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CNBC • Morgan Chittum

Boeing delivery pickup boosts investor confidence in the turnaround

Fresh reporting points to a near-term pickup in Boeing deliveries—an indicator investors are watching most closely for proof that the company’s recovery is translating into production momentum. The signal comes as prior delivery performance and 737 stability remain key benchmarks for market sentiment.

2026-05-12T13:10:16.555721-07:00

The War Zone

Pentagon weighs restoring E-7 Wedgetail radar priority after E-3 AWACS loss in Iranian attack

2026-05-12T15:57:14.830076-07:00

Air Data News

Boeing’s backlog surges past 6,200 jets after April order wave

2026-05-12T10:17:36.273635-07:00

newsroom.lufthansagroup.com

Lufthansa to move to 90% control of ITA Airways, formalizing majority stake deal for EUR325 million

2026-05-12T02:05:54.075685-07:00

News Timeline

The War Zone

Pentagon weighs restoring E-7 Wedgetail radar priority after E-3 AWACS loss in Iranian attack The Pentagon is reconsidering the Air Force’s radar/AEW&C posture following the loss of an E-3 Sentry to an Iranian attack, with E-7s viewed as the needed replacement for the dwindling, aging E-3 fleet. The reassessment underscores how combat attrition is driving near-term radar capacity decisions.

2026-05-12T15:57:14.830076-07:00

Pentagon weighs restoring E-7 Wedgetail radar priority after E-3 AWACS loss in Iranian attack

CNBC

Boeing delivery pickup boosts investor confidence in the turnaround Fresh reporting points to a near-term pickup in Boeing deliveries—an indicator investors are watching most closely for proof that the company’s recovery is translating into production momentum. The signal comes as prior delivery performance and 737 stability remain key benchmarks for market sentiment.

2026-05-12T13:10:16.555721-07:00

Boeing delivery pickup boosts investor confidence in the turnaround

Breaking Defense

Pentagon reverses E-7A Wedgetail funding cut, commits money in FY2027 request US Defense Secretary Pete Hegseth said the E-7 Wedgetail “has a future,” reversing a prior Pentagon decision to zero out funding. The Pentagon now plans to commit to funding the E-7A in its 2027 budget request, following lawmakers’ pressure and a stated shift in approach.

2026-05-12T10:27:11.266050-07:00

Pentagon reverses E-7A Wedgetail funding cut, commits money in FY2027 request

Air Data News

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Boeing’s backlog surges past 6,200 jets after April order wave Boeing booked 135 net new orders in April, nearly doubling first-quarter performance and bringing year-to-date totals to 284 aircraft—its strongest start since 2014. April demand included major momentum behind the 787 and 777X programmes, lifting the company’s backlog to more than 6,200 jets.

2026-05-12T10:17:36.273635-07:00

Boeing’s backlog surges past 6,200 jets after April order wave

AirInsight

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Boeing books an undisclosed order for 28 777X aircraft Boeing has received an undisclosed order for 28 Boeing 777X aircraft, with the counterparty, configuration, and delivery schedule not disclosed in the reported item. The order adds to the 777X order pipeline as Boeing continues work to position the program for long-range widebody demand.

2026-05-12T09:36:53.612587-07:00

Boeing books an undisclosed order for 28 777X aircraft

Air Data News

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United to relaunch daily Houston–Caracas nonstop on Aug. 11, 2026 with 737-8 MAX United Airlines will restart nonstop daily service between Houston (IAH) and Caracas (CCS) on Aug. 11, 2026, nearly nine years after the route was suspended. The relaunch will use a Boeing 737-8 MAX, a higher-capacity “166-seat” configuration aimed at outdoing American’s latest Venezuela capacity steps.

2026-05-12T06:50:03.343350-07:00

United to relaunch daily Houston–Caracas nonstop on Aug. 11, 2026 with 737-8 MAX

Air Data News

Boeing restarts internal studies for a new upper-end single-aisle to challenge Airbus’ A321neo Boeing is intensifying internal work on a new commercial aircraft positioned at the upper end of the single-aisle market, where Airbus has built a strong lead with the A321neo family. The company’s renewed studies come as its broader commercial-aircraft strategy remains in flux amid ongoing industry competition.

2026-05-12T03:24:18.391434-07:00

Boeing restarts internal studies for a new upper-end single-aisle to challenge Airbus’ A321neo

newsroom.lufthansagroup.com

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Lufthansa to move to 90% control of ITA Airways, formalizing majority stake deal for EUR325 million Lufthansa has confirmed it is formalizing its option to buy an additional 49% in ITA Airways, taking its stake to 90% for EUR325 million. The move follows the group’s earlier plan to secure control in late 2Q26/early 2027, extending Lufthansa’s integration of ITA into its systems and alliance operations.

2026-05-12T02:05:54.075685-07:00

Lufthansa to move to 90% control of ITA Airways, formalizing majority stake deal for EUR325 million

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Boeing News

Boeing delivery pickup boosts investor confidence in the turnaround

Pentagon weighs restoring E-7 Wedgetail radar priority after E-3 AWACS loss in Iranian attack

Boeing’s backlog surges past 6,200 jets after April order wave

Lufthansa to move to 90% control of ITA Airways, formalizing majority stake deal for EUR325 million

News Timeline