US approves potential sale of munitions, guidance kits to Saudi Arabia worth $5 billion

Boeing's Defence, Space & Security division delivered 33 platforms in Q3 2026, down from 35 in Q2. Deliveries included helicopters, tankers, and combat aircraft. Year-to-date total is 98. The division also received a $20bn US Navy contract for the F/A-XX fighter program.

Boeing reported six 777F orders in 2026, including two from Ethiopian Airlines and two each from China Airlines and China Southern Cargo. Deliveries reached 20 this year, with 38 unfilled orders remaining. The FAA's emissions exemption allows Boeing to sell 35 more 777Fs beyond 2027, boosting the freighter market and bridging the gap until the 777-8 freighter's launch.

Boeing delivered 161 aircraft in Q3, below the expected 168. The stock fell 1.6% to around $186. RBC maintained a Buy rating on Boeing, citing valuation and EPS revisions.

Boeing delivered 161 jets in Q3 2026, a 3% increase from its first-half average. The 737 program saw a 2% increase, while the 767 and 787 programs saw larger percentage gains. The 777 program delivered 33% fewer jets, but this is considered a timing issue. Boeing also won a multi-billion-dollar contract for the F/A-XX fighter and two other defense contracts. Four airlines announced orders for Boeing aircraft, including Korean Air's $36.2 billion order for 103 jets.

Boeing delivered 475 commercial aircraft in 2026's first nine months, up 8% year-over-year, with 737 deliveries driving growth. It trails Airbus, which delivered 547. Boeing needs 126 more deliveries in Q4 to surpass 2025's total of 600. New orders in September included 165 aircraft, led by a Turkish Airlines order for 100 737 MAX jets. Boeing's backlog grew to 6,371 aircraft by September 2026, according to Reuters.

Airbus and Boeing reported September 2026 commercial aircraft orders and deliveries. Airbus delivered 72 jets, mostly A320neo family, while Boeing delivered 57, including 43 737 MAXs. Airbus had 17 orders, all A320neo, while Boeing had 165, mostly 737 MAX. Airbus leads in 2026 orders (1,174 vs. 663). Airbus's backlog is 9,304; Boeing's is 6,856.