Alaska Airlines orders 110 Boeing aircraft

Watch on YouTube ↗  |  January 07, 2026 at 14:49  |  3:04  |  CNBC
Speakers
Phil LeBeau — Auto & Airlines Reporter, CNBC
Jim Cramer — Host, Mad Money

Summary

CNBC's Phil LeBeau reports that Alaska Airlines is ordering 120 Boeing aircraft, including 105 737 MAX 10s and five 787 Dreamliners, plus 35 options worth about $17 billion at list prices. The order supports Alaska's international expansion and comes as Boeing is expected to end 2025 with more orders than Airbus for the first time in years. Jim Cramer discusses his Boeing position, noting the 787s may allow Boeing to recognize earnings sooner than expected.

  • Alaska Airlines places a 120-aircraft order with Boeing.
  • Order includes 105 737 MAX 10s and five 787 Dreamliners, plus 35 options.
  • List value of 110 aircraft plus options is about $17 billion.
  • Boeing is expected to end 2025 with more orders than Airbus.
  • Phil LeBeau says Alaska is growing and expanding internationally.
  • Jim Cramer discloses a Boeing position and sees 787 availability as a near-term earnings catalyst.
  • Alaska CEO Ben Minicucci will discuss the order later on CNBC.
  • The 737 MAX 10 is expected to be certified this year with first deliveries in 2027.
Ideas
Phil LeBeau Auto & Airlines Reporter, CNBC 0:20
Alaska grows via Boeing aircraft order
Alaska Airlines is placing a huge order for 120 Boeing aircraft, including 105 737 MAX 10s and five 787 Dreamliners, plus 35 options, with a list value of about $17 billion. The order supports Alaska's expansion of its international route network and shows the airline is growing beyond its West Coast base.
Jim Cramer Host, Mad Money 2:15
Boeing 787 availability pulls earnings forward
Cramer owns Boeing and sees a nearer-term earnings catalyst from the Alaska order because the 787 Dreamliners are available, unlike the 737 which may remain in tight supply. Despite concerns that no planes are available until 2030, he argues Boeing may be able to recognize some of these earnings this year.
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This CNBC video, published January 07, 2026, features Phil LeBeau, Jim Cramer discussing ALK, BA. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Phil LeBeau, Jim Cramer  · Tickers: ALK, BA