NEW YORK, December 29, 2025, 19:30 ET — After-hours
- Boeing shares were up about 0.4% in after-hours trading, holding near Monday’s session range.
- The Pentagon said it awarded Boeing an $8.6 billion contract for the F-15 Israel Program covering 25 jets, with an option for 25 more. Reuters
- Wall Street’s main indexes ended lower as mega-cap tech retreated; traders have Fed minutes and jobless claims on the calendar later this week. Reuters
Boeing stock (BA) was up 0.4% at $217.25 in after-hours trading on Monday after the Pentagon posted an $8.6 billion award for Israel’s F-15 program. Boeing traded between $215.18 and $218.35 during the session. Reuters
The headline matters because Boeing’s defense business can add long-dated revenue visibility while investors scrutinize whether the broader turnaround is sticking. New contract wins help support backlog, but they do not settle the near-term debate around execution and cash generation that has dominated trading in the stock.
It also lands in thin, year-end markets, when single headlines can move prices even if the underlying financial impact is spread across years. Boeing is a Dow component, and its day-to-day swings can be amplified by rotation between sectors during the final sessions of the year.
Wall Street ended lower on Monday, pressured by a pullback in heavyweight technology shares. “This is (not) the beginning of the end of the tech dominance, it’ll turn out to be a buying opportunity,” said Hank Smith, director and head of investment strategy at Haverford Trust, as traders looked ahead to Federal Reserve minutes and weekly jobless claims later this week. Reuters
The Pentagon said the Boeing award covers work including design, testing, production and delivery of 25 new F-15IA aircraft for the Israeli Air Force, with an option for 25 additional jets. It said contract work will be performed in St. Louis and is expected to run through Dec. 31, 2035. Reuters
For investors, the question is less the size of the headline figure than the pace at which it turns into revenue and cash. Large defense programs are typically booked over time and can carry execution risk, especially when development and integration work is involved.
Boeing’s defense headlines also intersect with the commercial side of the story, where the market remains focused on production stability and delivery volume. Higher deliveries generally translate into cash receipts, while disruptions can keep working capital tied up in unfinished aircraft.
Competitive pressure in commercial jets stayed in view on Monday after Chinese carriers Spring Airlines and Juneyao Airlines disclosed plans to buy a combined 55 Airbus A320-family jets in filings, with deliveries scheduled between 2028 and 2032. The news underscores that demand for narrow-body aircraft remains strong, and that Boeing’s order contest with Airbus is playing out market by market. Reuters
Traders said Boeing’s modest move reflected that the award was incremental rather than transformational for near-term earnings. The stock’s ability to clear and hold above the $218 area — tested during Monday’s range — is one near-term technical marker some investors will watch into the next session.
The next catalysts for Boeing are likely to be more operational than geopolitical. Market participants are watching for any fresh signals on aircraft production quality, delivery pace and regulatory oversight, areas that have driven earnings revisions and sentiment shifts over the past year.
Investors will also look for Boeing’s next update on monthly jet deliveries and orders, a recurring data point that can reset expectations for revenue timing and cash flow. Any commentary from suppliers or airline customers on delivery schedules could sharpen that focus.
