Aviation Capital Group LLC (ACG) has bolstered its portfolio of Boeing 737 MAX aircraft with a substantial order for 50 new jets, comprised equally of 25 Boeing 737-8 and 25 Boeing 737-10 models. This recent procurement elevates ACG's total orders for the 737 MAX series to 121 aircraft, positioning it as the lessor with the largest order book for the 737-10 variant.
The Boeing 737 MAX family is recognized by airlines and lessors alike for its cost efficiencies and adaptability on short- and medium-haul routes. These qualities enhance the aircraft’s appeal, providing operational flexibility that aligns well with the dynamic demands of global aviation markets. Lessors have demonstrated strong interest in the series, collectively ordering close to 1,300 jets, which represent approximately 20 percent of Boeing’s total 737 MAX backlog.
Brad McMullen, Boeing's senior vice president of Commercial Sales and Marketing, emphasized ACG’s role as a valued partner, highlighting the significance of the repeat order in continuing a longstanding collaboration. McMullen expressed anticipation for further strengthening the partnership, particularly as Boeing prepares to deliver the first 737-10 units to ACG.
Thomas Baker, chief executive officer and president of ACG, underlined the strategic advantage the new order provides to the firm’s global clientele. Baker noted the secured delivery timeline extending from 2026 through 2033, allowing ACG to support its customers' growth plans while offering the dual versatility of the 737-8 and the 737-10 models. The extended delivery window ensures that ACG can maintain a steady fleet enhancement schedule, responding to evolving market demands with flexibility.
Boeing's upcoming financial disclosure for the fourth quarter of 2025 is scheduled for January 27, an event that industry observers anticipate for indications on broader commercial aircraft sales and production updates.
In a related development earlier this year, Boeing secured a major contract with Alaska Air Group, Inc. The agreement encompasses a record-breaking order of 105 Boeing 737-10 aircraft, the largest in the 737 MAX family, complemented by five Boeing 787 Dreamliners. This milestone underscores Boeing's continued appeal to major airline customers seeking to modernize and expand their fleets.
On the market front, Boeing’s shares exhibited a modest decline of 0.27 percent, trading at $239.17 in early Tuesday premarket activity. The stock remains close to its 52-week pinnacle price of $242.68, indicating sustained investor interest amid ongoing commercial aviation developments.
Overall, ACG’s latest firm order reiterates the integral role aircraft lessors play in the commercial aviation supply chain, enabling airlines to operate newer, fuel-efficient fleets without immediate capital expenditure on aircraft purchases. The balanced acquisition of both 737-8 and 737-10 models reflects ACG’s strategic intent to optimize fleet composition for diverse route requirements and customer preferences.
The 737 MAX series continues to be a cornerstone for lessors who prioritize efficiency and operational flexibility. As ACG enhances its holdings, it reaffirms confidence in Boeing's flagship narrow-body jets’ market position and their enduring value proposition amid competitive industry dynamics.