New York, February 4, 2026, 15:05 EST — Regular session
- Boeing shares ticked up late in the session following new updates on its widebody program.
- Investors are focused on Boeing’s aim for a 777X flight in April and the upcoming delivery schedule for the 787 upgrade.
- A fresh 737 MAX order in Cambodia counters doubts about the conclusion of an Indonesia F-15 campaign.
Boeing shares climbed roughly 0.2% to $233.61 in Wednesday afternoon trading, bouncing back from a session low close to $230. Investors weighed the latest developments around its commercial jet programs.
A company document obtained by Reuters reveals Boeing plans the first flight of a production 777X in April. This marks a crucial milestone for the jet, which has been delayed by years and cost the company $15 billion in program charges. The plane, ordered by Lufthansa, is currently undergoing fuel tests at Paine Field, with engine tests scheduled for later this month, according to the document. (Reuters)
Timing is crucial since Boeing still requires U.S. regulatory approval before it can begin deliveries. The 777X is expected to be the backbone of its long-haul fleet, competing directly with Airbus after multiple delays. Meanwhile, SAS is reportedly in discussions with both Boeing and Airbus over a “large” widebody order, betting on growing long-haul demand, CEO told Bloomberg News. (Reuters)
At the Singapore Airshow, Boeing announced it plans to start delivering upgraded 787-9 and 787-10 models in the first half of this year. The jets’ maximum takeoff weight — the certified limit at takeoff — has been increased, allowing for either a longer range or extra cargo capacity. “Those aircraft are actually already in the production system,” said commercial marketing vice president Darren Hulst to reporters. (Reuters)
Orders drew attention as Cambodia’s national carrier, Air Cambodia, announced a deal for 10 Boeing 737 MAX jets, plus an option for 10 more, Boeing confirmed. Cambodia’s civil aviation minister Mao Havannall described the agreement as “a strong and positive signal” of ties with the United States. (Reuters)
The Singapore Airshow, scheduled for Feb. 3-8, offers planemakers a crucial platform to discuss delivery slots and product timelines. Airlines continue to hunt for capacity, while manufacturers grapple with ongoing constraints. (Singapore Airshow)
Not all headlines were positive. Boeing announced it is stopping production of F-15 fighter jets for Indonesia, stepping back from a key effort linked to a 2023 agreement for 24 F-15EX aircraft, which still needed U.S. government approval. (Reuters)
U.S. aerospace and defense stocks took a hit, with RTX dropping roughly 3.5% and Lockheed Martin sliding close to 4%. GE Aerospace also slipped, down around 1%.
Boeing faces key milestones ahead. Traders are focused on the April target for the 777X production flight and signs of progress on certification. Deliveries for the revamped 787 models are set to begin in the first half of the year. On top of that, any new order announcements before the Singapore Airshow wraps up on Feb. 8 will be closely watched.
