Alaska Airlines Places Landmark Order for Boeing Aircraft

In a significant vote of confidence, Alaska Airlines has placed its largest-ever aircraft order with Boeing, committing to 110 new jets. The deal arrives at a crucial juncture for the aerospace manufacturer, which has faced recent operational challenges. Notably, the airline was itself involved in a high-profile incident involving a Boeing 737 MAX 9 door plug just two years ago, making this substantial commitment a powerful symbolic gesture.

The firm order, announced Wednesday, comprises 105 units of the forthcoming 737 MAX 10 model and five 787 Dreamliner wide-body jets. Alaska Airlines also secured options for 35 additional MAX aircraft. Based on historical list prices, the agreement carries an estimated value of approximately $15 billion, though substantial discounts are customary for orders of this volume.

Deliveries are scheduled to stretch through 2035, providing Boeing with long-term visibility and production stability. Stephanie Pope, CEO of Boeing Commercial Airplanes, stated the order demonstrates customer recognition of the company's revamped quality and operational processes.

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A key aspect of the deal is that the 737 MAX 10 variant is still undergoing final certification procedures with regulators. Alaska Airlines' decision to place a major order ahead of formal approval signals strong anticipation of a timely certification.

Financial Context and Upcoming Report

Boeing's share price strengthened by 1.4% on Wednesday, closing at $229.84. The equity now trades notably above its 200-day moving average and held above the $230 level in pre-market activity on Thursday.

Market attention now turns to Boeing's scheduled fourth-quarter 2025 earnings release on January 27. Chief Executive Officer Kelly Ortberg and Chief Financial Officer Jay Malave are set to address analysts at 10:30 a.m. ET. Investors are anticipated to seek clarity on two primary fronts: the updated certification timeline for the 737 MAX 10 and the production rate trajectory for the 787 Dreamliner program.