Boeing anticipates an increase in aircraft deliveries and positive cash flow next year, as explained by its Chief Financial Officer, Jay Malave, during a UBS conference. The news boosted the company’s shares by more than 8 percent on Tuesday morning. The company seeks to strengthen its position after more than five years of crisis that affected production and generated significant debt.
Malave indicated that the goal is to grow cash flow steadily, a critical metric for investors. He commented that they expect a positive figure in the low single-digit range, representing a significant improvement from the previous year.
Key Programs to Drive Results
The executive stated that deliveries for the 737 and 787 programs will increase next year. This growth, along with improvements in the defense and space unit, is shaping up to be one of the central factors for raising margins in 2026.
Malave also expressed confidence that the 737-10 will obtain certification before the end of the year. With this, the company reaffirms its goal of achieving an annual free cash flow of $10 billion.
→ Boeing Advances 777-9 Certification: Enters Third Testing Phase
Competition with Airbus and Market Challenges
Despite these expectations, Boeing continues to lag behind Airbus. The success of the A321neo and the incidents linked to the 737 have affected the American manufacturer’s image. The gap in orders and deliveries has been wide in recent years.
Meanwhile, Airbus faces an industrial issue related to fuselage panels on several dozen aircraft from the A320 family, according to industry sources. This finding comes after the temporary withdrawal of some models due to a software fault reported over the weekend.
Boeing’s strategy aims to consolidate a sustained recovery based on increased production, operational improvements, and new certification milestones. The market continues to watch every move by the manufacturer, which is trying to regain competitiveness in a sector marked by commercial pressure and industrial challenges.
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