New York, Jan 24, 2026, 17:15 (EST) — Market closed.
- Boeing (NYSE:BA) shares closed Friday up 0.3% at $252.15.
- U.S. Commerce highlighted a record year for government-assisted foreign contracts, with aerospace a major driver.
- Boeing reports fourth-quarter results on Jan. 27; investors are watching delivery pacing and cash.
Boeing (NYSE:BA) shares edged higher on Friday, Jan. 23, after the U.S. Commerce Department touted a record year for government-assisted foreign contracts, with aerospace doing much of the lifting. The stock finished up 0.3% at $252.15. (Yahoo Finance)
That matters now because Boeing heads into an earnings week with investors still trading the turnaround story on execution, not headlines. Orders help, but the stock tends to move on production and cash — the unglamorous parts.
With U.S. markets shut on Saturday and Sunday, traders get a pause to weigh whether the export push changes anything for Boeing ahead of Monday, Jan. 26. The bigger test comes when the company talks numbers and timing.
The Commerce Department’s International Trade Administration said 121 signed contracts backed by U.S. commercial advocacy totaled $244 billion in 2025, including $206 billion in U.S. export content and about 844,000 jobs. “We are laser-focused on promoting investment, manufacturing, and new opportunities,” Commerce Secretary Howard Lutnick said, as the agency flagged roughly $215 billion in civilian aerospace sales tied to major jet and engine deals. Boeing Chief Executive Kelly Ortberg said Commerce support was a “differentiator” in landing record deals. (Trade)
Reuters reported the jump tracked a surge in Boeing jetliner net orders — orders minus cancellations — to 1,075 in 2025 from 377 in 2024. The tally included value estimates for big-ticket widebody (twin-aisle) deals, including a Qatar Airways commitment valued at $96 billion and a $50 billion deal with Korean Air Lines, Reuters said. (Reuters)
Big orders can lift sentiment, but the numbers raise a familiar question for Boeing: how fast it can build and deliver. Airlines want jets; regulators and supply chains still get a vote.
Boeing outperformed the broader market on Friday as U.S. stocks fell, with the Dow down about 0.6%. The market drop came despite a handful of upbeat corporate reports, keeping most single-stock moves contained. (AP News)
Boeing will release fourth-quarter 2025 results on Tuesday, Jan. 27, and Ortberg and CFO Jay Malave are due to discuss results and outlook on a 10:30 a.m. ET call. Investors will listen for free cash flow — cash left after expenses and capital spending — and any shift in production and delivery targets. (Boeing Investors)
One risk: headline order and contract values often start with list prices, while final sale prices can swing with discounts, timing and service deals. Planemakers also collect most of the money when a jet is delivered, which can push the payoff from big order headlines out over years. (The Business Times)
Certification remains another swing factor. The FAA administrator said this week the agency is not the roadblock to Boeing getting the smaller MAX 7 and larger MAX 10 certified, but added Boeing still has to finish its work; Boeing has said it expects to certify both variants this year. (Reuters)
For Boeing stock, Monday’s session will likely trade off positioning into the Jan. 27 report, with any order or regulatory headlines amplified after the weekend. The next hard catalyst is the earnings release and call, where management’s delivery and cash comments usually carry more weight than the order tally.
