Stock Markets February 10, 2026

Boeing Kicks Off Year With Strong January Deliveries and Robust Order Book

46 jets handed over in January; net orders outpace Airbus as lessors and carriers place major 737 and 787 commitments

By Priya Menon
Boeing Kicks Off Year With Strong January Deliveries and Robust Order Book

Boeing reported 46 aircraft deliveries in January, its third-largest January total on record, and posted 103 net new orders after 107 bookings and four cancellations. The company outperformed Airbus on both deliveries and net orders for the month, while lessors and major carriers placed sizable 737 MAX and 787 requests.

Key Points

  • Boeing delivered 46 jets in January, the third-highest January total in company history, including 38 737 MAX and five 787 Dreamliners - impacts aerospace manufacturing and airline fleet deployment.
  • Boeing reported 107 new orders and four cancellations in January, yielding 103 net new orders and topping Airbus' 49 net orders for the month - relevant to capital equipment and aircraft leasing markets.
  • Major transactions included a 50-aircraft 737 MAX order from Aviation Capital Group and 34 new 787 orders (30 from Delta Air Lines and four from EVA Airways) - affecting lessors, airlines, and supply-chain throughput.

Boeing reported on Tuesday that it delivered 46 aircraft in January, marking the third-highest delivery total for that month in the company's history. The January deliveries included 38 of the 737 MAX family and five 787 Dreamliners.

January's total was lower than December's 63 deliveries, with December noted as frequently the busiest month for handovers. European planemaker Airbus delivered 19 jets during January, the company said, consisting of 15 A320neo-family aircraft, three A220s and one A350.

Aircraft deliveries are closely monitored by investors because manufacturers typically receive the bulk of customer payments when jets are handed over. In January Boeing reported 107 new orders alongside four cancellations, producing 103 net new orders for the month. That net order figure exceeded Airbus' 49 net orders for January.


Several material orders and cancellations drove the monthly totals. Lessor Aviation Capital Group placed an order for 50 737 MAX jets with Boeing, split evenly between the 737-8 and 737-10 variants. Air India finalized an order for 20 737-8s last month and also publicly disclosed an earlier order for 10 737-10s.

Boeing logged 34 new orders for 787 Dreamliners in January, including 30 placed by Delta Air Lines and four by Taiwan's EVA Airways. At the same time, a small number of orders were canceled: two 737s on order were scrapped - one each from lessor BOC Aviation and Spain's Air Europa - while Papua New Guinea carrier Air Niugini canceled orders for two 787s.

Separately, the company noted that it received more orders than Airbus over the past year, marking the first time that occurred in seven years.


The January figures highlight a busy start to the year for Boeing's delivery and order activity, driven by commitments from leasing companies and major carriers as well as a handful of cancellations that trimmed gross bookings.

Risks

  • Order cancellations occurred in January - two 737s (one from BOC Aviation, one from Air Europa) and two 787s (Air Niugini) - introducing volatility in backlog and revenue timing for aerospace suppliers and financiers.
  • Delivery totals fell from December's 63 to January's 46, reflecting month-to-month seasonality that can affect cash collection timing since manufacturers receive most payment upon aircraft handover - relevant to corporate cash flow and working-capital dynamics.

More from Stock Markets

Rolls-Royce Poised to Announce Up to £1.5 Billion Share Buyback Alongside Annual Results Feb 22, 2026 DAE Capital Nears Purchase of Macquarie AirFinance, Sources Say Feb 22, 2026 S&P 500 Shows Signs of Tightening Range; Strategist Sees Potential for a Big Move Feb 22, 2026 Supreme Court to Clarify Reach of Helms-Burton Act in Multi-Billion Dollar Cuba Claims Feb 22, 2026 Switzerland Pulling Ahead in Early Economic Gains from AI Feb 22, 2026