Boeing reported its best quarter for deliveries in seven years. How are stocks reacting?

Boeing Aerospace Corporation delivered 160 airplanes in the third quarter, its best result since 2018, indicating that the manufacturer is starting to recover from the crisis, Bloomberg writes. Boeing is seeking state regulator approval to increase production of narrow-body airplanes beyond the limits that now restrict the company's capacity

Boeing delivered a total of 160 airplanes to customers during the third quarter, the company said. This was the company's best quarterly result in seven years, Bloomberg noted. The annual result at this pace could also be the best in the same time frame, CNBC added. Boeing produced 440 commercial airplanes in the first nine months of 2025. By comparison, Europe's Airbus handed over 507 airplanes to customers during the same period, Reuters wrote.

Boeing delivered 55 airplanes to customers in September, including 41 of the 737 family. Boeing accelerated the pace of shipments of this model: in the third quarter, the average rate was about 40 airplanes per month after 38 in the second quarter, Bloomberg calculated. Deliveries are being made both by new planes from the assembly line and by airplanes previously assembled but not yet delivered to customers: the company is reducing inventories of finished 737 Max, Bloomberg reported.

Boeing received 96 orders for new airplanes in September with one canceled order, and Boeing's total net orders since the beginning of the year is 870 airplanes, Bloomberg calculated.

The company's shares gained more than 1% in trading on October 14, but then lost the gained and ended the day down 0.6%. The share price fell $214.3 amid a decline in the S&P500 index due to the ongoing trade disagreements between the U.S. and China. In the post-market, the securities appreciated by more than 0.1%.

The aircraft maker is seeking approval from the U.S. Federal Aviation Administration (FAA) to increase production of narrow-body aircraft by 10 percent. "I think we're pretty close," CEO Kelly Ortberg said in September of the FAA's approval process to increase limits. - We need to stabilize that bottom line. And we're certainly still on track to produce 42 airplanes per month by the end of the year."

This is an important step to build up its cash cushion, Bloomberg notes. According to its data, the company has notified suppliers that it could raise volumes as early as this month and then increase production twice in 2026.

A year earlier, Boeing delivered only 291 airplanes due to a workers' strike and increased oversight by authorities. The company has been struggling for several years to overcome the consequences of a series of production incidents related to deteriorating assembly quality control.

Boeing is also benefiting from President Donald Trump's "airplane diplomacy" in 2025. For example, new orders include 50 Dreamliner for Turkish Airlines, the contract for which was signed after Turkish President Recep Tayyip Erdogan visited the White House on Sept. 25. In August, it also became known about Korean Air's order for 103 aircraft. Qatar Airways ordered at least 160 Boeing wide-body jets during U.S. President Donald Trump's visit to Doha in May. Saudi Arabia plans to buy 30 airplanes.

On August 21, Bloomberg, citing sources, reported that Boeing is close to concluding a contract for the delivery of up to 500 airplanes to China, which is one of the most important markets for the company.

This article was AI-translated and verified by a human editor