Boeing's Southeast Asia Orders and Record Backlog Highlight Resilient Demand Amid Production Challenges

Boeing is experiencing a surge in orders from Southeast Asia, including 40 787 Dreamliners from Vietnam and 50 737 MAX jets from Vietnam Airlines, despite ongoing quality-control issues and a stock that has declined over 4% this year.

• Boeing's Southeast Asia orders include 40 787 Dreamliners from Vietnam and 50 737 MAX jets from Vietnam Airlines.
• The company reported $89.5 billion in 2025 revenue and $2.48 EPS, its first positive earnings since 2018.
• Boeing's 737 MAX production remains capped at 42 units per month by the FAA, below its target of 47 or more.
• The company's debt increased to $54.1 billion in 2025, partly due to the $4.7 billion acquisition of Spirit AeroSystems.
• Boeing's backlog reached $682 billion in the fourth quarter of 2025.
• A U.S. Appeals Court upheld the dismissal of a major DOJ case related to the 737 MAX crashes, reducing a legal overhang.