Boeing's CFO Jay Malave said the company expects year‑over‑year delivery growth for the 737 and 787 in 2026 and to return to positive cash generation that year after a projected $2 billion cash burn in 2025. The outlook improves as Boeing advances 777X certification.
Discovered |
Briefing
Boeing projects a $2 billion cash burn in 2025 but expects to generate cash again in 2026, a short timeline that affects supplier liquidity, financing needs and shareholder returns; progress on 777X certification is central to that swing.
Year‑over‑year delivery growth for the 737 and 787 in 2026 underpins revenue recovery and depends on higher output rates and regulatory posture — linked to plans to raise 737 MAX production to 42 jets/month and recent moves where the FAA has eased oversight, which together enable scaled deliveries.
Continued 777X certification progress matters for cash flow and customer schedules: prior slips to the program have required billions in charges and fleet replanning, making this a key variable for Boeing's 2026 recovery.
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Boeing Eyes 737 and 787 Delivery Growth in 2026 • Aviation Source
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(DE) Boeing CFO Expects Tailwind in 2026 • aero.de
Boeing sees increase in 737 and 787 deliveries in 2026 • Runway Girl
(DE) Boeing expects higher deliveries in the coming year • airliners.de
Boeing expects 737 and 787 delivery growth in 2026 • Air Data News
Boeing clears out last of stored aircraft & eyes faster deliveries in 2026 • aerospaceglobalnews.com
Reuters
• Allison Lampert