Boeing Expects Stronger 737 & 787 Deliveries in 2026, CFO Says

Boeing’s Chief Financial Officer Jay Malave projects stronger aircraft deliveries in 2026 for both the 737 and 787 jets, signaling improved production momentum following FAA regulatory approval. Speaking at the UBS Global Industrials & Transportation Conference, Malave indicated that production rate increases implemented in late 2025 will translate into measurable delivery gains by Q1 2026, with minimal reliance on inventory drawdowns. The outlook suggests Boeing’s manufacturing operations are stabilizing after years of regulatory challenges, potentially strengthening cash flow recovery across the commercial aviation segment.