Boeing Gets $50B in March Orders—Is the Stock a Buy Now?

Published 04/04/2025, 08:38 AM

Business is booming for American aerospace giant Boeing (NYSE:BA). At least, it seems that way, judging by the more than $50 billion in potential new aircraft orders and contracts it procured in the last two weeks of March 2025. This is on top of the company’s half-trillion dollars in backlog.

The aerospace sector leader shares a duopoly in the passenger aircraft industry with French rival Airbus. By the looks of it, Boeing’s business is going to get even busier with more export tariffs looming that will persuade U.S. airlines to purchase their planes over their rival. Yet, the stock is still trading down -5.66% year-to-date (YTD) as of April 1, 2025. This could be the time to buy the dip during the market selloff.

Boeing Racks Up Over $50 Billion of Deals in March 2025

When it rains, it pours. And it’s pouring contracts for Boeing. In the last two weeks of March 2025 alone, the company procured deals that could reap over $100 billion in sales. Here are some of them:

  • Japan Airlines ordered 17 more Boeing 737-8 airplanes on March 25, adding to an existing 2023 order of 21 aircraft for a total of 38 airplanes for delivery commencing in 2026.
  • Korean Airlines finalized an order for 20 Boeing 777-9 and 20 Boeing 787-10 airplanes, with options for 10 more 787 Dreamliners, valued at around $32.7 billion, on March 27. It is Korean Air’s largest deal ever with Boeing for up to 50 widebody aircraft.
  • Malaysia Airlines ordered 18 Boeing 737-8 and 12 Boeing 737-10 aircraft and options for up to 30 more 737 MAX aircraft, with delivery starting in 2029.
  • BOC Aviation ordered 50 Boeing 737-8 jets on March 30. BOC Aviation has increased its backlog of aircraft to 138 orders. It currently leases 69 Boeing 737 MAX airplanes to over 15 airlines worldwide.
  • The United States Air Force closed a contract with Boeing under its Next Generation Air Dominance (NGAD) program to build the next-gen F-47 fighter jet on March 21. It is the sixth generation fighter jet. The contract is estimated to be worth hundreds of billions over the program’s multi-decade lifetime.
  • The United States Air Force awarded a $2.45 billion modification to a previous contract for the C-17 Globemaster III sustainment on March 31. The full contract value now stands at $7.59 billion.

The total contract value of deals added in March 2025 exceeds $50 billion, showing no demand shortage for Boeing’s planes. Yet the company is still proceeding with a 10% workforce reduction—about 17,000 jobs—not including the engineers affected by last November’s 33,000-member mechanic union strike.

Boeing Racks Up Over $50 Billion of Deals in March 2025

When it rains, it pours. And it’s pouring contracts for Boeing. In the last two weeks of March 2025 alone, the company procured deals that could reap over $100 billion in sales. Here are some of them:

  • Japan Airlines ordered 17 more Boeing 737-8 airplanes on March 25, adding to an existing 2023 order of 21 aircraft for a total of 38 airplanes for delivery commencing in 2026.
  • Korean Airlines finalized an order for 20 Boeing 777-9 and 20 Boeing 787-10 airplanes, with options for 10 more 787 Dreamliners, valued at around $32.7 billion, on March 27. It is Korean Air’s largest deal ever with Boeing for up to 50 widebody aircraft.
  • Malaysia Airlines ordered 18 Boeing 737-8 and 12 Boeing 737-10 aircraft and options for up to 30 more 737 MAX aircraft, with delivery starting in 2029.
  • BOC Aviation ordered 50 Boeing 737-8 jets on March 30. BOC Aviation has increased its backlog of aircraft to 138 orders. It currently leases 69 Boeing 737 MAX airplanes to over 15 airlines worldwide.
  • The United States Air Force closed a contract with Boeing under its Next Generation Air Dominance (NGAD) program to build the next-gen F-47 fighter jet on March 21. It is the sixth generation fighter jet. The contract is estimated to be worth hundreds of billions over the program’s multi-decade lifetime.
  • The United States Air Force awarded a $2.45 billion modification to a previous contract for the C-17 Globemaster III sustainment on March 31. The full contract value now stands at $7.59 billion.

The total contract value of deals added in March 2025 exceeds $50 billion, showing no demand shortage for Boeing’s planes. Yet the company is still proceeding with a 10% workforce reduction—about 17,000 jobs—not including the engineers affected by last November’s 33,000-member mechanic union strike.

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