Boeing remains optimistic as it looks toward 2026, according to Chief Financial Officer Jay Malave.
Speaking at a UBS conference on Tuesday, Malave said deliveries of both 737 and 787 jets are expected to rise next year.
“When you now fast forward to 2026, we’re going to be increasing our deliveries,” Malave said.
The company’s stock jumped more than 10% following his remarks.
Malave added that certification for the long-delayed 737-10 is anticipated later in 2026.
Increased deliveries are projected to significantly drive cash flow, with positive free cash flow expected in the billions in the “low single digits.”
Boeing has not posted an annual profit since 2018.
The CFO also highlighted that productivity gains could lead to a “pretty significant boost” in cash margins through 2030.
The company has rebounded after a difficult period, including heightened scrutiny following a door plug incident in January 2024.
CEO Kelly Ortberg noted in July that Boeing’s business was showing improvement, including reductions in quarterly losses.
Strong delivery figures in October positioned the company for its highest annual total since 2018.
These deliveries were supported by lifted FAA restrictions, allowing Boeing to certify certain 737 Max and 787 Dreamliner jets before reaching customers.
