Boeing Stock Jumps 7% After CFO Says 737 and 787 Deliveries Will Rise Next Year

Boeing shares surged roughly 7% after Chief Financial Officer Jay Malave told investors the company expects an uptick in deliveries for both its 737 and 787 jet families next year. The CFO's remarks, delivered on Tuesday, signaled a potential improvement in the aircraft maker’s production cadence and were welcomed by markets looking for evidence that Boeing is moving past recent supply-chain and production disruptions.

Deliveries are a key revenue driver for commercial aircraft manufacturers: more aircraft handed over to airline customers typically translates into higher reported revenue and improved cash flow. An increase in 737 deliveries would be especially significant given the model’s central role in Boeing’s commercial backlog and its importance to airlines’ short- and medium-haul fleets. Meanwhile, a rise in 787 deliveries would indicate progress on a program that has faced well-documented manufacturing and delivery delays in prior years.

Analysts and investors will watch closely for follow-up comments and updated guidance from Boeing’s management. The company has been working through complex production and supplier issues, and even modest improvements in assembly rates or supply reliability can change the outlook for deliveries. Market participants typically parse CFO and management commentary for clues about production ramp schedules, spare-part availability and certification timelines—factors that determine how quickly promised increases in deliveries can materialize.

While the immediate stock reaction was positive, observers caution that forward-looking statements are contingent on many variables. Continued supply-chain stability, sustained labor and materials availability, and successful regulatory oversight are all necessary for the anticipated delivery increases to be realized. For investors, the CFO’s projection is encouraging but not a guarantee—Boeing will need to translate expectations into consistent execution to sustain the rally. Still, Tuesday’s move suggests that, at least for now, the market is optimistic that production momentum may pick up next year.