Why It Took Years For Boeing To Finally Get The Orders For The 787-10 It Always Wanted
Boeing's 787-10 Dreamliner, launched in 2013, saw slow sales due to range limitations. Recent orders from major airlines like Qatar Airways, British Airways, Delta, and United have boosted its sales, with 433 orders by mid-2025. The 787-10 offers higher capacity but shorter range than competitors like the Airbus A350-900, making it suitable for medium-haul routes. Boeing's backlog for the 787-10 has grown significantly, reaching 433 orders by mid-2025, as airlines prioritize capacity over range.
How this was made
The 30-second read
Why it matters
The fresh orders could improve Boeing's backlog visibility and support its stock, while airlines may benefit from higher seat efficiency.
Market read
New 787-10 orders signal a shift in airline fleet strategy, potentially boosting Boeing's stock and influencing the widebody market.
What to watch
Airlines may still favor Airbus for longer routes; 787-10 range limits its appeal.
Background
The article reviews Boeing's 787-10 sales history and recent surge in orders from major airlines.
Ticker impact
Boeing received new firm orders for the 787-10 from Delta and United, boosting its backlog.
likely upside as the market prices in higher 787-10 demand
The article reports fresh, sizable orders that were not previously disclosed.
Delta Air Lines placed its first 787-10 order, breaking a decade of Airbus-only widebody purchases.
potential modest upside as investors view the diversification favorably
The order is a new development for Delta, but the impact is limited to a single airline.
United Airlines converted 56 pending 787-9 orders to the larger 787-10 model.
slight upside as the fleet upgrade is seen as capacity‑enhancing
The conversion is a fresh corporate action that could affect United's operating economics.
Market effects
Widebody jet market may tilt toward Boeing as airlines seek higher seat capacity.
US carriers increasing Boeing demand could boost domestic aerospace supply chain.
New 787-10 orders affect global competition with Airbus A350 and A330neo.
Counterpoint
Higher 787-10 orders may strain Boeing's production capacity, risking delays.
Key entities
- CompanyBoeing
Manufacturer of the 787-10 Dreamliner.
- CompanyDelta Air Lines
Placed first 787-10 order, breaking Airbus loyalty.
- CompanyUnited Airlines
Converted 56 787-9 orders to 787-10.
