recent Company History

Over the last months, Boeing highlighted several strategic and commercial milestones, including an Alaska Airlines order for 105 737-10s plus options and 5 787s, continued ecoDemonstrator testing with United, and renewal of a three-year Platinum sponsorship with EAA AirVenture Oshkosh. Despite generally positive narratives, 24-hour price reactions around these events were often slightly negative, contrasting with the constructive tone of today’s sizeable Delta 787-10 order, which further expands Boeing’s widebody backlog.

Market Pulse Summary

This announcement highlights a substantial Delta commitment for 30 firm and up to 60 total 787-10s, ...

Analysis

This announcement highlights a substantial Delta commitment for 30 firm and up to 60 total 787-10s, lifting Boeing’s firm order book with Delta to 130 airplanes. It reinforces Boeing’s position in long-haul widebodies alongside recent Alaska and United collaborations. Investors may focus on how these orders affect production planning, delivery timelines, and fleet modernization trends, while also tracking upcoming catalysts like the scheduled Q4 2025 earnings release on Jan. 27, 2026.

Key Terms

widebody, cabin altitude

2 terms

widebody technical

"Ultra-efficient, spacious widebody jets will also support fleet modernization"

A widebody is a large commercial airplane with a wider fuselage and two passenger aisles, designed for long-haul flights and carrying more passengers or cargo than single-aisle planes. For investors, widebodies matter because they influence an airline’s capacity, route choices, fuel and maintenance costs, and revenue potential—think of them as the freight trucks of the sky versus smaller delivery vans, affecting profitability and fleet investment decisions.

cabin altitude technical

"air that is pressurized at a lower cabin altitude, which will help Delta's customers"

Cabin altitude is the effective air pressure inside a pressurized vehicle or aircraft expressed as the height above sea level that the air would correspond to; think of it like how 'high' the air in a cabin feels compared with being on the ground. Investors care because higher cabin altitude can affect passenger comfort, safety, regulatory compliance, and maintenance needs, which in turn influence airlines’ operating costs, equipment design choices, liability exposure, and customer satisfaction.

AI-generated analysis. Not financial advice.

• Global carrier orders 787-10 airplanes for international expansion
• Ultra-efficient, spacious widebody jets will also support fleet modernization
• Latest purchase brings Delta's order book to 130 Boeing airplanes as it builds future fleet

SEATTLE, Jan. 13, 2026 /PRNewswire/ -- Boeing (NYSE: BA) and Delta Air Lines today announced the U.S. carrier placed its first direct order for up to 60 787 Dreamliners to support long-haul international growth and renew the airline's widebody fleet. Delta's purchase of 30 787-10 jets – with opportunity for up to 30 more of the largest 787 variant – will enable the airline's expansion and modernization plans on high-demand transatlantic and South American routes.

"Delta is building the fleet for the future, enhancing the customer experience, driving operational improvements and providing steady replacements for less efficient, older aircraft in the decade to come," said Ed Bastian, Delta's chief executive officer. "Most importantly, these aircraft will be operated by the best aviation professionals in the industry, providing Delta's welcoming, elevated and caring service to travelers worldwide."

With capacity for up to 336 passengers and 25% lower fuel use than the airplanes it replaces, the 787-10 offers the lowest operating cost per seat of any widebody airplane. Delivering superior comfort for passengers, the 787 Dreamliner features the largest windows of any widebody airplane flying today and air that is pressurized at a lower cabin altitude, which will help Delta's customers arrive at their destinations feeling more refreshed.

"We are excited that Delta Air Lines has selected the 787-10 to join its fleet of the future. The 787 Dreamliner's unmatched efficiency, range, and passenger comfort make it a perfect fit for Delta's international expansion and fleet modernization," said Stephanie Pope, president and CEO of Boeing Commercial Airplanes. "Our team looks forward to delivering new Dreamliners to Delta and supporting their commitments to provide an exceptional passenger experience and advance sustainability in aviation."

With more than 460 Boeing airplanes currently in service, Delta has flown most Boeing single-aisle and widebody models across its domestic and international networks over the decades. This new widebody order further strengthens that partnership and supports U.S. aerospace manufacturing jobs across Boeing's production system and supply chain.

Today's purchase brings Delta's firm order book to 130 Boeing airplanes, including the airline's order for 100 737-10 jets. The efficiency and flexibility of the 787-10 and 737-10 will enable Delta to fly more passengers on more routes as the airline expands and diversifies its network.

A leading global aerospace company and top U.S. exporter, Boeing develops, manufactures and services commercial airplanes, defense products and space systems for customers in more than 150 countries. Our U.S. and global workforce and supplier base drive innovation, economic opportunity, sustainability and community impact. Boeing is committed to fostering a culture based on our core values of safety, quality and integrity.  

Contact
Boeing Media Relations
media@boeing.com

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/delta-air-lines-orders-up-to-60-boeing-787-dreamliners-to-grow-modernize-widebody-fleet-302659383.html

SOURCE Boeing

FAQ

What exactly did Delta (BA) order on January 13, 2026?

Delta placed a direct order for 30 firm 787-10 jets with an option for up to 30 more Dreamliners.

How many passengers can the Boeing 787-10 seat and how efficient is it?

The 787-10 seats up to 336 passengers and uses 25% less fuel than the airplanes it replaces.

How does the Delta order affect its Boeing order book (BA)?

The purchase brings Delta's firm Boeing order book to 130 airplanes, including 100 737-10 jets.

What routes will Delta use the 787-10 for according to the announcement?

Delta said the 787-10 will support long-haul international growth on high-demand transatlantic and South American routes.

Will Boeing deliver the new Dreamliners to support sustainability goals?

Boeing said the 787 Dreamliner’s efficiency will support Delta’s fleet modernization and advance sustainability in aviation.