New York, January 5, 2026, 19:41 EST — After-hours
Boeing shares edged higher in after-hours trading on Monday after an industry data review pointed to a stronger year-end delivery tally, even as a separate analyst note flagged a December slowdown in 737 MAX fuselage shipments. The stock was up 0.2% at $228.13, after trading between $227.40 and $230.94 in the regular session.
Aircraft deliveries — the handover of jets to customers — matter because they typically trigger final payments and help turn inventory into cash. For Boeing, investors have tied the stock’s 2026 story to whether the company can keep production stable and lift output without fresh quality stumbles.
That focus has sharpened as suppliers and regulators have become as important to the delivery cadence as airline demand. Free cash flow, a measure of cash left after expenses and investment, hinges on the pace of completed handovers.
Aviation Week said preliminary Fleet Discovery data showed Boeing delivered at least 63 aircraft in December, putting full-year 2025 deliveries at around 600 — and perhaps past that mark. The publication described the figure as preliminary and based on observed deliveries.
In a separate report cited by Flying magazine, BNP Paribas Equity Research said the number of 737 MAX fuselages shipped by rail from Spirit AeroSystems’ Wichita, Kansas facility fell to the low 30s in December, short of Boeing’s 42-a-month production goal. The analysts also estimated 787 Dreamliner output at about six jets a month, close to Boeing’s target of seven, using Dreamlifter cargo flights as a proxy.
Competitor Airbus delivered 793 jets in 2025, industry sources told Reuters, meeting the European planemaker’s revised target after supply chain snags. Airbus is due to publish audited year-end commercial data on January 12, an update that can sharpen comparisons on delivery momentum. 1
Boeing, meanwhile, announced it renewed its top-tier sponsorship of the Experimental Aircraft Association’s AirVenture Oshkosh show under a new three-year agreement. “It’s an ideal stage to showcase Boeing’s diverse products and services,” Chris Raymond, president and CEO of Boeing Global Services, said. 2
But the December supply data underlines how fragile the ramp can be: fewer fuselages arriving now can mean fewer finished jets leaving the factory weeks later. Traders said Monday’s high near $231 is an area to watch, with the $227 zone a recent floor.
Analysts expect Boeing to narrow its quarterly loss as deliveries improve, with Barchart citing a consensus loss of 37 cents a share for the December quarter. The next big test is Boeing’s quarterly update on production and cash, with Nasdaq’s earnings calendar estimating results on January 27.
