A Boeing 777-9 prepares to land at Al-Maktoum International Airport during the 2025 Dubai Airshow in Dubai, November 17, 2025.
Giuseppe Cacacé | Afp | Getty Images
Boeing continues to express optimism about its business as the company closes out the year and looks ahead to 2026.
Chief Financial Officer Jay Malave told a UBS conference Tuesday that the company expects deliveries of its 737 and 787 planes to increase next year.
“If we now fast forward to 2026, we will increase our deliveries,” Malave said.
Shares of Boeing rose more than 8% midday Tuesday after Malave’s comments.
He added that he expects certification of the 737-10, which is years behind schedule, to come later in 2026.
Strengthened deliveries will also be “a significant driver” of cash flow, Malave said, with positive free cash flow expected to be in the billions in the “low single digits” range. Boeing hasn’t made an annual profit since 2018.
Malave also said the company expects cash flow margins to benefit from a “fairly significant increase” through 2030 due to higher productivity.
Boeing has been trending upward after a period of increased scrutiny following a door jam burst on a flight in January 2024. In July, CEO Kelly Ortberg said the company was starting to see changes in its business, including significantly reducing its quarterly losses.
Boeing reported a strong pace of deliveries in October, putting it on track to hit its highest annual delivery total since 2018. The company said its jetliner deliveries brought it back into cash-positive territory for the first time in nearly two years in October.
These deliveries follow the Federal Aviation Administration’s lifting of restrictions, allowing the company to approve some of its 737 Max and 787 Dreamliner planes before they reach customers.
