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Boeing hits record $745B backlog but delays in plane production hit stock and cash flow.

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28 Oct 2026, 16:46 WIB
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Bearish
Boeing hits record $745B backlog but delays in plane production hit stock and cash flow.

Boeing reported its largest order backlog ever at $745.4 billion, including 6,300 commercial jets, but struggles to build planes fast enough, causing delivery delays and cash flow issues. The stock dropped to a 52-week low as the company pushed back its 737 MAX production ramp to 2027 and faced delays in widebody aircraft deliveries. Despite strong demand, cost overruns and slower deliveries led to a quarterly loss and missed profit estimates. Boeing projects free cash flow growth by 2029 but investors remain cautious amid the slower recovery timeline.

Boeing's market capitalization stands at $133.27 billion as of Oct 28, 2026, 21:02 WIB, with a dividend yield of just 0.03%, reflecting its cautious cash flow position amid production challenges. The stock is trading at USD 165.45, down 1.62% on the day, with a high trading volume of 46,971,337 shares on Pluang, where 72% of order activity is buying. Typical investors hold Boeing shares for about 84 days, indicating moderate trading interest despite the company's ongoing delivery delays and backlog issues.

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