New York, Jan 14, 2026, 18:41 EST — After-hours
- Boeing shares slipped roughly 0.8% in after-hours trading, following a day that saw the stock fluctuate between $239.67 and $244.70 during regular hours
- The NTSB revealed that a cracked engine-mount part linked to the fatal UPS cargo crash was previously identified in a Boeing service letter back in 2011
- Ahead of its Jan. 27 earnings, investors are factoring in Boeing’s strong bounce back in 2025 deliveries and orders
Boeing shares dropped 0.8% to $242.61 in after-hours trading Wednesday following a spotlight on a decade-old service letter linked to a deadly UPS cargo crash. The National Transportation Safety Board pointed to a cracked “bearing race,” part of the engine-mount assembly connecting the engine to the wing, flagged by Boeing in 2011. “If fatigue isn’t handled properly, obviously it can become a safety-of-flight issue,” said air safety expert Anthony Brickhouse. Reuters
The timing’s key. The update came right after the close, a period of thin trading that tends to jostle the stock more than usual.
The stock enters a market that has recently rewarded Boeing for showing it can steady production and restore trust, a combination that has left shares once more vulnerable to safety news.
The NTSB update comes just a day after Boeing announced its strongest annual jet delivery figure since 2018, handing over 600 aircraft in 2025—a 72% jump from the previous year. The company also outpaced Airbus in “net” orders for the first time in seven years, securing 1,075 net orders compared to Airbus’ 889, Reuters reported. Reuters
Boeing and Aviation Capital Group revealed a fresh order for 50 737 MAX jets, divided evenly with 25 737-8s and 25 737-10s. “This order…reinforces our commitment to the latest fuel-efficient aircraft technology,” said ACG CEO Thomas Baker. Boeing’s sales chief Brad McMullen described it as “strong confidence in the airplane.” MediaRoom
Boeing reported delivering 160 aircraft in the fourth quarter, with 117 of those being 737s and 27 787s. For the full year, the company said it delivered 447 737s and 88 787s.
Delta Air Lines revealed in a filing that it struck a deal on Jan. 12 to purchase 30 Boeing 787-10 jets, plus options for an additional 30. Deliveries are set to start in 2031.
Wednesday saw a drop in U.S. stocks, dragged down by declines in bank and tech sectors. Investors were digesting earnings reports alongside a batch of uneven economic data.
The bigger question for Boeing investors right now is whether safety and quality concerns will overshadow the recent pickup in deliveries. If investigators step up scrutiny or impose fresh inspection requirements on operators, sentiment could stay under pressure, even as new orders roll in.
Boeing’s upcoming quarterly report on Jan. 27 will be a key moment. Investors will zero in on updated delivery targets and cash flow forecasts, along with any new information on ongoing investigations and regulatory pressures.
