Boeing Company faces new 787 delivery delays, shares trade lower on NYSE

By Anna Wagner, Analysts & Consensus desk. Reviewed prior to publication on 2026-06-30, 14:08.

Boeing Company (US0970231058) starts Tuesday with fresh headlines around its 787 program. Air New Zealand has pushed back delivery of two Boeing 787 aircraft to the first half of 2027 and is "re-profiling" its order book, according to a Reuters-based market report from June 30, 2026.

What Reuters reports on 787 delays

On June 30, 2026, Air New Zealand said two Boeing 787s it had expected in its 2026 financial year will now arrive in the first half of 2027, as it adjusts to what it called a "concertina" impact in fiscal 2027 linked to fleet planning and manufacturer discussions, as summarized in a Reuters-derived note carried by MarketScreener. The airline confirmed it still has 10 Boeing 787 aircraft on order and is in talks with manufacturers about re-profiling deliveries, underscoring that Boeing's widebody backlog remains strategically important for carriers in the Asia-Pacific region.

The pushback of these two 787 deliveries comes after a series of high-profile schedule changes across the global widebody market in recent years, which have often involved Boeing and its European rival Airbus SE as they work through supply-chain bottlenecks and cabin-customization slots for customers such as Air New Zealand, Qantas, and United Airlines. For Boeing, each incremental deferral extends the timeline for recognizing revenue on individual frames while keeping the long-term contract value on its commercial backlog intact.

Analyst view on the Boeing stock

Despite short-term noise around individual customer schedules, multiple analyst summaries continue to highlight the scale of Boeing's order book and its potential for cash flow recovery. A June 2026 analysis on a U.S. investment platform cites a Boeing backlog of around 682 billion dollars for commercial, defense, and services combined and notes that management targets free cash flow in the low single-digit billion range by 2026 as 737 MAX and 787 deliveries ramp.

According to consolidated data from a June 30, 2026, stock snapshot for the BA ticker on a global brokerage platform, Boeing shares have gained roughly high single digits over the past twelve months but gave back more than 4 percent over the most recent week, reflecting investor sensitivity to each new production or delivery headline. The same data set shows a market capitalization around 170 billion dollars, placing Boeing among the largest industrial constituents of the S&P 500 alongside peers such as Airbus-listed parent Airbus SE in Europe and defense-focused BAE Systems in London.

The product behind the stock

A core commercial product at Boeing Company is the 787 Dreamliner, a long-range widebody aircraft family with extensive use of composite materials designed to reduce weight and fuel burn on routes such as Auckland-Los Angeles or Auckland-New York. Airlines including Air New Zealand, American Airlines, and All Nippon Airways use the Boeing 787 to serve high-demand long-haul markets where lower operating costs and range flexibility are central to network planning.

Where the stock trades today

As of 2026-06-30, 14:00 New York time, Boeing Company shares (US0970231058) trade on the NYSE at around 214.70 US dollars, based on recent consolidated quote data for the BA ticker.

Disclaimer: This article is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell securities. All data are based on sources considered reliable as of the stated dates and may change without notice.