New York, January 25, 2026, 15:22 ET — The market has closed.
- Boeing shares closed slightly up on Friday, with U.S. markets closed Sunday and scheduled to reopen Monday.
- On Friday, the Commerce Department highlighted a surge in U.S.-supported foreign contracts related to Boeing aircraft sales.
- Traders are bracing for Boeing’s quarterly earnings, watching closely for updates on cash flow, production speed, and certification schedules.
Boeing (BA.N) shares ended Friday up 0.3%, closing at $252.15. This week, any brief update on cash flow or production could carry more weight than the usual daily trading. 1
That’s the current situation: Boeing has the orders lined up, but investors want to see those planes actually flying off the production line and generating cash. The company is working to maintain factory output amid ongoing pressure from regulators and customers.
On Friday, the U.S. Commerce Department’s International Trade Administration announced that American companies secured 121 foreign public procurement contracts valued at $244 billion for 2025, backed by government advocacy. Commerce Secretary Howard Lutnick described the agency as “laser-focused” on driving investment and manufacturing. Boeing CEO Kelly Ortberg credited the department’s support as “a differentiator” behind Boeing’s “record deals.” 2
On the same day, ITA data spotlighted Boeing’s commercial upswing. Net jetliner orders—factoring in cancellations—climbed to 1,075 in 2025 from 377 in 2024. For the first time in seven years, Boeing outpaced Airbus in net orders, Reuters reported. 3
Investors are still sorting out the timing. Aircraft order values usually reflect list prices and estimates, with manufacturers receiving most payments only upon delivery, not at the order stage. According to a report on Friday’s figures, Boeing won’t see the bulk of revenue from some of these deals for years. 4
Certification remains a key uncertainty for Boeing’s shares. FAA Administrator Bryan Bedford said this week the agency isn’t the “roadblock on 7 and the -10 certification,” but added Boeing “still has to do their work” following delays partly linked to an engine de-icing problem. Reuters noted Boeing holds over 1,200 orders for the MAX 10 in its backlog. 5
Defense remains a more stable part of the picture. The Pentagon announced the State Department signed off on a potential $2.3 billion deal to sell maritime patrol aircraft, torpedoes, and associated gear to Singapore, with Boeing named as the main contractor. 6
Labor talks are in focus. A union for roughly 1,600 white-collar workers at Spirit AeroSystems’ Wichita fuselage plant announced a tentative deal with Boeing. Members have until 5 p.m. on January 30 to cast their votes. Boeing encouraged workers to back the agreement, Reuters reported. 7
Macro risk lingers in the background as the Federal Reserve gears up for its January 27-28 policy meeting. The rate decision, expected Wednesday, could shake up rate-sensitive industrial stocks. 8
Boeing can’t afford another misstep. A new quality issue, supply disruption, or regulatory hold-up would quickly dent deliveries — and deliveries are the lifeblood of its cash flow.
Trade tensions remain a wildcard. Airbus CEO Guillaume Faury told employees over the weekend that these pressures inflicted “significant” collateral damage both “logistically and financially.” His comments underscore how aerospace supply chains remain vulnerable to shifting political and cross-border challenges. 9
Boeing’s next major event is its earnings report, set for Tuesday, January 27. The company will release fourth-quarter results and hold a conference call at 10:30 a.m. ET. Investors will focus on delivery and production updates, as well as any guidance on free cash flow — the cash remaining after capital expenditures. 10
