Key Stats for Boeing Stock
- 1-Year Price change for Boeing stock: 36%
- $BA Share Price as of Jan. 28: $242
- 52-Week High: $254
- $BA Stock Price Target: $259
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What Happened?
According to a CNBC report, Boeing (BA) outsold European rival Airbus in 2025 for the first time since 2018.
- Boeing logged 1,173 net orders last year, compared with Airbus’s 889, marking a significant competitive victory as the American planemaker’s turnaround gains momentum.
- The order win comes despite Airbus still delivering more aircraft overall. Airbus handed over 793 planes in 2025 while Boeing delivered 600 aircraft—its highest annual total in seven years.
- However, Boeing’s delivery pace is accelerating rapidly, nearly doubling its 2024 output as production ramps up on the 737 MAX and 787 Dreamliner programs.
Boeing delivered 160 aircraft in the fourth quarter alone, driving revenue to $23.95 billion and beating Wall Street’s $22.6 billion estimate. Free cash flow hit $400 million, roughly double analyst expectations. CEO Kelly Ortberg guided for $1 billion to $3 billion in positive free cash flow for 2026.
The competitive dynamics between Boeing and Airbus are shifting as airlines lock in delivery slots stretching into the 2030s.
Boeing’s recent order wins include Alaska Airlines’ purchase of 105 737-10s and Delta Air Lines’ order of at least 30 787 Dreamliners for early 2030s delivery.
These long-dated orders show airlines remain confident in Boeing’s recovery despite years of production problems.
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What the Market Is Telling Us About Boeing Stock
The 35% surge in Boeing stock in the past year reflects investor optimism that the company is closing the gap with Airbus after years of crisis.
Boeing has stabilized 737 MAX production at 42 aircraft per month and plans to increase to 47 later this year. The 787 program is running at 8 per month, with plans to reach 10 per month in 2026.
Airbus, meanwhile, continues to struggle with its own supply chain constraints.
- The European manufacturer delivered 793 aircraft in 2025—well below the record 863 planes it handed over in 2019.
- Engine shortages and supply chain bottlenecks have prevented Airbus from capitalizing fully on Boeing’s production troubles.
- Boeing stock has benefited from a record $567 billion commercial backlog with over 6,100 aircraft—both the 737 and 787 are sold firm into the next decade.
- Airbus also has a massive backlog, but Boeing’s ability to win more orders in 2025 suggests customers see the American manufacturer’s recovery as credible.
The order battle matters because it determines production rates and revenue visibility for years to come. Airlines pay the bulk of an aircraft’s price upon delivery, so Boeing’s rising delivery pace should drive significant cash flow improvements as production accelerates.
However, Boeing stock still faces challenges.
The company needs FAA approval to increase 737 MAX production beyond 42 per month, and certification delays on the 737-7, 737-10, and 777-9 remain unresolved. A potential engine durability issue on the 777X also emerged, though Boeing says it won’t delay 2027 deliveries.
For now, Boeing’s ability to outsell Airbus marks an important psychological and competitive milestone. If the company can continue ramping production while maintaining quality, Boeing stock could have significant upside.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
