New York, Feb 10, 2026, 15:16 EST — Regular session
Boeing (BA.N) dipped roughly 0.3% to $243.89 Tuesday afternoon. So far in the session, shares traded between $240.88 and $247.78.
Investors absorbed two new data points on Boeing’s turnaround. The company outlined plans to boost capacity for its 737 MAX, while a monthly update highlighted a busier January for deliveries and orders.
Deliveries are key right now; they’re when planemakers like Boeing actually see the money—most payments hit when the jet changes hands. Boeing’s spent years wrestling its hefty order book into something resembling reliable production. Investors? They care less about talk, more about proof on the ground.
Boeing is gearing up to launch a fourth 737 MAX line in Everett, Washington by mid-summer, according to an executive. “Suppliers can expect Boeing to further increase output by about 15% in the next 18 months,” 737 program general manager Katie Ringgold told an aerospace suppliers’ conference, highlighting the company’s next goal of 47 jets per month. Right now, the 737 production rate is moving from 38 up to 42 jets monthly. 1
Boeing reported Tuesday that it handed over 46 jets in January — 38 of those were 737 MAXs, along with five 787 Dreamliners. The manufacturer booked 107 gross orders for the month, saw four cancellations, and ended up with 103 net orders. That puts it well ahead of Airbus (AIR.PA), which managed 19 deliveries and landed 49 net orders for the month. Boeing’s numbers got a lift from a 50-jet 737 MAX purchase by Aviation Capital Group and fresh 787 orders, including 30 units for Delta Air Lines. Air India wrapped up a 20-jet 737-8 deal and made public a previous 10-jet 737-10 order. Meanwhile, cancellations came in from BOC Aviation, Air Europa, and Air Niugini. Notably, Boeing said it surpassed Airbus in 2025 orders for the first time in seven years. 2
Boeing has secured a U.S. Air Force contract to update the C‑17A Globemaster III’s flight deck, the company said, replacing old avionics with a modular, open-systems setup designed for easier future upgrades. “The C‑17A has been the backbone of global air mobility for over three decades,” said Travis Williams, Boeing vice president, in a statement noting the Air Force’s goal to keep the fleet operational through 2075. 3
Choppy trading defined the broader U.S. market, with the S&P 500 and Nasdaq slipping a bit, but the Dow notched another record as investors sifted through a patchwork of economic numbers and earnings swings in different sectors. 4
Boeing shareholders are circling a tighter question: can the company push production higher without stumbling on quality issues, extra fixes, or supply chain hiccups. More lines mean more jets, but also more places where holdups can creep in.
The ramp could easily stumble. Misses in inspection, industrial execution, or even parts delivery might quickly hit both delivery numbers and cash. And if schedules get shaky, customers might push back or drop jet orders altogether.
Boeing’s February orders-and-deliveries report lands in early March, putting January’s momentum under the microscope. Eyes are also on fresh details about the Everett line expansion and whether Boeing can actually keep up with the stepped-up production rates it’s touting.
