Boeing lost $9.7 billion in value ahead of a 102-jet order test. New York, July 11, 2026, 16:07 (EDT)
Boeing NYSE:BA ended Friday at $222.28, dropping 1.9% from the week before. Shares climbed Monday after the company rolled out its fourth 737 MAX assembly line but then dropped the rest of the week. About $9.7 billion in market value was lost from Monday’s high to Friday’s close. U.S. markets were closed Saturday.
| Weekly market comparison | Result |
|---|---|
| Boeing finished Monday up | +3.55% |
| Boeing dropped Tuesday to Friday | -5.23% |
| Boeing lost ground for the week | -1.86% |
| S&P 500 rose on the week | +1.2% |
| Dow ended the week in the red | -0.5% |
The estimate is based on Boeing’s most recent figure of 788.3 million shares outstanding, according to StockAnalysis.
The shift is key since the problem isn’t demand. Boeing wrapped up Q1 with a record $695 billion backlog and more than 6,100 jets in the pipeline, but free cash flow came in at negative $1.45 billion. Investors want to see the backlog move to deliveries and cash.
Boeing’s new Everett “North Line” won’t boost output in the near term but will be ready for a later recovery phase. CEO Kelly Ortberg called it a “copy” of the company’s three Renton lines. Still, higher output isn’t expected until early 2027, when Boeing is targeting 52 737s a month. For now, production is climbing from 42 to 47. Reuters
PAL Holdings’ PSE:PAL Philippine Airlines is getting ready to buy 15 Boeing 787-10s and take nine Airbus EPA:AIR A350-1000s, industry sources told Reuters on Friday. Both Boeing and Airbus wouldn’t comment. The airline said it had no details to share about possible fleet deals.
Two days ago, sources said Etihad was close to a separate order for 10 Boeing 787 jets. Etihad CEO Antonoaldo Neves said the airline was looking at a “double-digit number” of wide-body jets, but the sources warned talks could still fall through. Reuters
Boeing could get an order for 25 Dreamliners, which is just 0.4% of its 6,178-jet backlog as of May’s end. More relevant right now is the latest delivery tally:
| First-half delivery test | Commercial aircraft |
|---|---|
| Airbus, January to June | 351 |
| Boeing, January to May | 250 |
| Boeing needs this many June deliveries to match Airbus | 101 |
| Boeing needs this many June deliveries to overtake | 102 |
| Boeing delivered in May | 60 |
If Boeing moves 101 jets in June, that would be up 68% from May. But that’s just the bar, not a forecast. The company can count both parked and freshly built planes. The June delivery total could matter more to markets than another order. Deliveries are what drives revenue and cash at planemakers.
The policy climate is a bit easier now. The U.S. Commerce Department ended its investigation into aircraft imports on Thursday and didn’t call for tariffs right away on planes, engines or parts. But the White House said it could still act in the next six months if trade talks break down. That takes away the risk of extra costs for now. Boeing’s production limits are still there.
Boeing’s June orders and deliveries are on watch this week, as investors look for any fresh airline deals ahead of the Farnborough Airshow later this month. The next set event is July 28, when Ortberg and CFO Jay Malave will go over second-quarter earnings and the company’s outlook.
The upside isn’t guaranteed. Airline orders might fall through, Everett could take more time, and supply issues could hold 737 output below 47 a month. Bernstein’s Doug Harned said in January, “When they get to 47 a month, then they’re going to have to get the supply chain to ramp up.” Reuters
Related articles: NYSE:BA
