Boeing deal: $3.62B
Boeing secured a $3.62 billion order from China Southern Airlines for 777 freighters, its first major China win in years.
Snapshot · Bloomberg Intelligence
AI Cost Reality Check Hits Tech Stocks as Apple Hikes Price
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Jun 26, 2026
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Boeing's $3.62B China Southern Airlines Deal: Welcome But Not Transformative
At 17:02 · chapter starts 16:27
George Ferguson evaluates Boeing's 777 freighter deal with China Southern Airlines, noting it's a good order but 737 narrowbody orders would signal a true China market reopening. [1] — George Ferguson "Boeing landed a $3.62B order from China Southern Airlines for 777 freighters. Every order is good, but this one doesn't signal a broad Chin…" 17:02
Boeing's China Win: Good News — But Not Great News
Boeing landed a $3.62B order from China Southern Airlines for 777 freighters. Every order is good, but this one doesn't signal a broad China reopening. Airbus is still getting the majority of China's deliveries. What would really matter is 737 narrowbody orders — and those haven't come yet.
China's Boeing Freeze Was About Trade War, Not the MAX
China used the 737 MAX grounding as political cover to freeze Boeing out of its market during the US-China trade war. Since then, China's GDP growth has slowed, domestic demand has dropped, and the homegrown Comac C919 is ramping — just much slower than expected with only ~20 deliveries last year.
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