New York, Feb 23, 2026, 7:31 PM EST — After-hours
Boeing (BA) shares slipped about 0.7% in after-hours trading on Monday, last at $230.44. The stock earlier traded between $227.51 and $233.47.
The late dip lands as investors keep looking for clean signals on jet demand and production pace. For Boeing, small headlines can travel fast because the company is still trying to convince the market the recovery is real and repeatable.
Orders matter, but deliveries matter more. Plane makers collect most of a jet’s price when it is handed over, so delivery flow is what tends to show up in cash.
On Monday, new U.S. factory orders fell 0.7% in December, while commercial aircraft orders dropped 24.8% after soaring the month before, the Commerce Department said. Wells Fargo economist Shannon Grein said recent tariff moves signalled duties were “here to stay” even if adjusted, raising the odds of higher costs for manufacturers. Boeing’s website showed 175 aircraft orders in December versus 164 in November. Reuters
Separately, the Federal Aviation Administration said Delta Air Lines Flight 1067 safely returned to Savannah, Georgia, after an engine failed on departure and that it would investigate. The agency said the Boeing 737 was headed to Atlanta. FAA
A U.S. securities filing showed Boeing Commercial Airplanes chief Stephanie Pope had 3,166 shares withheld to cover taxes when restricted stock units — a form of stock pay — vested. The filing described it as not an open-market transaction and showed she held about 76,539 shares after the move. SEC
For traders, the question into Tuesday is whether the stock stays pinned to macro and safety headlines or finds its own footing. Boeing’s next steps on production stability and delivery rhythm tend to matter more than any single month of order noise.
But the downside case is easy to sketch. Aircraft-order data can swing sharply, and tariff-driven cost pressure could squeeze margins if suppliers reprice or airlines push back, while any fresh quality issues risk slowing output again.
The next calendar marker is Thursday’s advance durable goods report — a snapshot of demand for long-lasting manufactured items that includes aircraft bookings — due at 8:30 a.m. ET. The White House
