New York, January 12, 2026, 12:16 EST — Market open for the regular session.
- Boeing shares climbed roughly 1.4% by midday.
- Airbus released its delivery and order numbers for 2025; Boeing is set to report its full-year totals on Tuesday.
- The FAA has put forward a new inspection rule targeting specific Boeing 737NG models, with a comment deadline set for Feb. 26.
Boeing shares climbed Monday, building on recent momentum ahead of the company’s annual orders-and-deliveries report set for Tuesday. By midday in New York, the stock had gained roughly 1.4%, trading at $237.72.
The delivery tally is key since Boeing typically receives payment upon handing over jets to customers. A strong result can ease concerns about production and cash flow, especially as traders adjust positions following Airbus’s release of its 2025 figures.
Airbus reported a 4% increase in 2025 deliveries, hitting 793 aircraft, alongside 1,000 gross orders, which trimmed down to 889 net after cancellations. Boeing, set to release its full-year figures Tuesday, delivered 537 jets and secured 1,000 gross orders, or 908 net, from January through November, according to the Airbus disclosure. (Reuters)
Much attention centers on the run rate. Investors are eyeing if December handovers shifted the momentum heading into 2026, and whether cancellations sliced the headline order count.
Regulators have introduced new paperwork targeting older Boeing narrowbodies. The FAA proposed an airworthiness directive—a safety mandate that can require inspections and fixes—for Boeing 737NG planes following reports of cracks in the outboard lower wing skin. If approved, this would impact 1,857 U.S.-registered aircraft. The deadline for comments is Feb. 26. (Federal Register)
Boeing’s leadership has zeroed in on deliveries as the key to turning cash flow positive. At a UBS conference in December, CFO Jay Malave said the company expects free cash flow in 2026—what’s left after operating expenses and investments—to finally move into positive territory. He also noted, “Big picture, we expect deliveries both on the 737 and the 787 to grow.” (Reuters)
The downside scenario is clear: Tuesday’s numbers might reveal a slower handover pace than what the stock currently prices in, or an uptick in cancellations that weakens the order story. Any fresh quality issues or supplier hiccups delaying deliveries would also undermine the cash narrative.
Airbus’ figures highlighted the ongoing competitive gap. Boeing’s upcoming update will reveal if it managed to close that gap by year-end, despite ongoing challenges with production limits and parts shortages.
Upcoming catalysts are just around the corner. Boeing will release its full-year orders and deliveries figures on Tuesday, Jan. 13, followed by its fourth-quarter earnings report on Jan. 27. (Mediaroom)
