Boeing and Israel’s Technion University announced a partnership to develop sustainable aviation fuel (SAF) from green hydrogen and carbon dioxide. The collaboration will focus on converting these feedstocks into SAF to support the aviation sector’s long‑term growth and help Boeing meet its 2050 emissions targets.
The partnership is part of a broader initiative launched in 2023 to develop SAF, and aligns with Boeing’s commitment to deliver commercial aircraft capable of operating on 100% SAF by 2030. By leveraging Technion’s expertise in chemical engineering and green hydrogen production, Boeing aims to advance SAF pathways that can be commercialized at a competitive cost.
Boeing also reported its Q4 2025 earnings, posting a core earnings per share of $9.92 and revenue of $23.9 billion—both well above analyst expectations. The earnings beat was driven by a $9.6 billion gain from the sale of portions of its Digital Aviation Solutions business, increased commercial airplane deliveries, and operational improvements that lifted production rates for the 737 and stabilized the 787 program.
Despite the strong earnings, investors remained cautious, focusing on ongoing losses in the commercial airplanes segment and the anticipated $1 billion unfavorable impact from integrating Spirit AeroSystems. The market reaction reflected concerns about the durability of Boeing’s profitability as it navigates high integration costs and a still‑challenging commercial aircraft environment.
CEO Kelly Ortberg said the company had made significant progress on its recovery in 2025 and had set the foundation to keep momentum going in 2026. CFO Jay Malave noted that 2026 would be another laborious year of incremental improvements, underscoring the company’s focus on cost discipline and strategic investments.
The SAF partnership positions Boeing to tap into a growing market that could become a new revenue stream as airlines seek to meet net‑zero targets. However, the initiative faces significant cost challenges and technological hurdles, and its success will depend on achieving commercial production at a price competitive with conventional jet fuel. The partnership signals Boeing’s long‑term commitment to sustainability while highlighting the operational and financial headwinds that will shape its trajectory in the coming years.
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