NEW YORK, December 31, 2025, 13:16 ET — Regular session
- Boeing shares were down about 0.4% in midday trade as U.S. stocks edged lower in thin year-end volumes.
- The Pentagon said it awarded Boeing an $8.6 billion contract tied to F-15 fighter jets for Israel.
- Traders are watching whether defense wins can support sentiment as investors stay focused on Boeing’s commercial execution.
Boeing shares were down about 0.4% at $217.61 in midday New York trading on Wednesday, underperforming only slightly in a subdued, year-end session.
The move comes as Wall Street drifted lower in holiday-thin trading on the final session of 2025, with the Dow, S&P 500 and Nasdaq all modestly in the red at midday. “It’s perfectly fine in any bull market to have moments of cost,” said Giuseppe Sette, co-founder and president of Reflexivity, pointing to profit-taking when liquidity is low. 1
For Boeing, the soft tone has kept the focus on what investors see as the bigger swing factor: steady execution into 2026, not just headline contract wins.
On Monday, the Pentagon said it awarded Boeing an $8.6 billion contract under the F-15 Israel Program, including delivery of 25 new F-15IA fighter jets for the Israeli Air Force with an option for 25 additional aircraft. Work will be performed in St. Louis and is expected to run through Dec. 31, 2035, the Pentagon said. 2
The contract is structured as a foreign military sale, which is when the U.S. government facilitates weapons purchases by allied countries, typically with Washington acting as the contracting party.
Defense peers were also lower on the day, with Lockheed Martin, RTX and Northrop Grumman each down modestly in midday trading, reflecting a broader, low-conviction tape rather than a defense-specific surge.
Investors tend to treat long-dated awards like this as incremental support rather than an immediate earnings reset, because revenue is recognized over time as work is performed and milestones are met.
That dynamic can matter for Boeing, where traders have been quick to react to signs of momentum — or setbacks — in production and deliveries in recent quarters.
What investors are watching next is whether Boeing can keep translating demand into steady aircraft output and cash generation, while avoiding fresh quality or regulatory disruptions that have repeatedly hit the stock in recent years.
With markets closed on Thursday for New Year’s Day and volumes already thin, traders said they expected stock-specific moves to stay muted unless new company news breaks or broader risk appetite shifts.
