New York, Jan 31, 2026, 17:17 EST — Market closed.
- Boeing shares dipped 0.1% on Friday, as investors awaited a labor contract linked to its former Spirit operations.
- The agreement applies to roughly 1,600 white-collar employees and extends until late 2030, including a $6,000 ratification bonus alongside wage increases.
- Boeing’s annual report, filed Friday, is also drawing investor attention as it details risks and priorities for 2026.
Boeing finalized a new labor deal with roughly 1,600 Spirit AeroSystems employees on Friday. Its shares slipped 0.1%, ending the day at $233.72 just before the weekend.
The pact comes as Boeing moves to strengthen control over its factories and suppliers, crucial for assembling jets and securing revenue. Any unexpected hiccup in the supply chain can quickly lead to delayed deliveries—and that pressure hits the stock price.
Timing complicates things. The market’s closed until Monday, giving investors a quiet stretch to sift through contract details and the annual filing without prices shifting beneath them.
Voters approved the contract with 85% support. It applies to workers in the Wichita Technical and Professional Unit of SPEEA and extends through late 2030. The deal includes a $6,000 ratification bonus paid once upon approval, annual wage hikes, improved medical and retirement benefits, plus six additional paid days off each year, Reuters reported. (Reuters)
James Hatfield, head of the unit’s negotiating team, said the agreement will boost wages and time off through 2030. “By the time this contract ends in 2030, the average WTPU-represented worker will be earning over $117,000 annually,” Hatfield noted, citing reductions in health premiums and increased incentive pay. (Kwch)
On Friday, Boeing submitted its annual Form 10-K for the year ended Dec. 31, 2025. Attached to the filing was an executive certification signed by Jesus Malave, Jr., dated Jan. 30. (Securities and Exchange Commission)
Boeing’s purchase of Spirit last December was pitched as a move to regain control over quality and production after years of supply-chain headaches. The acquisition also shifted some work away from rival Airbus, with the deal including divestiture requirements imposed by the Federal Trade Commission. (Reuters)
But the labor deal doesn’t erase all concerns. Boeing continues to grapple with wider labor and certification challenges. Management warned that setbacks in aircraft approvals could disrupt delivery timelines and cash flow — a clear risk for shareholders if 2026 ends up dragging with sluggish handovers. (Reuters)
The stock has tumbled roughly 7% since last week’s close, including a steep sell-off on Thursday. (Investing)
Investors will be focused on how Boeing stock performs once regular trading kicks off Monday, Feb. 2. The key question: will the labor deal be seen as straightforward progress, or merely the opening round in a series of negotiations Boeing faces this year?
