Boeing's Big Bounce: Chinese Orders Return, Deliveries Surge Past Wall Street Expectations

Yahoo

09-07-2025

Boeing (NYSE:BA) just posted a major comeback signaldelivering 60 planes in June, up 27% year-over-year, and for the first time in months, Chinese customers are back on the list. That includes five 737 MAX jets, part of a long-awaited thaw in U.S.China trade tensions. Beijing had put a freeze on Boeing deliveries in April during a tariff flare-up, but lifted the restriction in May. That decision is already moving the needle. For a company still digging out of years of production setbacks and debt pressure, every delivery countsand Wall Street knows it.
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The monthly delivery breakdown paints a picture of Boeing regaining altitude: 42 of the bestselling 737 MAXs, nine 787 Dreamliners, and a handful of 767s and 777 freightersincluding KC-46 tankers headed to defense. Southwest led the pack, taking 10 MAX jets. Boeing also locked in 116 gross new orders for June, with British Airways booking 32 Dreamliners and Alaska Airlines adding 12 MAXs. Through the first half of 2025, total deliveries hit 280, led by 206 MAX jets. Notably, Singapore Airlines did cancel three MAX orders, and June's tally was down from May, one of Boeing's strongest order months on record.
Rival Airbus (EADSF) kept a narrow edge, delivering 63 aircraft in June. But Boeing's ability to restart Chinese deliveries and rack up 62 new 787 orders suggests the tide may be shifting. Widebody orderstraditionally Boeing's strongholdshowed fresh traction, possibly signaling stronger international demand recovery. With 625 net orders so far this year, Boeing still has ground to cover, but this latest data could be a meaningful step toward restoring investor confidence.
This article first appeared on GuruFocus.