Investment
Features
FeesSafety
Academy
More
Pluang+

Boeing's $36.2B Korean Air deal boosts backlog but earnings impact won't start until 2030s.

Market News
18 Sep 2026
24/7 Wall Street
View Source
Neutral
Boeing's $36.2B Korean Air deal boosts backlog but earnings impact won't start until 2030s.

Boeing secured a $36.2 billion order from Korean Air for 737 MAX, 787-10, and 777X aircraft, with deliveries scheduled to begin in the early 2030s. This deal adds a named customer to Boeing's existing backlog, which already exceeds 6,200 planes valued at $597 billion. Despite the headline value, Boeing's earnings won't benefit from this order until the delivery phase in the 2030s, as payments are tied to production milestones and final delivery. Key factors influencing the timeline include certification of the 737-10, entry into service of the 777X, and factory production rates, with Boeing aiming to increase 737 output steadily. The deal reinforces Boeing's widebody aircraft roadmap amid execution challenges and competition from Airbus, highlighting the importance of delivery execution for future cash flow and earnings growth.

Boeing Co shares trade at USD 198.58 on Pluang as of Sep 19, 2026 02:02 WIB, up 0.80% for the day. The stock holds a market cap of $155.70 billion and an enterprise value of $181.59 billion. Pluang investors show full buying interest with 100% buy orders, reflecting confidence despite earnings delays from the Korean Air deal.

More News (BA)

Boeing shares drop 6% as CEO flags production delays, but BofA says selloff is overdone.

Boeing shares drop 6% as CEO flags production delays, but BofA says selloff is overdone.

Boeing's stock is down 6% after CEO Kelly Ortberg announced ongoing production challenges with the 737 and 787 models and a delay in 777X certification now expected in 2027. The delay is due to pending approval for a new engine seal. Despite these is...

Market News
Bearish
7 hours ago
Boeing shares drop as CEO admits 737 MAX ramp delays; analyst still forecasts 55% gains in a year.

Boeing shares drop as CEO admits 737 MAX ramp delays; analyst still forecasts 55% gains in a year.

Boeing's shares fell after CEO Kelly Ortberg revealed that stabilizing 737 MAX production is taking longer than expected, causing a recent 2.43% drop and an 11.66% decline over the past month. Despite these setbacks and a challenging 2026 with losses...

Analyst Insights
Bullish
12 hours ago
Boeing shares drop as 737 MAX production delays raise investor costs despite strong backlog.

Boeing shares drop as 737 MAX production delays raise investor costs despite strong backlog.

Boeing's CEO revealed that stabilizing 737 MAX production is delayed, causing shares to fall 3.64%. While management maintains a $1-$3 billion free cash flow target for 2026 and a long-term $10 billion goal, higher interest rates mean delayed cash fl...

Market News
Bearish
1 day ago
Boeing completes first 737 MAX landing gear exchange, boosting maintenance efficiency for airlines.

Boeing completes first 737 MAX landing gear exchange, boosting maintenance efficiency for airlines.

Boeing and American Airlines successfully completed the first landing gear exchange for a 737 MAX, marking a key milestone in Boeing's Landing Gear Exchange Program expansion to the MAX platform. This program provides overhauled, certified landing ge...

Market News
Bullish
4 days ago
banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App