NEW YORK, Jan 12, 2026, 19:02 EST — After-hours
- Boeing shares climbed roughly 2.3% during Monday’s session and stayed flat after hours
- The FAA has put forward new inspection rules targeting cracks on specific Boeing 737 Next Generation aircraft
- Boeing’s full-year delivery figures, due Tuesday, are drawing investor attention
Boeing shares climbed 2.3% to $239.81 during Monday’s regular session and held steady in after-hours trading, tracking a modest uptick in the broader market. The S&P 500 ticked up 0.16%, while the Dow rose 0.17%.
The announcement arrives just one day before Boeing is set to release its full-year delivery figures, a key metric since plane makers often receive most payment upon handover. Airbus reported delivering 793 aircraft in 2025 and pointed out that Boeing’s tally stood at 537 jets by the end of November, giving Airbus an “unassailable lead” ahead of Boeing’s forthcoming update. Reuters
Airbus’ latest update highlighted the same headaches Boeing investors have faced for months: bottlenecks and delayed parts. “That illustrates an increasingly complex supply chain that they are not fully on top of,” said independent aviation analyst Rob Morris, pointing to both manufacturers. Reuters
Boeing is gearing up for a busy period of catalysts. The company plans to release its fourth-quarter earnings on Jan. 27. CEO Kelly Ortberg and CFO Jay Malave will then hold a conference call to go over the results and the outlook.
On Monday, the Federal Aviation Administration proposed an airworthiness directive targeting Boeing 737-700, -700C, -800, -900, and -900ER models. The move responds to reported cracks in the outward lower wing skin. The FAA is accepting comments until Feb. 26 and says the rule could impact 1,857 U.S.-registered aircraft. It also provided cost estimates for inspections and potential repairs.
The legal cloud lingers. According to the U.S. Justice Department’s case page for “United States v. The Boeing Company,” families opposing the company have until Jan. 13 to submit replies in the Fifth Circuit. Both the department and Boeing have already filed their responses. The court scheduled oral arguments for Feb. 5 in New Orleans. Department of Justice
Boeing’s commercial jet prospects still depend heavily on regulators clearing delayed versions of its top-selling 737 MAX. The FAA has greenlit the 737 MAX 10 to enter a second phase of flight testing, yet certification remains stalled due to a lingering engine deicing problem, Reuters reported Friday.
Yet the risk factors for the stock remain. Fresh inspection proposals continue to spotlight Boeing’s safety and quality issues, and any delay in certification or production glitches could quickly dent deliveries — and cash flow. The court timetable in the drawn-out MAX litigation serves as a sharp reminder that past troubles can resurface fast.
Investors are gearing up for Boeing’s full-year delivery update set for Jan. 13—an important signal traders rely on to gauge the earnings outlook ahead of the company’s report later this month.
