Boeing Company (NYSE: BA) experienced an upward movement in its stock price on Tuesday following the disclosure of its delivery performance for the calendar year 2025. The company reported that during the fourth quarter alone, it delivered 160 commercial aircraft, contributing to a total of 600 commercial planes delivered over the full year. This delivery volume underlines Boeing's ongoing capacity to meet market demand and sustain production momentum.
The commercial segment was primarily driven by the 737 family of aircraft, which comprised the largest portion of deliveries in the last quarter with 117 units. This strong output from the 737 series reiterates its importance in Boeing’s commercial lineup and reflects continued airline interest in this model.
In parallel, Boeing’s Defense, Space & Security division maintained a robust delivery schedule by providing 37 defense aircraft in Q4 alone. For the entire year, this division delivered a total of 131 units, demonstrating a steady contribution from military and other governmental aviation contracts. This number includes shipments of both new and remanufactured military aircraft across several models. Specifically, the defense deliveries encompassed the AH-64 Apache helicopter, CH-47 Chinook helicopter, F-15 and F/A-18 fighter jets, KC-46 tankers, and MH-139 helicopters.
Beyond delivery figures, Boeing revealed new contractual wins that could influence future revenue streams. Aviation Capital Group LLC placed an order for 50 737 MAX aircraft. Cumulatively, lessors have purchased close to 1,300 737 MAX jets, which represents about 20% of Boeing’s total 737 MAX backlog, underscoring strong leasing market activity and confidence in this aircraft family.
Additionally, Boeing secured a substantial order from Delta Air Lines, Inc. (NYSE: DAL). Delta committed to acquiring 30 Boeing 787-10 widebody aircraft with options to purchase an additional 30 units in the future. This sizable agreement highlights the ongoing demand from major airlines for widebody aircraft suited for long-haul operations.
Boeing is scheduled to release its fourth-quarter financial results on January 27th, a date that will provide the market with a more comprehensive view of the company’s recent performance and future outlook.
Regarding market response, Boeing’s stock price rose 2.34% to $245.42 during Tuesday’s trading session. This bullish movement established a new 52-week high for the shares, illustrating investor optimism following the positive delivery and order announcements.
Key Points
- Boeing delivered 160 commercial airplanes in Q4 2025, culminating in 600 total commercial aircraft deliveries for the year.
- The 737 family led the delivery count in the commercial sector with 117 units in the fourth quarter.
- The company’s Defense, Space & Security division delivered 37 defense aircraft in Q4 and 131 for the full year, including multiple helicopter and fighter jet models.
- New orders included a 50-plane 737 MAX purchase by Aviation Capital Group and a 30-plane 787-10 order from Delta Air Lines with options for 30 more.
Risks and Uncertainties
- The upcoming fourth-quarter earnings report on January 27th could impact share price depending on broader financial results and guidance.
- Fulfillment of the newly announced aircraft orders depends on production schedules and potential supply chain variables not detailed in the current disclosures.