Boeing Stock Rallies As FY25 Deliveries Jump 435%, Beating Growth At Rival Airbus

• Boeing delivered 600 commercial planes in FY25, compared to a mere 132 planes it delivered in 2024. 
• Boeing also said it delivered 160 commercial planes in the fourth quarter of 2025.
• Its European rival Airbus delivered 793 commercial planes in 2025, a 4% jump from 2024.

Shares of Boeing rallied on Tuesday after it announced that its full year 2025 deliveries of commercial planes jumped more than 400% compared to 2024. 

Boeing said it delivered 600 commercial planes in FY25, rising 435% compared to a mere 132 planes it delivered in 2024. However, it fell short of its European rival Airbus, who delivered 793 commercial planes in 2025. 

Boeing is seeing a renewed demand for its planes after challenging years for the aerospace giant. The company is ramping up its production for 737 Max and 787 dreamliners in order to meet global demand. 

Boeing also said it delivered 160 commercial planes in the fourth quarter of 2025, compared with 57 it delivered in the same quarter in 2024. 

Surge In Orders

Alaska Airlines last week, placed a record order for the plane manufacturer signaling that airlines are moving ahead with Boeing orders. Alaska Airlines placed an order for 105 Boeing 737-10 aircraft and five additional 787 widebody jets.

Boeing has also been able to win several key defense deals as well as new commercial orders from across the globe including middle east airline Emirates. 

Growth Outpaces Airbus

Boeing, despite delivering fewer commercial airplanes in 2025, posted significantly higher growth figures compared to its rival Airbus who posted a 4% growth in deliveries. 

Airbus had warned of supply issues hurting its delivery targets. It had trimmed its FY25 target of deliveries to 790 planes earlier. 

CEO Warns Of More Work To Do

Boeing’s chief Kelly Ortberg reportedly told employees last week that the company still has important work ahead in 2026, to continue their turnaround after a series of crises.

According to a report from Bloomberg News, Ortberg said, “To continue our turnaround, we still have important work ahead of us — perhaps even more than what we accomplished last year.”

The CEO will provide a full update on Boeing's performance when the company reports fourth-quarter earnings expected on January 27.

How Did Stocktwits Users React?

Retail sentiment around BA trended in ‘neutral’ territory amid ‘high’ message volume. 

Shares of Boeing have risen nearly 44% over the past year. 

For updates and corrections, email newsroom[at]stocktwits[dot]com.

 

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