What is the key takeaway from Boeing’s January update?

Boeing booked 107 orders, led by the Delta 787 order of 30 787-10s, while deliveries totaled 46 as 737 MAX handovers eased. The mix skews to widebodies, which typically carry stronger pricing and services revenue. This supports backlog quality and future cash conversion if production and deliveries remain consistent.

Does the Delta 787 order help BA stock near term?

Yes. It boosts confidence in long-haul demand and supports backlog value, which can aid cash flow. Technically, BA shows a strong trend with an overbought RSI near 76. That can invite pullbacks, so we prefer staged entries while watching monthly deliveries for sustained 787 momentum.

How should Japan-based investors view currency when considering BA?

BA trades in USD, so yen-based investors face FX exposure. Consider hedging USD risk or using position sizing that reflects currency swings. Focus on operating progress, 787 output stability, and free cash flow trends. Those fundamentals can offset exchange movements over time if execution improves.

Is Airbus’s lighter January a concern for Boeing?

Not directly. The January snapshot favors Boeing’s widebody momentum, while narrowbody timing varies month to month. The Delta 787 order signals strong long-haul demand. Investors should watch whether this widebody strength persists across Q1 and if Boeing can lift narrowbody deliveries without quality trade-offs.

Global Market Insights

BA Stock Today: Delta’s First 787 Order Lifts January Bookings – February 16

ByDanny Kontos February 16, 2026February 16, 2026

Delta 787 order is the headline from Boeing’s January update. Boeing reported 107 net orders, led by Delta’s first purchase of 30 787-10s, while deliveries totaled 46 as 737 MAX handovers eased. For Japan-based investors, strong widebody demand supports Boeing’s backlog and potential cash flow, a key driver for valuation. We review what this means for Boeing (BA), how it stacks up against Airbus’s lighter month, and the near-term watch items that could move the stock.