New York, Feb 15, 2026, 15:09 ET — The market has wrapped up for the day.
Boeing (NYSE:BA) climbed 1.5% Friday, ending at $242.96. Shares traded anywhere from $238.62 to $246.45, with volume hitting roughly 6.8 million.
U.S. markets take a break on Monday, Feb. 16, for Presidents Day, leaving investors to chew on fresh aviation stories before trading picks up again. When trading resumes after the holiday, Boeing tends to react sharply to headlines that might otherwise fade into the background. (New York Stock Exchange)
Here’s the crux: Boeing’s trajectory hinges on execution. Shares have been moving on evidence the company can boost production without inviting fresh quality issues, as well as signals from major clients about sticking with or reworking fleet strategies.
Boeing finished ahead of both the iShares U.S. Aerospace & Defense ETF, which gained roughly 1%, and the Industrial Select Sector SPDR, up close to 0.8% on Friday. Such outperformance sometimes draws in short-term trades, especially during a muted, holiday-shortened week.
There’s a headache brewing for Boeing that originates elsewhere but lands squarely in its world. United Airlines (UAL.O) revealed it’s at odds with Rolls-Royce (RR.L) over the engine maker’s role in the long-stalled Airbus (AIR.PA) A350 jet order, and has now yanked any firm delivery schedule for 45 planes—though the official books still show them arriving post-2027. Rolls-Royce, for its part, says it’s “confident in our position.” (Reuters)
Investors are also eyeing defense as a potential mover. India has greenlit initial purchases, Reuters noted, among them Boeing P-8I maritime patrol planes. The news comes as part of a package deal including more Rafale jets and expanded local industry involvement. (Reuters)
Boeing is taking steps to dial back expectations on the factory front, aiming to avoid making promises it can’t keep. According to a company executive, Boeing intends to open a fourth 737 MAX production line in Everett, Washington, sometime in midsummer. The current goal: move output up from 38 jets each month to 42, with an eventual—though distant—target of 63. 737 program boss Katie Ringgold told suppliers that hitting 63 a month will be years in the making; the next production hike, up to 47 per month, isn’t coming until 2027. (Reuters)
Boeing’s supply chain appears to be smoothing out. According to Ihssane Mounir, the company’s SVP for global supply chain and fabrication, Boeing is now spending 40% less time on supplier fixes compared to 2024, and defects from Spirit AeroSystems have dropped by 60% since inspection oversight ramped up. “Spirit coming back into family was probably the best thing that’s happened in my career,” Mounir said, referencing Boeing’s deal to reacquire the supplier. (Reuters)
Regulators aren’t letting up. The FAA on Friday rolled out a proposed airworthiness directive—essentially a required safety fix—targeting certain Boeing 737-100 through -500 models, after cracks surfaced in the fuselage skin beneath the aft drain mast. The public has until March 30 to weigh in. If adopted, the rule would apply to 123 U.S.-registered jets and run roughly $595 each time an inspection comes due. (Federal Register)
Still, the stock isn’t immune to setbacks. United’s disagreement over the A350 might just wind up with a settlement—which leaves Airbus right where it is—or spiral into a lingering legal mess that puts fleet choices on ice. Either way, Boeing doesn’t automatically come out ahead. Its own production plans are tiered, and any hiccup—parts issues or a new regulatory headache—could stall deliveries and weigh on sentiment.
Looking ahead to Tuesday, Feb. 17, after Presidents Day, Wall Street kicks back into gear. Attention turns to aerospace—investors are eyeing United’s widebody developments and any fresh regulatory updates or filings that may hit Boeing from the FAA. (nasdaq.com)
