Alaska Airlines Places Record Order for Boeing 737-10, 787 Jets

• Alaska placed an order for 105 Boeing 737-10 aircraft and five additional 787 widebody jets.
• The order lifts Alaska’s total Boeing orderbook to 245 aircraft.
• The five new 787s will support long-haul expansion, enabling Alaska to serve at least 12 international destinations from Seattle by 2030.

Alaska Air Group (ALK), on Wednesday, said it will order 105 Boeing (BA) 737-10 aircraft and five additional 787 widebody jets, marking the largest aircraft order in the company’s history.

The airline also secured rights to purchase 35 more 737-10s, extending its delivery schedule through 2035 and locking in key production slots. The order lifts Alaska’s total Boeing orderbook to 245 aircraft, on top of the 94 MAX jets currently in service. 

The five new 787s will support long-haul expansion, enabling Alaska to serve at least 12 international destinations from Seattle by 2030. Alaska expects its fleet to exceed 550 aircraft by 2035.

"This fleet investment builds on the strong foundation Alaska has created to support steady, scalable and sustained growth, and is another building block in executing our Alaska Accelerate strategic plan," said Ben Minicucci, CEO of Alaska Air Group.

ALK shares were up 1% at the time of writing, while BA stock climbed 0.4% higher.

"This fleet investment builds on the strong foundation Alaska has created to support steady, scalable and sustained growth, and is another building block in executing our Alaska Accelerate strategic plan," said Ben Minicucci, CEO of Alaska Air Group.

ALK shares were up 1% at the time of writing, while BA stock climbed 0.4% higher.

Earlier this week, its wholly-owned unit Hawaiian Airlines announced a $600 million investment over the next five years to improve travel experience across Hawai‘i. Work will begin in 2026 and will continue through 2029.

The plan includes modernizing airport facilities, upgrading technology, refreshing aircraft interiors, and expanding community and sustainability initiatives throughout the islands.

How Did Stocktwits Users React?

Retail sentiment for ALK on Stocktwits turned 'extremely bullish' from 'bullish' a day earlier, amid 'high' message volumes, while sentiment for BA turned ‘bullish’ from ‘neutral’.

One user sees strong relative strength for BA on the ALK order news.

Over the past one year, ALK has fallen 22%.

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