Alaska Airlines has unveiled the most ambitious fleet expansion in its history, announcing a landmark order for 110 Boeing aircraft that cements its transformation from a regional carrier into a global aviation player.

A Historic Partnership Reaches New Heights

The deal, announced on Tuesday, marks the largest aircraft order in Alaska Airlines' 92-year history and kicks off the 60th year of the carrier's partnership with Boeing. The order includes 105 Boeing 737-10 aircraft—the largest variant in the MAX family—along with five 787 Dreamliner widebody jets for long-haul international service.

Shane Jones, who oversees Alaska Airlines' fleet operations, told reporters that the airline expects FAA certification of the Max 10 this year, with deliveries beginning in 2027. The order also includes options for an additional 35 MAX aircraft, bringing the total potential commitment to 145 planes.

"This order represents a defining moment for Alaska Airlines as we transform into a truly global carrier. Our partnership with Boeing has never been stronger."

— Ben Minicucci, Alaska Airlines CEO

From Regional Carrier to Global Contender

The order reflects Alaska's strategic pivot following its 2024 acquisition of Hawaiian Airlines. With this deal, Alaska's fleet will grow from its current 413 aircraft to 475 by 2030 and 550 by 2035—a trajectory that positions the carrier among North America's largest airlines.

The five 787 Dreamliners are particularly significant, as they will enable Alaska to launch new long-haul routes from its Seattle hub to destinations in Europe and Asia. The airline has signaled plans to leverage Hawaiian's Pacific network while using Seattle as a gateway to European capitals.

Key Deal Terms

  • 105 Boeing 737-10 aircraft for domestic and high-density routes
  • 5 Boeing 787 Dreamliners for international expansion
  • Options for 35 additional MAX jets through the mid-2030s
  • Total order book with Boeing now stands at 245 aircraft

Rebuilding Trust After the Door Plug Incident

The order carries added significance given the turbulence in Alaska's relationship with Boeing. In January 2024, a door plug panel blew out of a Boeing 737 MAX 9 operated by Alaska Airlines, forcing an emergency landing and grounding MAX 9 aircraft nationwide for weeks.

The incident intensified regulatory scrutiny of Boeing's manufacturing processes and raised questions about whether airlines would continue to embrace the MAX family. Alaska's record-breaking order provides a powerful vote of confidence in the aircraft manufacturer.

However, the deal also reflects practical realities. Boeing's order books are full through the mid-2030s, and airlines that want to secure delivery slots must commit early or risk being shut out of new aircraft availability.

The MAX 10's Certification Challenge

The Boeing 737-10 remains uncertified by the Federal Aviation Administration, running years behind schedule due to regulatory delays and Boeing's manufacturing challenges. The aircraft was originally expected to enter service in 2020.

Alaska executives expressed confidence that certification will come this year, but the airline has built flexibility into its fleet planning to account for potential delays. The carrier currently operates 94 MAX aircraft and has gained extensive experience with the platform.

What It Means for Investors

For Boeing, the deal provides a much-needed boost following years of crisis management. The company's stock rose modestly on the news, though shares remain well below their pre-pandemic highs.

The order also signals that domestic carriers see continued growth opportunities despite economic uncertainty. Alaska's expansion plans assume robust travel demand through the 2030s, particularly in international leisure markets.

For Alaska Airlines shareholders, the deal represents a significant capital commitment that will transform the company's competitive position. The airline's market capitalization now reflects growing investor confidence in its international ambitions.

The Bottom Line

Alaska Airlines' record Boeing order marks a watershed moment for the Pacific Northwest carrier. By betting big on the MAX family and adding widebody capacity, Alaska is positioning itself to compete with legacy carriers on global routes—a dramatic evolution from its roots as a regional operator serving Alaska and the West Coast.

The success of this strategy will depend on factors beyond the airline's control, including Boeing's ability to deliver aircraft on schedule and the trajectory of international travel demand. But for now, Alaska Airlines is making its boldest move yet.