Boeing’s CFO says the company expects higher deliveries of the 737 and 787 next year

Boeing It continues to express optimism about its business as the company wraps up the year and looks ahead to 2026.

The company expects deliveries of its 737 and 787 aircraft to rise next year, Chief Financial Officer Jay Malave said Tuesday at a UBS conference.

“When we now fast forward to 2026, we will increase our deliveries,” Malav said.

Boeing shares rose more than 7% in early trading Tuesday after Malave’s comments.

He added that he expects certification of the 737-10, which is years behind schedule, to come later in 2026.

Enhanced deliveries will be a “huge driver” of cash flow as well, Malave said, with positive free cash flow expected to reach billions in the “low single digits.” Boeing has not made an annual profit since 2018.

Malafi also said the company expects cash margins to get a “very big boost” through 2030 due to increased productivity.

Boeing has been seeing an upward trend following a period of heightened scrutiny following a door seal that exploded on a flight in January 2024. In July, CEO Kelly Ortberg said the company was starting to see changes in its business, including cutting its quarterly losses.

Boeing saw a strong pace of deliveries in October, putting it on track for its highest annual delivery total since 2018. The company said deliveries of its jetliners put it back in cash-positive territory for the first time in nearly two years in October.

These deliveries come after restrictions were lifted by the Federal Aviation Administration, allowing the company to sign off some of its 737 MAX and 787 Dreamliner aircraft before they reach customers.