Boeing Sees Strong January with High Deliveries and Orders
Key Points
- Boeing beat Airbus with 46 deliveries versus 19, and 103 net orders versus 49 in January, though Boeing's total was down from 63 deliveries in December
- Major orders included Aviation Capital Group purchasing 50 737 MAX jets split between 737-8 and 737-10 variants, and Delta ordering 30 787s
- Aircraft deliveries are critical to Boeing's cash flow as planemakers collect the majority of payment upon jet delivery to customers
AI Summary
Boeing Sees Strong January with High Deliveries and Orders
Boeing reported strong performance in January 2026, delivering 46 aircraft and securing 103 net new orders, outpacing rival Airbus across both metrics. The US planemaker achieved its third-highest January delivery total in company history, though down from December's 63 deliveries.
Key Deliveries:
- 38 Boeing 737 MAX aircraft (best-selling model)
- 5 Boeing 787 Dreamliners
- Total: 46 jets delivered vs. Airbus's 19 aircraft
Order Activity:
Boeing recorded 107 gross orders with 4 cancellations, resulting in 103 net orders, more than doubling Airbus's 49 net orders for the month.
Major Orders:
- Aviation Capital Group: 30 Boeing 737s (split evenly between 737-8 and 737-10 variants)
- Delta Air Lines: 30 Boeing 787s
- Air India: 20 Boeing 737-8s, plus disclosure of 10 previously ordered 737-10s
- EVA Airways: 4 Boeing 787s
Cancellations:
- BOC Aviation and Air Europa each cancelled one 737 order
- Air Niugini cancelled two 787 orders
Market Implications:
Aircraft deliveries are critical for planemakers' cash flow, as majority payment is collected upon delivery. Boeing's January performance continues its momentum from 2025, when it outsold Airbus for the first time in seven years. The strong showing demonstrates Boeing's recovery trajectory and competitive position in the commercial aviation market, with particular strength in both narrow-body (737 MAX) and wide-body (787) segments.
Model Analysis Breakdown
| Model | Sentiment | Confidence |
|---|---|---|
| GPT-5-mini | Bullish | 80% |
| Claude 4.5 Haiku | Bullish | 75% |
| Gemini 2.5 Flash | Bullish | 90% |
| Consensus | Bullish | 81% |